300113 顺网科技 中线看到30

Dec 30, 2024

个人见解，不作为他人投资参考
止损15.92
中长线目标价：31.4

行业：通信>通信服务>通信服务Ⅲ
概念：腾讯概念、电子信息、互联网金融、广告营销、网络直播、电子竞技、手机游戏、国产操作系统、云游戏、边缘计算、元宇宙、东数西算（算力）、NFT概念、云计算、AIGC概念、数据确权、虚拟数字人、百度概念、算力租赁、英伟达概念、华为概念、人工智能、Web3.0、大数据、文化传媒概念

英伟达：为游戏提供定制化AI模型代工服务|华为：每隔4个月，AI计算需求就会翻倍
游戏+AIGC+虚拟数字人+广告营销
1、公司传统业务为“本地公共上网场所+游戏”的IT服务平台，管理软件市占率行业第一；
旗下拥有“网维大师”“顺网雲”“顺网云游戏”“泡泡加速器”“5866商城”等；
2、公司投入运行的边缘计算节点已超200个，覆盖一线至三四线城市，投入高GPU算力服务器已超1万台
游戏+AI
公司泛娱乐服务相关的产品主要包括Gamelife、顺网游戏等。公司GPU云计算业务部分涉及深度学习和AI训练场景

Personal opinions, not as investment reference for others
Stop loss 15.92
Medium and long-term target price: 31.4

Industry: Communications>Communication Services>Communication Services III
Concepts: Tencent concept, electronic information, Internet finance, advertising and marketing, online live broadcast, e-sports, mobile games, domestic operating systems, cloud games, edge computing, metaverse, east number and west calculation (computing power), NFT concept, cloud computing , AIGC concept, data confirmation, virtual digital human, Baidu concept, computing power rental, NVIDIA concept, Huawei concept, artificial intelligence, Web3.0, big data, cultural media concept

NVIDIA: Provides customized AI model foundry services for games | Huawei: AI computing demand doubles every 4 months
Game+AIGC+Virtual Digital Human+Advertising Marketing
1. The company’s traditional business is an IT service platform of “local public Internet access venues + games”, and its management software market share ranks first in the industry;
It owns "Network Master", "Shunwang Cloud", "Shunwang Cloud Game", "Bubble Accelerator", "5866 Mall", etc.;
2. The company has put into operation more than 200 edge computing nodes, covering first- to third- and fourth-tier cities, and has invested more than 10,000 high-GPU computing power servers.
Game+AI
The company's pan-entertainment service-related products mainly include Gamelife, Shunwang Games, etc. The company's GPU cloud computing business involves deep learning and AI training scenarios