#世界车中国造 #
Playing ChatGPT? Huawei continues to come with good news, Pangu Chat+ trademark registration, Huawei concept stocks eat meat and drink soup
Hot events: Good news about Huawei's concept keeps coming. On June 5, Huawei will release a multi-modal 100-billion-level large model product called "Pangu Chat" that directly benchmarks ChatGPT. This "Pangu Chat" is expected to be held at the HUAWEI CLOUD Developer Conference (HDC. Cloud2023) is released and tested internally, and the products are mainly for ToB/G government and enterprise customers. In addition, Huawei has successfully registered a number of "Pangu" and "PANGU" trademarks.
Institutional highlights:
Soochow Securities: Huawei's Pangu model has the advantage of independent and controllable talent reserves and computing power, and is expected to become a leading large model in China, and its ecological industry chain is expected to usher in accelerated development. Guojin Securities: With the opening of the Pangu model, developers from all walks of life no longer need to "start from scratch", they only need to find the model they need on the cloud, and the Pangu model is equivalent to the "wheel" of AI in various industries, helping all walks of life accelerate intelligent transformation.
Minsheng Securities: While the underlying technology of large models and computing power continues to improve, AIGC drives the revolution on the application side, artificial intelligence empowers thousands of industries, and the deployment of large models on the edge side and mobile end has become an inevitable trend, and edge AI is becoming the next highland seized by various technology giants.
The main force is rushing, and AI is bursting again! Commercialization at any time, the "singularity moment" is coming? The two main lines look like a dark horse "ranch"
1. Promote the development of artificial intelligence in many places, in June it is recommended to bargain on the layout of AI news, on May 31, Shenzhen issued an action plan to accelerate the high-quality development of artificial intelligence and high-level application (2023-2024), proposing to integrate Shenzhen's computing power resources, build a city-level computing power overall scheduling platform, and realize "one-networked computing power, overall integration, and one-stop scheduling", and the city's public intelligent computing power and related network bandwidth can be coordinated to maintain the leading level in China. The Pengcheng Cloud Brain II project will start construction before the end of this year. In addition, Beijing has recently released an implementation plan to accelerate the construction of an AI innovation source with global influence; Shanghai proposed to give full play to the guiding role of artificial intelligence innovation and development projects, and support private enterprises to widely participate in the construction of artificial intelligence infrastructure such as data and computing power.
2. Media: AIGC opens a new era of media Internet For the media sector, Guosen Securities said that from repair to growth, AIGC opens a new era of media Internet. AIGC drives long-term investment opportunities in the media industry.
3. Games: The reversal of prosperity is approaching, May data is expected to verify the inflection point For the game sector, Shenwan Hongyuan Securities pointed out that the inversion of the game industry is approaching, the May data is expected to verify the inflection point, the industry revenue growth in the second half of the year is expected to accelerate to 20-30% or even higher, and the number of version numbers is expected to further increase. CICC said that the new tour production line was abundant during the year, and the outlook for the whole year was optimistic; In the medium and long term, AI-driven change is expected.
4. In terms of the specific layout of the two main lines to grasp the investment opportunities of the sector, Guosen Securities recommends that the two main lines grasp the investment opportunities of the sector:
1) Continue to be optimistic about the repair of low valuation based on AIGC and economic improvement, and focus on game sectors with valuation and growth advantages.
2) Continue to be optimistic about the long-term investment opportunities brought by AIGC.
Topway Information is Hongbo's supplementary dragon!
From the technical point of view, Topway Information hit a new stage high on Friday, and the daily chart showed the longest wave of the big three waves, and the beginning of the third wave; Thursday's limit is a gas limit, intraday sharp rise, in less than 10 minutes from falling more than 4%, to sealing the limit, pulling up more than 14%, without any adjustment in the middle, the main net purchase of 703 million yuan; a few minutes after Friday's opening of a strong limit, all show that the stock is the main force fierce.
From the perspective of mainstream sectors, the computing power sector is currently the most active sector of A-shares, and the leader of the computing power sector is Topway Information.
In terms of fundamentals, the company fully cooperates with Huawei in the field of computing power. Xiangjiang Kunpeng, a holding subsidiary of the company, has the authorization of Huawei Ascend complete machine partners, and based on Kunpeng processors and Ascend processors, it has successively released dozens of Zhaohan AI products such as AI reasoning, AI training, AI small stations, AI clusters, and intelligent edges, and has joined hands with Huawei to participate in the construction of artificial intelligence computing centers across the country, and the products have been applied to Changsha Artificial Intelligence Innovation Center, Chongqing Artificial Intelligence Innovation Center, China Unicom and other projects that require large computing power and large models. According to the company's announcement, Guizhou Yunshang Kunpeng Technology Co., Ltd., a holding subsidiary of the company, received the "Winning Bid Notice" and determined to be the winning bidder of the IT equipment procurement (phase I) project of the national integrated computing power network national (Guizhou) main hub center, with a winning bid price of 183.20 million yuan, and signed the "National Integrated Computing Power Network National (Guizhou) Main Hub Center IT Equipment Procurement (Phase I) Contract" with Gui'an New Area Big Data Science and Technology Innovation City Industrial Cluster Co., Ltd. The company and Huawei launched important products and applied them in many national projects, reflecting the company's own strength and development prospects
Some friends who often read articles wondered, why was it that yesterday I was still talking about the Golden Bridge information, today it became Topway information, hehe, the emperor takes turns to do it, tomorrow to my house! I've heard this proverb. The securities market itself is a volatile market, and the most important problem is that the source of the rise of Golden Bridge Information began on May 4, and the second re-launch was May 17, and the time period of rise has been very long.
Can we think of the main force that is smarter than us, and people can't think of this problem?
Friends who like to read small essays, you have to understand one thing, small essays are thousands of words, often emphasize a key point, intentionally or unintentionally ignore other knowledge points, so look at the problem, can not the author did not write, you do not think, to be good at from the article, think of the meaning outside the article.
Just like the dragon head battle method, one is to fix the dragon, and the other is the position, each accounting for half of the proportion. It's a faucet, no good position, no good position, not a faucet, let alone a faucet. The two should not be partial, and if they are worse, the effect will be 108,000 miles apart.
This itself involves the problem of switching the faucet of the big theme, as well as the switching problem of high and low points, which can not be clearly explained in a few words. But at least you have to know.
Sometimes, to be especially associative, associative ability I found is also a very important knowledge point, you can go to study the Cambridge Technology at that time on March 20, the Golden Bridge information at that time on May 18 and 19, and then go back to study and study yesterday's Topway information.
In my yard, there is an apricot tree, now the fruit is ripe, friends have eaten it, but the pomegranate tree next to it, the flowers have only opened in the past two days, the red and bright just bloomed, can you say, apricot blossoms are better than pomegranate flowers?
Flowers are not expensive and low, the seasons are different, put in the stock market, is a matter of rhythm, as a person who likes to appreciate flowers, just need to understand that there are flowers that can be folded straight and must be folded, do not wait for the flowers to fall and fold.
That is to live in the moment, find the most leading stock of the moment, hold a while, and then repeat, that's all!