Which is better, Zhongke Shuguang or Guangxun Technology?

Zhongke Shuguang (6030 19) is mainly engaged in the research and development, production and manufacturing of high-performance computers, general-purpose servers and storage products, and provides software development, system integration and technical services around high-end computers. China Merchants Securities said that relying on the high-quality resources of the Chinese Academy of Sciences, the company is expected to take the lead in benefiting from the localization of chips. Guang Hai, who holds shares in Zhongke Shuguang, married AMD. Is a domestic company that is at the forefront of Z in the process of server chip localization, and it is likely to become the "unicorn" of independent chips in the future. X86 chips jointly produced by Guang Hai and AMD are expected to be released in the second quarter, and10-200,000 chips will be delivered this year, which will be used for the production of Dawning autonomous servers at first. The company is expected to benefit from the cost reduction of time chips in Di Yi.