【产业趋势和主题投资专题】关注国内外AI应用落地最新进展。China Merchants Securities has released a research report stating that there have been new developments in AI both domestically and internationally, and there are various applications.
According to the Zhongton financial app, China Merchants Securities has released a research report stating that there have been new developments in AI both domestically and internationally, and there are various applications. In terms of policies, it is recommended to focus on equipment updates, grid investments, and innovative drugs, which are the three key areas supported by fiscal funds. In addition, the real estate chain is also expected to become a key supported area, and attention should be paid to the speed of fund implementation.
The main points of China Merchants Securities are as follows:
Focus on the latest developments in domestic and international AI applications in the industry trend and thematic investment special topic.
AI Big Model: 1) Grok-2, owned by Elon Musk, adds image generation, with performance comparable to GPT-4o. On the evening of August 13, local time, xAI, AI company owned by Elon Musk, announced the release of the test versions of language models Grok-2 and Grok-2 Min. 2) Meta releases the most powerful open source AI model, Llama3.1. On July 23, Meta released the most powerful open source AI model, Llama 3.1. 3) OpenAI enters the search engine market and launches SearchGPT. In the early morning of July 26, OpenAI released a new AI search product, SearchGPT, officially entering the highly anticipated search market. SearchGPT is powered by the GPT-4 series model and can access real-time internet information.
Autonomous Driving: Huawei Xiangjie S9 debuts with advanced ADS 3.0 intelligent driving. At Huawei's Panoramic Smart flagship car conference on August 6, Huawei officially released its panoramic smart flagship sedan, Xiangjie S9, with more than 2,500 orders placed within 24 hours.
Humanoid Robots: 1) Figure AI unveils the second-generation humanoid robot Figure 02. On August 6, Figure AI, an AI robotics startup, officially launched its second-generation humanoid robot, Figure 02, which is known as the "most advanced AI hardware on Earth", marking the arrival of a new era of intelligent manufacturing. 2) "Genius Boy" Zhihuijun returns with a series of five commercial humanoid robots. On August 18, Zhihuijun, the "Genius Boy", launched a series of five commercial humanoid robots, including the "Expedition" and "Lingxi" series.
AI Hardware: 1) AI glasses Ray-Ban Meta soaring sales, Llama 3 creates a new multimodal interactive carrier. Meta and Ray-Ban's second-generation product, Ray-Ban Meta, has impressive sales data and has sold over 1 million units since its release in April this year, and has been consistently out of stock. 2) Solos releases the world's first GPT-4o AI glasses. On July 1, Solos, a consumer brand from Hong Kong, China, also released its new AirGo Vision smart glasses with a built-in camera, making it the world's first GPT-4o-supported smart glasses. 3) Google Pixel 9 series phones deep integration of artificial intelligence. Google launched the annual flagship phone, Google Pixel 9 series, equipped with its latest Gemini AI technology on August 13, US Eastern Time.
Risk Warning: Policy implementation falls short of expectations, macroeconomic fluctuations, subjective forecasting biases, and industry development falls short of expectations.
