My Fintech Empire

Matrix Quantum stopped its three-day winning streak. The stock closed down -4.96% after the market today, at 303.88 yuan/share. The daily turnover released a huge amount of 68.5 billion, accounting for nearly a quarter of the turnover of the Singapore Exchange today. The SGX 50 Index also closed down -0.69% at 2367.01 points.

The funds switched on the market, and the concept sectors such as electricity and photovoltaics were hot, especially the photovoltaic sector, which saw a surge in the daily limit. Whether it was on the Singapore Exchange or the main board of the two neighboring cities, the relevant stocks showed a red scene.

Various big V teachers wrote short essays and shouted: The end of AI is computing power, the end of computing power is electricity, and the end of electricity is photovoltaics!

The reason for this argument is that the second-generation model technology of Matrix Quantum's artificial intelligence is now open source, which will further promote the great development of generative AI and greatly increase the demand for data center computing power.

Now Qunxing Capital has also invested 7 trillion yuan to treat storage and computing power as infrastructure, and to develop storage and computing infrastructure projects, which will make the sharp rise in power consumption a predictable sign.

If the power generation soars sharply, it will definitely not come from traditional fossil energy such as coal, because now we all talk about environmental protection and there are related indicators. It is likely that renewable and pollution-free green and clean new energy such as wind, solar, water and ionization will be increased.

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 sector rose by more than 4 points that day, but at that time everyone's attention was attracted by the three consecutive daily limits of matrix quantum, and it was not until the weekend that everyone reviewed the market that it fermented.

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The next day, Tuesday, April 11.

Today, the A-share market opened, and matrix quantum opened slightly lower and then turned red, but after rising to nearly 2 percentage points, it began to fall back. At around 10 o'clock, it turned green again and continued to fluctuate downward.

The previously hotly speculated related stocks also began to differentiate today. At the same time, the energy storage sector received a large-scale net inflow of funds, and related concept stocks began to move up frequently.

At around 12 noon, during the lunch break of the main board next door, a market analysis report from a securities firm stated that with the vigorous development of the storage and computing center industry, its energy consumption will continue to increase in the economy. It is expected that after the completion of the 7 trillion storage and computing project plan, by 2025, its total energy consumption will reach 2 trillion kilowatt-hours (kWh) per year, accounting for about 16.6% of the total electricity consumption in the society at that time.

The data calculated by the analyst is scary. What is the concept of 2 trillion kWh of electricity consumption? The annual power generation of the Three Gorges Dam is only about 100 billion kWh. It takes 20 Three Gorges Dams to use the annual power generation of all for the energy consumption of the storage and computing center.

You should know that the total electricity consumption of the society in 2016 was about 6 trillion kWh, which is equivalent to one-third of the electricity consumption last year.

Although the data given by the analyst is ridiculously large, it is not completely out of context.

It is because the scale of the storage and computing center to be built by the 7 trillion yuan plan of Qunxing is too large. Considering the development of new energy in the future, the cost of photovoltaic power generation in the northwest will decrease due to the scale effect, which will definitely increase the demand for electricity. For example, if the electricity bill is cheaper, large-scale industrial air conditioning can also accept its operating costs, and electricity consumption will of course soar.

Moreover, the comparison with the electricity consumption data in 2016 is not very rigorous. It should be compared with the total electricity consumption of the society seven years later. The analysis gives a 16.6% share data. He obviously judged that the total electricity consumption of the society will soar to 12 trillion kWh by 2025, which is double the total electricity consumption data of the society in 2016.

However, this 16.6% share data is still quite exaggerated. For every 1,000 kWh of electricity consumed, 166 kWh is consumed by the storage and computing power center.

Analysts give such data, no matter what, they cannot deny the fact that there will be a huge power gap in the future. Last year, the total energy consumption of data centers nationwide was about 120 billion kWh, and compared with 2 trillion kWh seven years later, it is a growth scale of +1566%.

The research report further stated that overall, the power consumption generated by the IT equipment system composed of servers, storage and network communication equipment accounts for about 45% of the total power consumption of the storage and computing center. From the perspective of energy cost, energy storage technology will become an important way to reduce electricity costs through "peak shaving and valley filling".

In short, I am very optimistic about the explosion of the future power energy market, especially renewable clean new energy such as photovoltaics, and the development of energy storage technology.

This research report also further stimulated market funds to dig deep into concept sectors such as new energy and energy storage. Concept sectors such as photovoltaics and electricity have strengthened again. At the same time, the concept of energy storage also took off in the afternoon, and related stocks set off a daily limit.

Even if the outrageous data given in the research report is watery, then squeeze out the water, and simply and crudely cut it in half, there is still a 1 trillion degree energy consumption gap, which is also an incredible growth expectation.

Big V teachers have also started to say that if the end of electricity is photovoltaics, then the end of photovoltaics is energy storage.

However, at this moment, the stock price of Matrix Quantum is still underwater at -5%, and the New Securities 50 Index is also running underwater. Although the energy storage concept sector is very lively and very eye-catching today, individual stocks are also in a trend of daily limit rise.

But the overall market size is too small, even less than one-fifth of the fraction of Matrix Quantum's market value after one trillion.

There are also companies related to energy storage listed on the SGX, and there are several of them. Now they are also rising sharply, but the market is too small, less than 10 billion, and they have not yet entered the SGX 50 Index constituent stocks, so they have no impact on the SGX's large-cap index.

The rise and fall of the SGX 50 Index depends on the large-cap stocks with hundreds of billions of yuan in the constituent stocks, and also on WeChat, Matrix Quantum, Xingyu Technology, and other super large-cap stocks with trillions or even trillions of yuan.

As time went by, at around 1:50 pm, a news announcement from Xingyu Technology not only ignited the technology circle, but also detonated the capital market.

Xingyu Technology issued an announcement that it will hold a new product launch conference in May this year. The specific date was not disclosed in the announcement, but it was confirmed to be in May.

This news quickly became a hot search on the news, and netizens who eat melons watched and discussed it. Xingyu Technology has not held a grand summer new product launch conference for a long time. Some self-media bloggers have begun to write about the "STAR5 mobile phone" coming.

Because the announcement did not specify what new products would be released, it left some suspense, but the outside world basically believed that the STAR5 smartphone would be released.

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

Wow, this has never happened in previous years. The onlookers called it interesting and called Xingyu Technology's press conference an epic linkage of galaxies. The linkage of so many star-level companies is itself a huge highlight and hot spot.

At this moment, stimulated by the news, Xingyu Technology's stock price rose, and companies that appeared in the announcement, such as WeChat and Yixing Video, followed suit. Matrix Quantum, which was lying underwater, also strengthened in the afternoon and fluctuated upward.

The big guys in the Xinzheng 50 Index constituent stocks almost moved up at the same time, which also made the index easily turn red and rise in the late trading.

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