There is no opening today, let's talk to you casually.
1
News side reviews
On Friday, real estate and related sectors skyrocketed, and I mentioned in the article that it was because of the small essay.
That little essay actually went like this: Qingdao, Shandong, had a policy to reduce the down payment ratio. The first house has changed from the common 30% to 20%, and the second house has changed from the common 70% to 30%.
As a result, some people have begun to make up for the fact that those first-tier cities may also introduce such stimulus policies.
Judging from the two days of the weekend, this is really just a small essay. The property that rose on Friday will have to fall back next week.
To be honest, there are indeed a lot of small essays during this time.
But when you see the small essay, you also have to analyze and analyze it. When real estate was so difficult last year, house prices in Shanghai went up, so this is really unlikely.
The premise of the analysis is to look at the main line of the current market.
As mentioned earlier, the implied main line at the beginning of this year is "medium special valuation + AI". Now is more policy support for AI. To zoom in, it is not limited to AI, at least it is also technology.
Stock market conditions, hold the main line to eat meat, if you can't hold it, it is easy to be buried.
Perhaps the biggest message of the weekend is that the debt problem in the United States has eased for the time being, and the external environment has finally been a little "quieter".
Then the 9th of the week is the time when we release the CPI data for May, the 9th happens to be Friday, and the 6th is the time of Apple's development conference.
I personally think that the relevant industry chain of Apple MR will continue to perform next week, but what really matters is Friday.
If Friday's data looks good, the trillion-dollar market is likely to "make a comeback"; But if it still doesn't look good, then it's normal to continue the stock game.
What's more, June 15 is still the day of the US interest rate discussion.
Brother Zhiying still wants to remind everyone that when the market is not completely pullback, don't be too aggressive and bold, see more and operate less.
2
Plate reviews
Today I want to continue to talk to you about the big model section.
Microsoft's ChatGPT is a representation of the big model.
Talking to the big model, technical experts can complete various development tasks such as requirements analysis, software design, code implementation, software testing, code refactoring, defect inspection and repair.
Last week, news of various large models appeared in the market. For example, the Ministry of Industry and Information Technology has issued four honorary certificates for the deputy leader of the large model working group, and there are also high-level executives who want to use "large model licenses" to manage these companies.
So on Friday, I mentioned in the article that the main line in June will extend to large models and software that can reduce costs and improve efficiency through large models.
This sector belongs to science and technology, and the most bullish leader is still abroad.
Compared with domestic, this technology in foreign countries started earlier, and every process of the large model is led by foreign companies, and Microsoft's ChatGPT has come out to the fourth generation.
Many domestic companies have developed related products, such as Baidu's Wenxin model, iFLYTEK's Xinghuo model and Huawei's Pangu model.
The industry barriers in this sector are quite high.
The first is that it burns money. High investment in R&D and large investment in single training, these are not ordinary small and medium-sized companies can afford to play (a bit of a new energy vehicle taste).
Coupled with rumors that the top will be controlled with licenses, fewer players can actually enter the market.
As the only deputy leader unit in the A-share market, iFLYTEK has become the limelight.
Moreover, according to IDC's forecast, the domestic AI market will increase to $14.75 billion this year, accounting for 10% of the world's total. By 2026, it will achieve a market size of 26.44 billion US dollars, and the five-year compound growth rate from 2021 to 2026 will exceed 20%.
All in all, high growth, industry barriers, and few players are the objective status quo of this industry.
Brother Zhiying believes that the big opportunity of Big A is still in technology, and technology is the primary productive force.
If you want not to get stuck in the neck, you still have to look at technology.
Therefore, we must stick to the optical module that has realized the performance, and we cannot blindly bear the direction of the software.
3
Potential hope
A few days ago, many readers asked iFLYTEK in the message how it was.
In fact, in the field of AI, iFLYTEK is already a domestic leader. Even when compared with Microsoft's ChatGPT, its Spark model is not inferior.
At present, there are five main aspects of large model testing, namely long text generation, language testing, pan-domain open question answering, mathematical analysis, and code writing.
Regarding long text generation and language testing, iFLYTEK's Spark model is the strongest cognitive large model that has been launched in China and can be tested. Chinese has surpassed the ChatGPT level. In English, ChatGPT is 4.48 points, and the Spark model has reached 4.29 points.
In terms of solving mathematical problems, the Spark model not only far exceeds the similar models that can be measured in China, but also exceeds ChatGPT.
For pan-field open-ended questions and answers, questions such as common sense of life and scientific knowledge, the Spark model also answered well.
Only in terms of writing code, there is indeed a big gap between the Spark model and ChatGPT.
In addition, iFLYTEK began to lay out AI many years ago, so its algorithms in this direction are more mature than domestic Internet manufacturers, and related vertical fields also have data advantages in G-end and B-end.
More importantly, iFLYTEK's "AI+Education" and "AI+Healthcare" have formed a commercial closed loop.
"AI+Education" is iFLYTEK's largest vertical industry business, accounting for 34% of its total revenue.
The "intelligent medical assistant" in the medical field is the only intelligent auxiliary diagnosis system in the industry that has passed the national occupational physician qualification test, and it will be used regularly by hospitals in 30 provinces and 380 districts and counties in the country at the end of 2022.
In terms of fundamentals and status, Brother Zhiying feels that iFLYTEK is very good.
However, if the market is still in stock, funds may flow into other stocks that are not so "eye-catching" in the short term.
In addition, although Huawei, another heavyweight, is not listed, there are many listed companies in the industry chain.
Huawei's Pangu model will be released and closed beta at the developer conference on July 7.
According to Huawei's popularity, talent reserves, and computing power, the relevant stocks of the industry chain will rise again.
Finally, Brother Zhiying still wants to remind everyone to be cautious. Although AI is the main line, in the pullback stage of the broader market, it is easy to lose blood if it is not grasped well.
On the contrary, leave more positions to hold on to the power at least to ensure that it will not lose. Without loss, it has already outperformed most people.
All right! Let's talk about this today!
For next week's performance, if you have any ideas, you can do further communication in the message area!