Matrix Quantum stopped the triple board, the stock closed down -4.96% after hours today, at 303.88 yuan / share, and the daily turnover released a huge volume of 68.5 billion, accounting for nearly a quarter of today's SGX turnover. The CSI 50 index also closed -0.69% lower at 2,367.01 points.

On the disk, the capital switch, electricity, photovoltaic and other concept plates are hot, especially the photovoltaic sector has a grand occasion of rising tide, whether it is the SGX or the main board of the two cities next door.

Teachers from all walks of life worked hard to write small essays and shouted: The end of AI is computing power, the end of computing power is electricity, and the end of power is photovoltaics!

The rationale for this argument is that the current open-source AI second-generation model technology of matrix quantum will further promote the development of generative AI, which will greatly increase the demand for computing power in data centers.

Now Qunxing Capital has also smashed 7 trillion yuan to treat the storage power as infrastructure, and make the storage and computing infrastructure project a big success, which will make the power consumption rise sharply and become a predictable card.

If power generation soars, it will definitely not come from traditional fossil energy sources such as coal, because now they are all about environmental protection, and there are relevant indicators, so it is likely to increase renewable and pollution-free green and clean new energy such as wind, solar, and water ionization.

Therefore, it is good for photovoltaic new energy, and the end of electricity is photovoltaic.

In fact, as early as last Friday, the photovoltaic concept plate rose by more than 4 points on the same day, but at that time, everyone's eyes were attracted by the three-link board of the matrix quantum.

……

The next day, Tuesday, April 11.

Today's big A opened, and the matrix quantum turned red after opening slightly lower, but it began to fall back after rushing to nearly 2 percentage points, and turned green again at about 10 o'clock and continued to fluctuate downward.

At the same time, the energy storage sector has received a large-scale net inflow of funds, and related concept stocks have begun to move frequently.

At about 12 noon during the lunch break on the main board next door, a market analysis report of a brokerage institution said that with the vigorous development of the storage and computing center industry, its proportion of energy consumption in the economy will continue to increase, and it is expected that after the completion of the seven trillion storage and computing project, by 2o25, its total energy consumption will reach 2 trillion kilowatt hours (kWh) per year, accounting for about 16.6% of the total electricity consumption of the whole society at that time.

The analyst's calculated data is terrifying, what is the concept of 2 trillion kWh of electricity consumption? The annual power generation capacity of the Three Gorges Dam is only about 100 billion kilowatt-hours of electricity, and all the annual power generation of the 20 Three Gorges Dams must be used for energy consumption in the storage and computing center.

You must know that last year's electricity consumption in 2016 was about 6 trillion kilowatt hours, equivalent to one-third of last year's electricity consumption.

Although the data given by the analyst is outrageous, it is not completely running trains and satellites.

It is really because the scale of the storage and computing center to be built in the 7 trillion plan of Qunxing is too large, and considering the development of new energy in the future, the cost of photovoltaic power generation in the northwest will definitely push up the demand for electricity under the promotion of large-scale effect, for example, the electricity bill is cheaper, and the operating cost of industrial air conditioning can also be accepted on a large scale, and the electricity consumption will of course soar.

And with the past 2016 electricity consumption data comparison is not too rigorous, should be compared with the whole society after seven years, the analysis gives a proportion of 16.6% of the data, he is obviously judging that by 2o25 the electricity consumption of the whole society will soar to 12 trillion degrees, benchmarking 2016 The electricity consumption data of the whole society is doubled.

However, this 16.6% proportion data is still quite exaggerated, and for every 1,000 kilowatt-hours of electricity consumed, 166 kilowatt-hours are eaten by the storage computing center.

Analysts give such data no matter what, it is impossible to deny the fact that the future power gap is huge, and the total energy consumption of data centers in the country last year was about 120 billion kilowatt hours, compared to 2 trillion kilowatt hours seven years later, which is a growth scale of +1566%.

The report further stated that the power consumption of IT equipment systems, consisting of servers, storage, and network communication equipment, is accounted for about overall

The total power consumption of the storage and computing center is about 45%, and from the energy cost side, energy storage technology will become an important way to reduce power costs through "peak shaving and valley filling".

All in all, we are super optimistic about the outbreak of the power energy market in the future, especially about renewable and clean new energy sources such as photovoltaics, and the development of energy storage technology.

This research report also further stimulated the market funds to dig deep in the concept of new energy, energy storage, photovoltaic, power and other concept plates strengthened again, and the concept of energy storage also took off in the afternoon, and related stocks set off a tide of price limits.

Even if the outrageous data given by the research report has moisture, then squeezing out the water, a simple and crude direct cut in half will also have an energy consumption gap of 1 trillion degrees, which is also a terrible growth expectation.

The big V teachers also began to say that if the end of electricity is photovoltaic, then the end of photovoltaic is energy storage.

However, at this time, the stock price of Matrix Quantum is still in a state of -5% underwater, and the new stock 50 index is also running underwater.

But the overall plate size is too small, not even a fraction of the market value of the matrix quantum after the trillion yuan.

There are also companies related to energy storage listed on the SGX, and there are several, which are also rising sharply now, but the plate is too small, less than 10 billion, and it has not yet entered the constituent stocks of the SGX 50 index, which has no impact on the large-cap index of the SGX.

The rise and fall of the New Stock Exchange 50 Index depends on the hundreds of billions of large-cap stocks in the constituent stocks, as well as the trillions or even trillions of super large-cap stocks such as WeChat, Matrix Quantum, and Xingyu Technology.

With the passage of time, at around 13:50 in the afternoon, a news announcement from Xingyu Technology not only ignited the technology circle, but also detonated the capital market.

Xingyu Technology announced that a new product launch conference will be held in May this year, and the specific date was not disclosed in the announcement, but it was confirmed that it would be in May.

This news soon became a hot search in the news, and melon-eating netizens have watched and discussed hotly, Xingyu Technology has not had a huge summer new product launch conference for a long time, and some self-media bloggers have begun to write about "StAR5 mobile phone" is coming.

Because this announcement did not specify what new products will be released, there is some suspense, but the outside world basically believes that the StAR5 smartphone is going to be released.

And there is another content of this announcement that has attracted much attention, that is, the announcement revealed that this summer conference in May this year, WeChat, Yixing Video, Matrix Quantum and many other star-level companies will also appear at this conference to attend and announce some new products.

Good guys, this has never happened in previous years, the onlookers who eat melons netizens called it interesting, and called the press conference of Xingyu Technology this time an epic linkage of the galaxies, and the linkage of so many star-level enterprises is a huge attraction and hot spot in itself.

At this moment, stimulated by the news, the stock price of Xingyu Technology rose in response, and the companies that appeared in the announcement, such as WeChat and Yixing Video, followed suit, and the matrix quantum lying in the underwater nest also strengthened in the afternoon and fluctuated all the way up.

The big guys in the constituent stocks of the New Stock Exchange 50 Index moved up almost at the same time, which also made the index easily turn red and rise at the end of the session.

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