Changwen base and public account have the same name
Following the 2 billion yuan of the owner of the Zhang Alliance to grab the dawn of China Science and Technology, today the owner of the Zhang Alliance once again threw 1.2 billion to grab the iFLYTEK;
The seat of "Guotai Junan Securities Co., Ltd. Shanghai Jiangsu Road Securities Business Department" should be familiar to everyone, and it is rumored on the Internet that it is the seat of the top travel capital chapter alliance master!
However, the market generally believes that this is not good news, for the reason we can see the performance of the stock after the owner of the Zhang Alliance swept the goods of Zhongke Shuguang;
On April 20, after the owner of the Zhangmeng swept the 2 billion Zhongke Dawn, the stock price rose in the short term but then fell sharply, and the position has just returned to the entry point of the Zhangmeng owner so far;
Therefore, it is no wonder that investors are full of worries about the next trend of Zhongke Shuguang.
However, there is still a big difference between the two sweeping time nodes of the Zhang Alliance Lord,
April 20 belongs to the period when AI is at the top of the short term, when the market is relatively hot, and it can even be said that it is overly hot.
This time, the main sweeping of the Zhangmeng University iFLYTEK time point stuck in the market sentiment has just warmed up, and the broader market has bottomed out;
Let me list another set of data:
On April 20, the Shanghai Composite Index 3367,
On June 1, the Shanghai Composite Index 3204,
The market position is different, the market sentiment is not the same, and the results may be different!
And today, the reason for the soaring limit of HKUST is from the WeChat screenshot transmitted on the Internet:
If ChatGPT is disabled, then the natural benefit is the domestic AI model!
There are already large models in China and companies listed on A-share shares:
iFLYTEK-Spark model
Kunlun Wanwei-Tiangong model
360-Intelligent brain model
All three stocks have seen a significant upsurge today!
Although the news transmitted on the Internet is unconfirmed, it is undeniable that if we use some confidential files to feed ChatGPT, there is a possibility of confidentiality leakage;
Therefore, the development of domestic large models is unstoppable, and there will be a fall in the short term, but in the long run, it is firmly upward!
In fact, the owner of the Zhang Alliance not only laid out Shuguang and iFLYTEK in the near future, but also swept the wave information in the early stage!
Whether it is Sugon, iFLYTEK or Inspur Information, they are all AI core stocks, and cover upstream and downstream.
From here, it can be seen that the owner of the chapter alliance has not given up the layout of AI!
The next market mainly revolves around AI, relying as much as possible on upstream CPO, storage and computing power;
If China wants to develop its own big model, these infrastructures are essential;
As for the downstream, try to participate in core stocks, such as iFLYTEK, Kunlun Wanwei, Wondershare Technology and other companies with core technologies.
Like and follow!!!
Trade without getting lost!!!