In the first half of the year, the artificial intelligence sector came out of a strong rally under the stimulus of a major inflection point in the industry, and there were quite a few stocks that doubled in the sector, and some stocks even rose nearly tenfold.
However, after the middle of the year, as the disclosed performance was generally not as expected, and even the performance of many artificial intelligence companies fell sharply, the industry explosion seems to have nothing to do with these domestic artificial intelligence companies.
The short-term increase is too large, the performance is not as expected, and the stock market has continued to fall in the past six months, resulting in a deep adjustment of the artificial intelligence sector in the past six months, and the general halving, and even the stock prices of some companies have returned to the starting point of the rise in the first quarter.
So, is the AI sector just conceptual hype? Is the plate market completely over, and is there a second wave of artificial intelligence? If so, when will the second wave come?
Undoubtedly, this is an issue of great concern to many investors.
Only by seeing the development trend of the industry can we have a good idea of the medium and long-term trend of the sector.
In the new round of scientific and technological revolution and industrial transformation, the core driving force is the wide application of artificial intelligence.
The artificial intelligence industry has become the key for countries around the world to seize development opportunities, reflecting the level of international competitiveness of a country in the new era. The world's major economic powers attach great importance to the artificial intelligence industry and have promoted the development of the artificial intelligence industry in their respective advantageous fields.
As a core industry in the next few decades, the long-term development space of artificial intelligence is limitless.
AI has long been applied in many fields of social production and life, and the impact of artificial intelligence has become ubiquitous.
Although China has a certain degree of gap with the United States in terms of AI algorithms, chips, basic processes, etc., China has the world's largest market, the largest number of users, and massive data to strengthen its competitiveness.
Artificial intelligence will reproduce the miracle of the Internet 20 years ago, which is based on the development of science and technology and the law of industrial development, as well as the actual development process of the industry.
A group of high-quality AI leaders are expected to grow into top tech companies like today's Internet giants, and now is the starting point for them to enter a period of high growth.
In the long run, the trend of the stock market sector will eventually be in line with the development trend of the industry, but due to the characteristics of the stock market, the stock price is more volatile.
Due to the excessive hype of the sector in the first half of the year, the market attention was too high, so the half-year period was adjusted. Only when the market attention is reduced, or even no one cares, and at the same time, some leading companies have a significant growth trend in orders and performance, can the artificial intelligence sector start the second wave of rise.
At present, the artificial intelligence sector has found the bottom, however, it will not rise sharply immediately, and it is still necessary to wait patiently for the recurrence of the bull market in the first half of the year. In other words, there will be a bottoming process, or a slow climb.
From the perspective of the artificial intelligence index, the first half of the year is a wave of rise, the last half year is a second wave of adjustment, and the third wave of rise is the second wave of the market. The upside of the three waves will be even greater than that of the first wave, which is the main upswing phase.
The optical module and computing power sectors have been speculated too high, even if they have followed the artificial intelligence sector as a whole to run a wave of adjustment of more than half the amplitude, however, their rise is still very large. At present, this position is their stage bottom, and there is a high probability that there will be a wave of rebound in the future. However, we will not discuss whether they are still likely to score twice. From the perspective of risk control, it is the right and wise choice to stay away from these stocks that have been speculated and the market has paid too much attention.
It can be clearly said that there are quite a few stocks in the market that are at the bottom and have not been speculated, which will not only rise safely but also surpass the optical module and computing power sectors with high stock prices, so there is no need to take risks.
What is really worth paying attention to is that the adjustment is relatively large, and it has even returned to the authentic artificial intelligence leader near the launch point at the end of the year.
With no improvement in performance, these stocks have fallen sharply back to square one after the hype of the first half of the year. It's a good time to pay attention to. You can keep an eye on whether their operations are showing signs of improvement and whether they are getting considerable orders.
The subdivisions that will lead the rise in the sector in the future will gradually transition from computing power to large models and applications.
Since the first half of the year, there have been a large number of artificial intelligence companies involved in large models, which is naturally mixed.
In the near future, the field of large models will enter the knockout stage, and most of the companies that do not have strong financial support and core technologies and therefore lack competitive advantages to follow the trend of making large models will be wiped out. And a very small number of AI companies with top resources in all aspects will stand out and gradually grow and develop.
The focus of the focus is on the application field, and the growth space of artificial intelligence applications is the largest, and the stock price increase will naturally be the largest.
There are no AI application companies with huge influence, but individual companies are already emerging and worth keeping a close eye on.
The field of AI chips is the foundation and core of the development of the artificial intelligence industry, and domestic substitution in this field is imperative. The opportunity for the resurgence of AI chips is when the leading company produces related chips and obtains considerable orders.
The second wave of artificial intelligence will definitely come, and that is the main rising wave, which is even more magnificent, and all that is needed is patience. When there are many stocks in the sector again and there is a strong continuity, it is the market that starts again.