ChatGPT has ignited the technology sector, with Baidu and related concept stocks leading the way.
Recently, influenced by positive news, Baidu and Baidu concept stocks have risen, and investors are closely watching the participation of related companies and industries.
On February 1st, Baidu's US stocks rose more than 15% in early trading, leading the way in Chinese concept stocks. Baidu concept stocks in A-shares saw a surge, with Synthesis Electronic Technology rising more than 10%, Visual China Group reaching an intraday increase of 6.44%, and Wondershare Technology Group, Huizhou Desay SV Automotive, and Hand Enterprise Solutions, as well as other Baidu concept stocks and AI and domestic software stocks, all experienced varying degrees of increase.
On various capital market information platforms, investors have been asking about Baidu's related companies and their participation in the Baidu ChatGPT project.
On January 30th, according to media reports, Baidu plans to launch an AI chatbot service, similar to the recently popular ChatGPT, which may become a highly anticipated product in China's chatbot competition. It is understood that this tool will allow users to obtain conversational search results and is positioned as a "generational transformation that leads the search experience".
It is worth noting that Baidu Group has surged nearly 36% this year. Since the low point in October, Baidu's Hong Kong stocks have recovered more than 100%.
With the emergence of ChatGPT in the United States, its developer OpenAI's valuation has doubled, reaching 29 billion US dollars. On February 1st, OpenAI officially announced the launch of ChatGPT's pilot subscription plan, ChatGPT Plus, priced at $20 per month. Currently, users in the United States can submit applications through the OpenAI official website to join the waiting list.
Experts in Silicon Valley and the technology field have all expressed that the emergence of ChatGPT and the launch of its subscription version demonstrate that artificial intelligence is accelerating from vertical fields towards the general track. This is a highly commercially potential and highly productive field.
Based on this, investors and analysts have started to reevaluate Baidu's business value.
Baidu has been deeply involved in the field of artificial intelligence technology for many years, with a four-level technology stack of chips, frameworks, models, and applications. Among them, the parameter scale of the Wenxin series large model has reached 260 billion, surpassing Google's T5 and OpenAI's GPT-3, and it is the largest Chinese monolithic model in the global industry, which has been widely used.
According to Analysys International, the AIGC concept sparked by ChatGPT has been booming in the technology circle recently, and at this stage, Baidu is the fastest progressing company in China. The market estimates that there may be a product similar to ChatGPT launched in March, and the subsequent performance is worth looking forward to. Investors are recommended to pay attention.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment