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AI application concept stock leading collation; Artificial intelligence leader in 2023

author:Koizumi looks at finance

The technological revolution of the 21st century - artificial intelligence, the entire artificial intelligence sector may be "bull stocks".

The hype enthusiasm of funds, wave after wave, Bill Gates' understanding of artificial intelligence, in 2023, the era of artificial intelligence has begun. A number of artificial intelligence have been heavily invested by the national team and bought by institutions and top tourist funds for hundreds of millions of yuan.

What are the leading stocks of artificial intelligence in 2023? What are the artificial intelligence concept stocks?

AI application concept stock leading collation; Artificial intelligence leader in 2023

On March 29, 2023, the first China AIGC Industry Peak hosted by Qubit announced the "China AIGC 50" list, and the leading artificial intelligence stocks "iFLYTEK and Inspur Information" were successfully selected into the list.

China's 50 most noteworthy artificial intelligence companies and the world's top 100 officially selected artificial intelligence companies can be viewed below, and they will not be expanded here:

AI+ Games: Shenzhou Taiyue, Shengtian Network, Kaiying Network, 37 Interactive Entertainment, Gigabit, Perfect World

AI+ Media: Mango Super Media, Light Media, Shanghai Film, Huace Film and Television, Aofei Entertainment, China Film, Bona Film, Wanda Film

AI+ Marketing: Yidian World, Sanrenxing, BlueFocus, Focus Media, Zhejiang Internet, Leo, Xuanya International

AI+ e-commerce: Aoki Co., Ltd., Wakayuchen, Jihong Co., Ltd., Huakai Yibai, Focus Technology, Kaichun Co., Ltd., Onenet Onetron, Beauty Beauty, Worth Buying, Rebate Technology

AI+ Office: Kingsoft Office, Foxit Software, MMS Co., Ltd., Wondershare Technology, Panwei Network, Zhiyuan Internet, Yonyou Network, Kingdee International

AI+ education: iFLYTEK, Century Tianhong, Shengtong Co., Ltd., Chuanzhi Education, Jiafa Education

AI+ Industry: Zhongwang Software, Supcon Technology, Saiyi Information, Hande Information, Nengke Technology, Dingjie Software, Baoxin Software

AI+Medical: Venture Wellcom, Jiuyuan Yinhai, Weining Health, Neusoft Group, Jiahe Meikang, Yidu Technology, Wanda Information, Shanda Diwei

AI+Law: Tongdahai, Huayu Software, Jinqiao Information

AI+Finance: Flush, Oriental Wealth, Yusys Technology

AI+ Architecture: Guanglianda

AI+ remote sensing: aerospace macro map, Zhongke star map

AI+ network security: Anheng Information, Meiyapaike, and Sincong

AI application concept stock leading collation; Artificial intelligence leader in 2023

The full list of AI core leading stocks

1. Basic computing power: Aofei Data, Dataport, Sinnet, etc

2. Intelligent computing power: the three major operators, Huawei, ZTE, Hongbo shares

3. Supercomputing power: Dawning of Science and Technology, Inspur Information, Huawei

Algorithm model combing: Baidu, 360, SenseTime-W, iFLYTEK, Tolls, Hanwang Technology, Yuncong Technology-UW, Tongfang Shares, Haitian Ruisheng, Kunlun Wanwei, etc

Data element combing: Tongfang shares, Yihualu, Kunlun Wanwei, Chinese Online, Baidu, 360, etc

Application-side combing:

AI+ Industry: Lingyunguang

AI+ Painting: Wondershare Technology

AI+ Writing: Chinese online

AI+ Retail: Sanjiang Shopping

AI+ Finance: Flush, Hang Seng Electronics

AI+ Office: Kingsoft Office, Multimedia Shares

AI+ Games: Tom Cat, Giant Network, 37 Interactive Entertainment, Gigabit, Kaiying Network, Baotong Technology, Shengtian Network, Shengzhou Taiyue, Giant Network, Youzu Network, Perfect World

AI+ Marketing: BlueFocus, Yidian Tianxia, Yuen Long Yatu, Sanrenxing, Zhejiang Internet Internet, Tianxia Show

AI+ e-commerce: Guangyun Technology, Rebate Technology, Worth Buying, OneNet, Aoki, Beauty Makeup, Wakayuchen.

AI+Medical: Weining Health, Genor Meikang, McAudi, Runda Medical, Langma Information

AI+ Education: iFLYTEK, Shiyuan Shares, Shengtong Shares, Fangzhi Technology, Hitevision Technology, and Jiafa Education

AI+ Film and Television: Chinese Film, Light Media, Huace Film and Television, Huanrui Century, Mango Super Media

AI+Virtual Human: BlueFocus, Jebsen Shares, Tianyu Digital, Tolls, Cloudwalk Technology

AI+ Video: Danghong Technology, SumaVision, Neta Software, Meizu Technology

AI+ intelligent robot: Cloudwalk Technology, China Science and Technology Chuangda

May is followed by over-fall, inflation-based, from which it can also be seen that the middle line in May is slowly starting, whether you can grasp the new rhythm in May, it depends on the change in thinking and who to go with, more than 85% over-fall, the stock price is less than 10 pieces, seriously undervalued, the space is expected to be 80%, and the circle reminds the entry in real time! The classic battle of the circle is the recent Chinese science biography and Ciwen Media, which is still good! But here I can't say, leave a suspense, I, GDP Jiuxi Yixi , my general words, announced here, see if there are destined people, how much can be harvested in May, it depends on everyone's luck, good tickets are available every day, a new beginning in May!

Rockchip

Related concepts: The company mainly provides end-side and edge-side AISoC chips, which have the characteristics of high computing efficiency, high energy efficiency, and low power consumption, and comprehensively optimize the pre- and post-processing required for end-side and edge-side data, further improving the processing efficiency of the overall process of AI applications.

Core technology: The company focuses on the needs of AIoT applications, focuses on the research and development of core technologies such as artificial intelligence processing, image and visual processing, intelligent voice, photoelectric integration, etc., while improving and optimizing the original video coding and decoding, multi-screen display and other technologies, and has formed a perfect overall solution for high-precision perception, cognition and interaction.

Centroam shares

Related concepts: The company's 12nm advanced process has been widely used in various chips and has been widely used, including S series chips, T series chips, AI series chips and V series chips.

Core technology: The team has profound technical accumulation in audio and video decoding, analog circuit and digital circuit design, production process development, etc.

Fudan Microelectric

Related concepts: The company has established and improved product lines such as security and identification chips, non-volatile memory, smart meter chips, FPGA chips and integrated circuit testing services, which are widely used in finance, network communications, home appliance equipment, automotive electronics, data centers, artificial intelligence and other fields.

Core technology: The company's FPGA has a series of ultra-large-scale heterogeneous converged programmable logic devices, and has taken the lead in successfully developing billion-gate FPGAs and heterogeneous converged programmable system-on-chips, as well as reconfigurable chips for fusion field programming and AI for artificial intelligence applications.

AI application concept stock leading collation; Artificial intelligence leader in 2023

Ziguang Guowei

Related concept: Unigroup, a shareholding subsidiary of the company, is engaged in FPGA business and is a leading enterprise in the field of AI chips in China.

Core technology: The company has mastered the core technologies of near-field communication, security algorithm, security attack and defense, high reliability and other core technologies related to intelligent security chips, has a number of core patents, and has built a technical platform for design, testing, quality assurance and process outsourcing, which can ensure the research and development, manufacturing, testing and application development of a variety of process nodes.

TCL Technology

Related concepts: The company's MoXun semiconductor AI chip R&D project will focus on intelligent connection, perception, AI voice interaction, AI visual interaction, and AI image processing and other integrated circuit chip design.

Core technology: subsidiary Huaxing exclusively developed high color saturation CPLP+IEST energy-saving + low blue light technology, and the next generation of fully flexible AMOLED production line has been mass-produced, leading the broad application prospects of folding and curling products.

Montage Technology

Related concept: The company's first-generation AI chip has completed the tape-out of engineering samples by the end of 2022, and a series of testing, verification, and sample delivery will be carried out in the follow-up.

Core technology: The company invented DDR4 fully buffered "1+9" architecture, which was finally adopted by JEDEC international standards, which will evolve into a "1+10" framework in the DDR5 generation, in the DDR5 generation, the company led the development of DDR5 first-generation, second-generation, third-generation memory interface chip international standards, consolidating the company's technological leadership in this field.

Cambrian

Related concept: The company's Siyuan 370 is an integrated artificial intelligence chip, which is Cambrian's first AI chip using chiplet technology, using 7nm process technology, with a maximum computing power of up to 256TOPS, which is twice the computing power of Cambrian's second-generation Siyuan 270.

Core technology: The core technologies such as intelligent processor instruction set and intelligent processor microarchitecture, intelligent chip programming language, and intelligent chip mathematical library mastered by the company have the characteristics of high barriers, difficult research and development, and wide application, and have important technical, economic and ecological value for the integrated circuit industry and artificial intelligence industry.

Jing Jiawei

Related concepts: The company has always focused on the research and development of the GPU field, and improved the performance improvement and technical iteration of graphics artificial intelligence algorithms through continuous research and development investment.

Core technology: In the field of graphics processing chips and graphics display and control, after years of technology accumulation, the company has successfully developed a number of graphics processing chips with independent intellectual property rights, and successfully developed graphics display and control module products with independent graphics processing chips as the core to achieve large-scale application

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