Author: Technical genius Big Fei
Artificial intelligence is the development of the times, is the absolute main line of this round of the market, at present, I think, artificial intelligence market will go through at least three stages:
The first stage is the emotional hype period, when Chatgpt burst out of the circle, it only took two months to exceed 100 million monthly activity, the market suddenly realized that the AI era had arrived, and then all AI-related targets experienced a round of rapid rise;
In the second stage, as sentiment gradually calms down, the market will gradually shift to the logical stock selection stage, paying more attention to companies that really benefit from this AI wave and companies that may make Chinese Chatgpt products;
In the third stage, as domestic giants have launched their own AI products and open source models, various types of AI applications will blossom everywhere, and this link is the real sea of stars in the future.
At present, the AI sector has really begun to rise for only one month, and it is still in the first stage of the emotional fermentation period, and then as the market gradually calms down, it is about to enter the second stage of logical stock selection!
One
AIGC, ChatGPT concept:
AI has rich application scenarios and data accumulation in China, and the policy environment continues to be optimized, with the investment of giants, it is expected to accelerate the development of AIGC-related industrial chains.
1. Manufacturers with AI algorithm commercial landing: iFLYTEK, Tolls.
Among them, AI leader iFLYTEK, as an A-share artificial intelligence leading company, has realized artificial intelligence technology monetization in many fields such as education, smart city, medical and C-end hardware products, and its revenue and profit have continued to grow.
2. Application manufacturers of AIGC related technical reserves: Flush, 360, Kingsoft Office.
Among them, AI large model provider 360, data, algorithms, computing power is the three cornerstones of AI, if you want to launch Chatgpt-like products, massive training data, hundreds of billions of parameters of large models and huge computing power expenditure is essential, domestic companies that can meet the above conditions in addition to Internet giants, 360 companies have corresponding advantages.
3. Beneficiary target in the field of AI data: Haitian AAC.
The training data developed and produced by Haitian AAC covers the three core AI fields of intelligent speech, computer vision and natural language processing.
4. AI human-computer interaction: Hanvon Technology, Cloudwalk Technology.
Hanvon Technology is a pioneer in the field of artificial intelligence, with continuous investment in visual image recognition and human-computer intelligent interaction, and has industry-leading key technologies in the artificial intelligence industry chain such as text image recognition, natural language processing, biometric recognition, intelligent video analysis, and intelligent human-computer interaction.
5. Potential beneficiaries of AI synthetic data: Baidu, Alibaba, Tencent, Kingsoft Office, China Telecom.
6. Manufacturers with AI foundation: Cambrian, SenseTime, Haiguang Information, Inspur Information, Shuguang, Jingjiawei, Lenovo Group, Unigroup, Loongson Zhongke.
Inspur has made layout and continuous R&D investment in AIGC track from the aspects of underlying computing capabilities, middle-layer large model algorithm capabilities and upper-layer industry applications, and will continue to release AIGC's support products in the future. The company's market share in the field of artificial intelligence server ranks first in the global AI server market, and its market share in China has maintained more than 50% for five consecutive years. Baidu is an important customer of the company.
Two
Data and Communications:
Artificial intelligence and big data are inseparable, and many applications of big data can be attributed to artificial intelligence. With the rapid application and popularization of artificial intelligence, the continuous accumulation of big data, and the continuous optimization of algorithms such as deep learning and reinforcement learning, big data technology will be more closely integrated with artificial intelligence technology, with the ability to understand, analyze, discover and make decisions on data, so as to obtain more accurate and deeper knowledge from data, mine the value behind data, and give birth to new formats and models.
1. AI+ data elements: China Telecom, China Unicom, China Mobile.
As the "water sellers" of China's computing power and data transmission capacity, the three major operators are expected to deeply participate in AI, which is an important infrastructure for running, storing and interacting AI data in the AIGC era. Among them, China Telecom has built core and large-scale computing power clusters in six regions across the country, carrying large-scale AI training and large-scale cloud data reasoning scenarios across the country.
2. Operator network and computing power hardware: ZTE, Unigroup, Ruijie Network.
Since 2022, ZTE and other domestic ICT manufacturers have accelerated the deployment of high-performance and high-computing power server/switch product lines, and their share in the domestic market has continued to increase.
3. Operator data link: Zhongxin Saike, Haohan Depth, Hengwei Technology, Oriental Guoxin, Tianyuan Dike.
In the field of network content security, the company upgraded the network situation analysis system, developed the big data analysis system for epidemic traffic, and the network traffic quality monitoring system for operators, and deployed it on a large scale.
4. Optical module: Tianfu Communication, Zhongji Xuchuang, Huagong Technology, Guangxun Technology, Dekeli, Xinyisheng, Yuanjie Technology.
Tianfu Communications has previously increased its investment in R&D projects such as high-speed optical engines, and has had obvious revenue in 22 years, and it is still expected to increase significantly in 23 years. It supplies to the world's leading AI computing power core chip manufacturers. The card slot has obvious advantages!
5. Optical fiber and cable: Changfei optical fiber, Hengtong Optoelectronics, Zhongtian Technology, etc.
Zhongtian Technology has 30 years of manufacturing experience research and development, integrating the national first-mover advantage of the identification resolution system, as well as industry-leading technologies such as cloud native, blockchain, 5G, digital twin, and artificial intelligence.
6. Silicon photonics chips: optical library technology, acousto-optoelectronic technology, Sai Microelectronics;
With semiconductor business as the core, facing the era of Internet of Things and artificial intelligence, on the one hand, we focus on the development of MEMS process development and wafer manufacturing business, and on the other hand, actively layout GaN material and device business, and strive to become an international well-known semiconductor technology enterprise group.
7. Data Center IDC: Dataport (Leader), Sinnet (Leader), Inspur Information (Leader), Aofei Data (Leader), Dr. Peng, Baoxin Software, Shagang Co., Ltd., Hangzhou Iron and Steel Co., Ltd., Jialitu
8. Data center temperature control: Invic, Jialito, Runjian Co., Ltd., Sinnet, Aofei Data, Runze Technology, Dataport;
Behind the rapid growth of artificial intelligence is the exponential growth of computing power, Invic based on the end-to-end liquid cooling technology platform and efficient electronic heat dissipation/heat conduction platform built in the past few years, to provide customers with suitable and innovative air-cooled or liquid-cooled cooling solutions in computing power equipment and other related fields.
9. Cloud computing & big data: Runze Technology, Youkede, Baoxin Software;
Baoxin Software is actively exploring the innovative application of artificial intelligence technology in the field of steel.
10. Display control: Hikvision, Dahua shares.
Hikvision focuses on technological innovation in the fields of IoT sensing, artificial intelligence and big data, and strengthens the full-process service capabilities of large-scale complex intelligent IoT system construction. At the same time, Hikrobot will be built into an independent listing platform for machine vision and mobile robot business under the company.
11. GPU: Jingjiawei, Hangjin Technology, and unlisted Horizon, Black Sesame, Moore Thread;
Jingjiawei's JM9 series graphics processing chips can be applied to high-performance display and artificial intelligence computing fields such as geographic information system, media processing, CAD-aided design, games, and virtualization.
12. AI training chips: Cambrian, SenseTime (Hong Kong stocks), Flinton Technology (unlisted);
As a world-renowned emerging company in the field of intelligent chips, Cambrian has developed intelligent processors and chip products covering full computing power at the "cloud edge", many industry solutions based on Cambrian chips, and diversified artificial intelligence hardware products.
13. Integration of storage and calculation: Hengshuo shares, Dongxin shares;
The key to the future development of the Internet of Things, artificial intelligence and other industries and product upgrading, Dongxin Co., Ltd. grasps the new opportunities of artificial intelligence and becomes the direction and focus of future integrated circuit design and related application research and development.
14. PCB/carrier board: Hudian Co., Ltd., Shennan Circuit, Xingsen Technology, Shiyun Circuit, Chongda Technology;
With the gradual landing of applications such as digitalization, Internet of Things and artificial intelligence in various industries, the demand for servers has shown a rapid growth trend, and Shennan Circuit Company will continue to strengthen the development of related products to prepare for market breakthroughs.
Three
Hashrate and CPO:
The improvement of computing power is the premise of the development of artificial intelligence! With the rapid development of AI and the expansion and landing of downstream application scenarios, the demand for low-power and high-computing power solutions CPO is expected to increase rapidly, and manufacturers with strong strength in the industry are expected to gain development opportunities and enjoy the dividends of industry growth.
Three leaders in the computing power link: Inspur Information, Zhongke Shuguang, Unigroup,
UnitTech currently develops high-speed optical connection technology, laser technology, and chip-scale photoelectric hybrid packaging technology for next-generation products such as NPO (near-packaged optics)/CPO (co-packaged optics).
Ruijie Networks, the company launched data center switches using CPO technology, and participated in the writing of COBO's CPO switch design white paper
Zhongji Xuchuang, the company has released high-power lasers, mainly suitable for small size pluggable external light source module (ELSFP), silicon photonics module and photoelectric co-encapsulation module (CPO)
Tongyu Communication, the main contents of the "Wuhan R&D Center Construction Project" include high-speed optical device packaging platform, CPO co-packaging process and optical module technology and products.
Zhongjing Electronics, CPO technology may become a high energy efficiency ratio solution under high computing power of AI, the company will accelerate the development and introduction of high-speed optical modules, switches, AI and data center servers and other applications.
Tianfu Communications, the company is developing the goal of "laser chip integrated high-speed optical engine", the goal is to develop a high-speed optical engine suitable for CPO solutions.
Xinyisheng, the company currently has the layout of photoelectric common packaging (CPO) technology direction.
Optical Technology, the company has technical reserves in the field of photoelectric co-packaging (CPO).
Decoli, the company researches technical solutions for higher speed miniaturized long-distance optical transceiver modules such as 800G and CPO (Co-Package Optic Co-package).
Scarstar, the CW DFB laser developed by the company can be used in the CPO ELSFP light source module.
Hengtong Optoelectronics, the company has successfully launched the first 3.2T CPO working prototype in China.
Four
Information Innovation and Media:
The information and innovation sector has experienced two upward cycles, the basic software of information and innovation is constantly favorable, the industry is expected to usher in a gradual landing, and basic software and hardware enterprises will have greater performance flexibility.
The media sector is a company with content production scenarios, high-quality data or customers (such as literary novels, pictures and videos, etc.) in the downstream application field of AI.
1、
Xinchuang:
China Software (the leader of the two electric core targets), China Great Wall (the leader of the two electric core targets), Taiji Co., Ltd. (the two electric core targets), Shensangda A (the two electric core targets), Yonyou Network (the leader), Chuling Information, Zhongke Shuguang (Haiguang ecological leader), ArcherMind Technology (Kunpeng industry chain), Changshan Beiming (Kunpeng industry chain), Donghua Software, Kingsoft Office, Baolander, Zhuoyi Information, Zhongfu Information, Digital China (Kunpeng ecological leader)
Based on artificial intelligence technology, Chuling Information's intelligent dialogue platform provides users with multimedia intelligent response services in the form of Chatbot, and has mature applications such as AI intelligent customer service, intelligent outbound call, text robot, call assistant, intelligent training and so on.
2、
Internet Media:
37 Interactive Entertainment (Dragon Head), Caesar Culture (Dragon Head), Shengtian Network (Dragon Head), Fuchun Shares, Perfect World, Youzu Network, Century Huatong, Palm Fun Technology, Gigabit, Electric Soul Network, Shunwang Technology, Baotong Technology, Kunlun Wanwei (Dragon Head), Chinese Online, Visual China (Dragon Head), 37 Interactive Entertainment, Kaiying Network, BlueFocus, Sanrenxing, Wondershare Technology.
Kunlun Wanwei released the full series of "Kunlun Tiangong" AIGC algorithms and models, and announced that the model was open source. The models of "Kunlun Tiangong" include SkyPaint, Tiangong Lefu SkyMusic, Tiangong Miaobi SkyText, and Tiangong Smart Code SkyCode, covering multi-modal content generation capabilities such as images, music, text, and programming, marking that Kunlun Wanwei has become one of the companies with the most comprehensive layout in the field of AIGC in China, and it is also one of the few companies in China that has devoted itself to the AIGC open source community