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The Interim Measures for the Management of Generative Artificial Intelligence Services will come into force on August 15, 2023.
On July 14, the three major A-share indexes diverged. The Shanghai Composite Index fluctuated in a narrow range throughout the day, closing up 0.04%; Shenzhen Component Index fell 0.14%; The ChiNext index performed weakly, closing down 0.6%. The sample adjustment of the CSI 1000 Index takes effect after the close of trading today.
On the market, AI concept stocks rebounded collectively. Data security, data elements and other subdivisions rose sharply, and many stocks such as Haohan Depth, Zhongfu Information, and Huijin shares rose by 20cm; Concepts such as computing power and servers soared, Industrial Fortune Union harvested 2 consecutive boards, the stock price hit a record high, and China Unicom's large single seal rose to a limit. Scenic spot tourism, electricity, automobiles, new energy and other tracks are adjusted today.
Seven ministries issued policies
AI multi-track responded to the boom
On July 13, the Cyberspace Administration of China and other seven ministries and commissions jointly issued the Interim Measures for the Management of Generative Artificial Intelligence Services. The Measures propose to promote the collaborative sharing of computing power resources and improve the efficiency of computing power resource utilization. Encourage the use of secure and trusted chips, software, tools, computing power, and data resources. The Measures will come into force on August 15, 2023.
Today, AI computing power concept stocks rose sharply. The 500 billion market value AI leading industrial Fulian rose again, harvested two consecutive boards, and the stock price continued to hit a record high, with the latest total market value of 541.6 billion yuan; Tianfu Communications and Yunsai Zhilian rose more than 7%. Changjiang Securities said that the implementation of the Measures has become a key node in industrial development, and the industry is expected to accelerate its development, paying attention to computing power and application resonance. In the long run, domestic computing power and models are expected to accelerate the pace of catching up and enjoy the double increase in demand and share brought by application landing.
In terms of funds, a number of AI computing power stocks have received increased holdings from northbound funds. According to the statistics of Securities Times and Databao, as of the latest, a total of 17 shares of Beishang Capital have a maximum holding of more than 10 million shares, and the latest holdings of 3 shares of Industrial Fulian, Unigroup and China Great Wall have exceeded 100 million shares. In addition, 13 shares received funds to increase their holdings during the month. The top three stocks with increased holdings were Oriental Guoxin, Inspur Information and Tongfang Shares, with holdings increasing by 98.69%, 68.11% and 61.75% respectively from the end of June.
The data security sector is up and down
The Data Security Index jumped 4.18% today, leading the flush concept sector. As many as 9 component stocks rose to the limit, including Haohan Depth, Zhongfu Information, Guohua Wangan, Jiuyuan Yinhai, etc. In addition, Venustech, Bohui Technology and other stocks rose more than 8%.
In terms of news, the Measures propose that the state adheres to the principle of attaching equal importance to development and security, promoting innovation and governing according to law, takes effective measures to encourage the innovative development of generative artificial intelligence, and implements inclusive and prudent and categorical supervision of generative artificial intelligence services.
The "Guiding Opinions on Promoting the Development of the Data Security Industry" jointly issued by the Ministry of Industry and Information Technology and other 16 departments proposed that by 2025, the scale of the data security industry will exceed 150 billion yuan, with a compound annual growth rate of more than 30%. Northeast Securities said that it is optimistic that in the vigorous development of the digital economy and the increasingly urgent demand for data security from all walks of life, leading enterprises will achieve rapid growth through their own development and mergers and acquisitions.
Among the concept stocks, Beishang Capital increased its holdings of 4 shares of Meiyapaike, CLP Xingfa, Creative Information and Principal Century during the month. Among them, Meiyapaike's shareholding doubled, and Beishang Capital held 4.2546 million shares at last; the remaining stocks increased their holdings by more than 50%. In terms of absolute volume, 360, Venustech, Century Huatong, Shenzhou Taiyue, China Great Wall and other shares of Northbound Capital have the latest holding amount of more than 100 million shares.
One of the concept leaders, 360, has now announced results. Affected by the decline in the industry, the Internet advertising and service business continued its downward trend, and it is expected to lose 230 million yuan in the first half of the year. Another leader, Venustech, is expected to achieve a net profit of 175 million yuan ~ 195 million yuan, mainly due to the company's grasp of incremental market opportunities during the reporting period, effectively promote strategic synergy with China Mobile, continue to consolidate its leading position in the security sector, and continuously optimize its revenue structure.
Disclaimer: All information content of Datatreasure does not constitute investment advice, the stock market is risky, investment needs to be cautious.
Responsible editor: Zhou Sha
Proofreader: Tao Qian
DataTreasure
Data treasure (shujubao2015): Securities Times intelligent original innovation media.