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港股概念追踪 | 世界人工智能大会即将开幕 国产大模型迎新催化(附概念股)

Hong Kong stock concept tracking | The World Artificial Intelligence Conference is about to open, and domestic large models welcome new catalysts (with concept stocks)

Zhitong Finance ·  Jul 2 19:43

Zhitong Finance App learned that the 2024 World Artificial Intelligence Conference and High-Level Conference on Artificial Intelligence Global Governance (WAIC 2024) will be held in Shanghai from July 4 to 7. The conference is expected to be attended by 9 Turing Award, Fields Award, and Nobel Prize winners, and 88 academicians from home and abroad. The conference will cover key topics such as big models, data, computing power, physical intelligence, smart industry, and autonomous driving.

At this conference, the exhibition area was over 52,000 square meters, focusing on the three major sections of core technology, smart terminals, and application empowerment, focusing on key areas such as large models, computing power, robotics, and autonomous driving. Currently, more than 500 companies have confirmed their participation, and the number of exhibits has exceeded 1,500.

In terms of big models, major manufacturers are competing. Industry leaders such as Baidu, Alibaba, Tencent, Huawei, Shangtang Technology, iFLYTEK, China Mobile, China Unicom, and Starlink Technology debuted at WAIC 2024 with major new products. The conference will present 100 big models live.

WAIC 2024 will focus on full-stack computing power in the field of artificial intelligence. Companies such as China Unicom, Huawei, ZTE, and Suiyuan Technology will host a number of ecological forums to show how computing power can move from idea to implementation, empowering thousands of industries. The exhibition matrix of leading computing power companies also covered various “cloud, edge, and end” application scenarios, and vividly demonstrated how computing power can empower thousands of industries such as data centers, intelligent manufacturing, smart cities, and smart healthcare.

In addition, WAIC 2024 will focus deeply on the development of artificial intelligence, explore the huge development potential of the artificial intelligence industry through major forums and rich exhibits of intelligent robot innovation achievements, and jointly draw up a new blueprint for the intelligent robot era.

According to information, there will be more than 40 intelligent robots at the WAIC 2024 site this year, including about 25 humanoid robots. It will bring together companies such as Tesla, Tencent, NetEase Fuxi, Dafu, Fourier, and Yunshen Technology to present diverse innovations in intelligent technology, including humanoid robots, four-legged and wheeled robots, robotic arms and manipulators.

According to Moon Fox data, the mobile penetration rate of the generative AI industry has risen to 12%. The monthly activity has exceeded 40 million, and the average daily increase has remained stable. AI computing power has ushered in large-scale price cuts, and multi-modal and end-side models have been effectively improved. Small and medium-sized enterprises have become the main players participating in AI application innovation. AIPC and AI mobile phone architectures are beginning to take shape. The entire industry chain has maintained a rapid development trend, and the industry has broad room for emerging development.

The agency pointed out that at present, AI has initially been implemented in various industries to try to actually exert value for users. With the joint efforts of many companies in the industry, “artificial intelligence +” has penetrated deep into the user scene or has reached a tipping point of explosion.

Haitong Securities believes that WAIC2024 will showcase 100 major models and their applications, and domestic big models will receive a lot of attention. Furthermore, this year's conference will also focus on the field of intelligent driving in all aspects, drawing a new picture of intelligent transformation and upgrading of land, sea, and air. Tesla will showcase its latest FSD fully autonomous driving technology and smart models such as the Cybertruck; the three eVTOL intelligent aircraft will demonstrate the new momentum of the low-altitude economy on the spot. At WAIC2024, large domestic models received a lot of attention, and domestic AI development is expected to continue to accelerate in the future.

Related concept stocks:

Baidu Group-SW (09888): On June 28, Baidu released the Wenxin Big Model 4.0 Turbo. At present, Wenxin's cumulative number of users has reached 300 million, and the number of daily calls has reached 500 million.

Alibaba-SW (09988): Alibaba Cloud released Tongyi Qianwen 2.5 in early May, and the score was tied to GPT-4 Turbo. Currently, Ali has invested in mainstream domestic big model startups such as Minimax, Dark Side of the Moon, 10,000 Things, Smart Spectrum AI, and Baichuan Intelligence, with a total investment of over 13 billion yuan.

Shangtang-W (00020): The company presented its latest healthcare model, “Big Doctor”, at the 2024 Shanghai Stock Exchange. This model represents Shang Tang's latest achievements in the field of medical AI. In the evaluation of professional medical tasks, the performance of “big doctors” has surpassed GPT-4 in various medical tasks such as questioning and examination, electronic medical record generation, online consultation, guidance, follow-up, and auxiliary diagnosis decisions.

ZTE (00763): The company focuses on layout and investment in the field of artificial intelligence. With leading software and hardware digital intelligence base capabilities, the company provides end-to-end intelligent computing solutions, including intelligent computing infrastructure, AI software platforms, large models and applications, to meet the needs of different scenarios and help enterprises transform digitally.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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