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603881AtHub(603881) 海通证券·2024-06-21 06:55

Summary of Conference Call Transcript Industry or Company Involved - The discussion revolves around the GPU (Graphics Processing Unit) industry Core Points and Arguments - The GPU operations are highlighted as a significant premise for the industry [1] - The company has previously conducted explorations in this area, indicating ongoing interest and research [1] - There is a notable uncertainty in the supply chain channels, which are described as particularly unstable [1] - Demand and pricing for GPUs are also characterized as not very stable, impacting market dynamics [1] - Currently, it is possible to acquire GPU cards for computational tasks, but the focus is on whether the prices are competitive [1] Other Important but Possibly Overlooked Content - The mention of supply chain stability and pricing fluctuations suggests potential risks for investors in the GPU sector [1]