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A-shares: The wind is rising again? A new wave of "artificial intelligence" is coming, and the first dark horse sword points to 5 boards?

author:Remember you and the rainy day

As a modern cutting-edge technology, artificial intelligence mainly improves its capabilities through machine learning and deep learning, thereby creating more convenience for social development

Moreover, in the environment of the wave of AI large models, the world's major technology giants are also constantly exploring the field of artificial intelligence application landing, so that AI technology ushered in a dividend period

In general, artificial intelligence has become the driving force of the global new generation of technological revolution and industrial transformation, and its development can promote the adjustment of the mainland's industrial structure and economic strength. In the future, with the landing of various AI+ applications, artificial intelligence will also maintain sustained rapid growth

Artificial intelligence drives logic

1. Policy support to promote industry development: In the artificial intelligence-related plans released by high-level departments in the mainland, it is clearly proposed to promote the deep integration of the Internet, big data, artificial intelligence and other industries

2. "New technology" and "new infrastructure": With the combination of a new generation of information technology, the new urbanization and new infrastructure in mainland China will continue to be built rapidly in the future, and the rapid development of the artificial intelligence industry will be further promoted

3. The emergence of AI+ multiple fields: As a leading artificial intelligence country in the world, the mainland has been widely used in urban management, finance, retail, medical and many other fields from the perspective of artificial intelligence application. With the continuous development of artificial intelligence and technological breakthroughs, it will also combine more downstream fields in the future to provide a broader market space

A-shares: The wind is rising again? A new wave of "artificial intelligence" is coming, and the first dark horse sword points to 5 boards?

Artificial intelligence is good again, and a new wave is coming

Recently, authoritative officials released a commentary article on accelerating the development of artificial intelligence, which proposed that large models empowered, generative artificial intelligence is triggering a new wave of intelligence. The strong innovation potential of the AI big model makes it one of the focal points of global competition

At the same time, it is also emphasized that artificial intelligence is an important driving force for a new round of scientific and technological revolution and industrial transformation, and accelerating the development of a new generation of artificial intelligence is a strategic issue related to whether the mainland can seize the opportunities of the new round of scientific and technological revolution and industrial transformation

According to relevant data forecasts, the scale of the core artificial intelligence industry in the mainland will reach 199.8 billion yuan in 2021 and is expected to exceed 600 billion yuan in 2026, with a compound annual growth rate of 24.8%

A-shares: The wind is rising again? A new wave of "artificial intelligence" is coming, and the first dark horse sword points to 5 boards?

Therefore, driven by logic, "artificial intelligence" is expected to usher in the wind next, so after an in-depth review, I have also selected 6 leading stocks in the "artificial intelligence" segment industry that can be focused on, especially the last big bull valley, it is recommended to collect and study!

Hikvision

Hikvision is the world's leading provider of intelligent video solutions. The company's core products include surveillance cameras, surveillance storage, video management, intelligent transportation, intelligent buildings, etc. In the fields of face recognition and license plate recognition, Hikvision has a wide range of applications.

Cloud-from-tech

Cloudwalk Technology is a company focusing on intelligent vision technology. The company's core products are smart cameras and smart algorithms, mainly serving intelligent security, intelligent transportation, intelligent retail and other fields. The company has excellent performance in face recognition and image recognition.

A-shares: The wind is rising again? A new wave of "artificial intelligence" is coming, and the first dark horse sword points to 5 boards?

Innovation and wisdom

Chuangxinqizhi is a company with artificial intelligence technology as its core. The company's core products are artificial intelligence chips and artificial intelligence algorithms, mainly serving smart phones, smart homes, intelligent robots and other fields. The company has excellent performance in face recognition, image recognition, natural language processing and other aspects.

SenseTime

SenseTime is a company with artificial intelligence technology at its core. Its core products are artificial intelligence chips and artificial intelligence algorithms, mainly serving smart phones, smart TVs, intelligent monitoring, security and other fields. SenseTime has obtained multiple rounds of financing and is currently one of the most valuable unicorns in the field of Chinese intelligence.

Megvii Technology

Megvii Technology is a company with artificial intelligence technology as its core. The company mainly serves face recognition, image recognition, smart home and other fields. The company's core products are artificial intelligence chips and artificial intelligence algorithms, which have excellent performance in the field of face recognition.

The concept of "edge computing + robotics + artificial intelligence + information creation" is strong in the middle line

Reasons for selection:

First, from the perspective of edge computing, the company's edge computing module can intelligently analyze and actively alarm surveillance videos with its super GPU computing power and advanced artificial intelligence algorithms;

Second, the fundamentals are good, the total market value is less than 5 billion, the plate is small and easy to rise, the first quarter performance increased by 100%, and many main forces are collectively optimistic, grabbing 1.6 billion;

Third, the trend is fully pullback, the bottom volume breaks through the annual line, out of the uptrend, coupled with the strong resonance of KDJ and MACD golden cross, is expected to accelerate the upward trend.

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