A message that has not been announced by the Ministry of Industry and Information Technology directly startled A-share technology stocks on Monday. China’s path in artificial intelligence remains a long way to go, and right now confidence is indeed lacking.
The Ministry of Industry and Information Technology has not disclosed any related information about this message. Instead, overseas media have widely reported it, which makes me question the authenticity of the information a bit.
However, for domestic technology stocks, with the National Day holiday coming up, these days investors are definitely on high alert—everything seems like a warning, and every rumour raises alarm.
Going forward, we still need to pay attention to whether the Ministry of Industry and Information Technology confirms the authenticity of the message.
The conceptual logic mentioned earlier—domestic chips take responsibility for strategic direction and large-scale inference → NVIDIA’s high-end GPUs act as a supplement for the gap in training and high-performance computing → controlling reliance on NVIDIA chips through the number of approvals and their intended uses.
To make this possibility a reality would be quite challenging. At the very least, if there are no supporting regulatory measures to limit it, it could easily hurt the stock prices of domestic AI companies first #英国FCA获法院令追缴85.1万英镑
The Ministry of Industry and Information Technology has not disclosed any related information about this message. Instead, overseas media have widely reported it, which makes me question the authenticity of the information a bit.
However, for domestic technology stocks, with the National Day holiday coming up, these days investors are definitely on high alert—everything seems like a warning, and every rumour raises alarm.
Going forward, we still need to pay attention to whether the Ministry of Industry and Information Technology confirms the authenticity of the message.
The conceptual logic mentioned earlier—domestic chips take responsibility for strategic direction and large-scale inference → NVIDIA’s high-end GPUs act as a supplement for the gap in training and high-performance computing → controlling reliance on NVIDIA chips through the number of approvals and their intended uses.
To make this possibility a reality would be quite challenging. At the very least, if there are no supporting regulatory measures to limit it, it could easily hurt the stock prices of domestic AI companies first #英国FCA获法院令追缴85.1万英镑
