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HUAWEI CLOUD Pangu Model 3.0 is here! These 8 companies will become a market flashpoint?

author:Yizhi Theory Stock

#Headline Creation Challenge#Since the beginning of this year, the development of artificial intelligence has entered a "fast forward" state due to ChatGPT, and technology companies are vying to seize the opportunity of large models, and many giants have taken large models as the key layout of "first-hand projects". At the Huawei Developer Conference 2023 held on July 7, Huawei officially released the AI model HUAWEI CLOUD Pangu Model 3.0. This is a large model series for the industry, including "5+N+X" three-layer architecture, which plays a huge value in finance, financial manufacturing, pharmaceutical research and development, coal mining, railway and many other industries.

At present, Huawei's Pangu model has played a role in many industries, such as finance, manufacturing, pharmaceutical R&D, coal mining, and railways. This year, Alibaba Cloud has successively released the AI big model Tongyi Qianqianqian, the "Tongyi Listening Understanding" for AI audio and video tracks, and the AI painting creation model "Tongyi Wanxiang" has also opened a directional invitation.

HUAWEI CLOUD Pangu Model 3.0 is here! These 8 companies will become a market flashpoint?

As an important direction of artificial intelligence, large models are surging, pressing the "fast forward button" for the development of artificial intelligence. IDC predicts that the market size of Chinese intelligent software and applications will reach $21.1 billion in 2026, and artificial intelligence will enter a critical period of large-scale application.

Next, let's sort out some of the 8 Huawei Pangu model concept stocks selected by Yige from the market, and the industry chain is expected to usher in a new round of opportunities?

Jiaxun Feihong 300213

The company and Huawei signed a contract with Huawei for the LTE-R integrated dispatching communication system project for the southern line of the CFM railway in Mozambique.

United Technology 000925

As a leader in intelligent transportation solutions, the company has cooperated with Huawei a lot, and its self-developed ATS and other products have passed the compatibility test of Huawei Jiopeng server, and the Bi VIEW automatic train monitoring system has passed the compatibility test of Huawei Peng cloud service and cloud Stack (Peng) and obtained relevant certificates.

Topway Information 002261

In March this year, the company signed a Memorandum of Understanding with Huawei to build a joint innovation lab based on HarmonyOS, integrate the superior resources of both parties, and establish a joint team to create software and hardware products and solutions in smart education and industrial Internet.

HUAWEI CLOUD Pangu Model 3.0 is here! These 8 companies will become a market flashpoint?

Montnets Technology 002123

The company combines the Pangu model to create "AI + 5G messaging", further explores the potential of combining message service scenarios, and creates intelligent message service solutions for customers. At present, the company has signed a business cooperation framework agreement with HUAWEI CLOUD Pangu Grand Model, and has not yet generated revenue and profit contributions.

Oriental Guoxin 300166

The company's self-developed AI deep learning application layer products have completed compatibility certification with Huawei Shengsi (the underlying AI framework of the Pangu model).

Yunding Technology 000409

Based on the Pangu Mine Model Technology, Huawei has developed and implemented application scenarios in the mining field by using the Shanneng Artificial Intelligence Training Center, covering coal mining, main transportation, lifting, excavation, auxiliary transportation, safety supervision, anti-washing, washing, and coking, and other specialties, to create integrated mine application products and solutions.

HUAWEI CLOUD Pangu Model 3.0 is here! These 8 companies will become a market flashpoint?

Jihong shares 002803

On June 5, 2023, the company signed a joint innovation agreement with HUAWEI CLOUD for AI large models, officially launching the second phase of cooperation on AIGC, a cross-border e-commerce platform.

Hang Seng Electronics 600570

The company and HUAWEI CLOUD officially signed a joint innovation agreement on AI large models in Songshan Lake, Dongguan. Hang Seng and HUAWEI CLOUD will jointly develop a large-scale model for the financial and securities industry through joint innovation projects, and based on rich business scenarios and requirements, combined with HUAWEI CLOUD's full-stack independent innovation products and solutions, jointly carry out large-model financial securities scenario innovation, jointly research and explore theoretical research on financial and securities industry large-model standards, security, and ethics, and release relevant results.

It is not easy to sort out, aiming to let fans understand more logic, form a unique trading system, and rise in the stock market as soon as possible! The above content represents personal views only and is for reference only. Like friends, move the gold finger of wealth to follow and forward, I wish people with fortune a long red stock market!

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