比12板首开更强，算力5大“黄金洼地”，个个10元以下！

Core Insights - The sentiment in the computing chip sector is experiencing a strong rebound, driven by significant investments and product launches in AI infrastructure [1][3] Group 1: Investment and Partnerships - NVIDIA is investing $5 billion in Intel, which will customize x86 CPUs for NVIDIA's AI infrastructure platform [1] - The collaboration aims to enhance capabilities in the data center sector, indicating a strategic partnership between the two companies [1] Group 2: Product Launches and Innovations - Huawei has announced a series of upcoming products focused on higher computing power and bandwidth to meet the growing demands of AI computing [1] - The advancements are expected to support the increasing requirements for AI capabilities in various applications [1] Group 3: Market Opportunities and Growth Potential - Five computing chip companies are identified as being in a "price valley," with stock prices below 10 yuan, and are projected to see over 1000% growth in September [3] - Companies like Zhejiang Wenhu Internet and Ningbo Construction are involved in AI-related services and data center operations, catering to major clients such as Tencent and Alibaba [3] - A specific company is highlighted for its remarkable growth potential, with a projected 104-fold increase in computing service revenue in 2024 and significant orders from major telecom operators [4]