You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
看好AI+ASIC芯片,強推聰鏈集團
格隆匯 01-02 14:38

聰鏈集團,中概股小盤股,這幾天找到的礦機芯片+AI芯片賽道股票,之前一直在低位趴着,Q4莫名其妙開始放量升。看來看去,最後選了聰鏈集團。

1、為礦機廠商設計提供ASIC芯片,也是基本盤。最近幣值大升,幣現貨ETF馬上被批准,加上明年Q2幣數量減半,ASIC芯片礦機需求已經回暖,傳出市場礦機訂單量已經翻倍。明年甚至未來幾年的市場行情好。

2、ICG設計芯片起家,上游有技術壁壘和定價權,掌握更多話語權,量起來之後價格也有保證,相信明年利潤改善會很明顯。

3、切入AI芯片新賽道,研發新產品。明年端側AI可能會爆發,ICG設計的ASIC芯片本身高性能、低功耗特點,剛好契合端側AI應用發展,不久前英特爾也推出了ASIC芯片,押注AI PC。所以這塊業務如果成了,市場就會重估ICG的價值。

4、各機構非常看好明年芯片市場復甦,以及AI終端應用。AI手機、AI個人電腦、AI可穿戴設備將逐步推向市場,離不開AI芯片,AI芯片市場空間遠遠大於礦機ASIC,ICG這塊新業務將會帶動未來幾年利潤斷層增長。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account