Huace Film and Television has a continuous 20CM daily limit, and Palm Reading Technology and Zhongguang Tianxue have two boards, which AI concept stocks will benefit?

Interface News Reporter | Hu Zhenming

Both unexpected and reasonable, the Kimi concept suddenly became popular, and related concept stocks rose sharply.

On March 21, Kimi concept stocks continued to rise sharply, Huace Film and Television (300133.SZ) once again rose by 20%, and Palm Reading Technology (603533. SH), Zhongguang Tianxue (603721. SH) and other stocks also have a "one" word limit. The surge in Kimi concept stocks is part of the continued activity of the AI concept, reflecting the rapid development and widespread application of artificial intelligence technology.

Previously, Moonshot, an AI large-scale model start-up, announced on March 18 that it had made a new breakthrough in the technology of large model long context windows, and the Kimi intelligent assistant has supported 2 million words of ultra-long lossless contexts. The industry believes that long lossless context will be a key basic technology for artificial intelligence. The opening of domestic long text capabilities may be good for text AI applications. The launch of the Kimi multimodal model is expected to empower the application level.

Kimi is a smart assistant launched in October 2023 by the dark side of the moon, which is mainly used for the translation and understanding of professional academic papers, assisting in the analysis of legal issues, and quickly understanding AAPI development documents, etc., and is the world's first intelligent assistant product that supports the input of 200,000 Chinese characters. Kimi's development team is a Tsinghua team of less than 100 people. The emergence of Kimi has made the landing of domestic AI applications a step further, and stimulated the resurgence of AI applications, large models and software stocks.

Galaxy Securities Research Report believes that it is still firm at the beginning of the year, 2024 will be the first year of AI application, Kimi intelligent assistant announced that the large model has entered the "long text era", long text ability will also be one of the keys to the process of AGI, Kimi intelligent assistant will be another milestone.

Huajin Securities Research Report believes that in the context of the vigorous development of new quality productivity, Kimi may provide strong data analysis support for enterprises, optimize production processes, and improve the quality of decision-making, so as to promote the intelligent upgrading of the industry.

The open source securities research report believes that the continuous breakthrough and subsequent commercialization of AI multimodal large models at home and abroad may greatly reduce the production costs of advertisements, courseware, short dramas, animations, dramas, movies, games, etc., improve IP development, advertising and marketing, teaching efficiency, game research and development efficiency and experience, and expand the commercialization space.

At present, there are various applications of AI, including "multi-modal large model", "training data processing", "AI healthcare", "AI film and television/reading", "AI marketing/media", "AI education", "AI games", "AI office", "AI law", "AI finance", "AI energy", and so on.

Among them, multimodal large model related stocks include iFLYTEK (002230. SZ), Wondershare Technology (300624. SZ), Tors (300229. SZ), Dahua Co., Ltd. (002236. SZ), Hikvision (002415. SZ), Suzhou Keda (603660. SH), Yunding Technology (000409. SZ), the main stocks involved in the training data processing are Haitian Ruisheng (688787.SH), Baoland (688058. AI medical has Langma Information (300288.SZ), Jiahe Mecan (688246. SH), Weining Health (300253. SZ) and so on.

Related stocks of AI Film and Television/Reading include Huace Film and Television (300133. SZ), Shanghai Film (601595. SH), Guangguang Media (300251. SZ), Jebsen (300182. SZ), Palmyue Technology (603533. SH), Zhongguang Tianxue (603721. SH), Chinese Online (300364. SZ), etc.;AI marketing/media-related stocks include Gravity Media (603598. SH), Insai Group (300781. SZ), blue cursor (300058. SZ), etc.; AI education stocks include Jiafa Education (300559.SZ), Tuowei Information (002261. SZ), AI game stocks include Perfect World (002624.SZ), Gigabit (603444. SH), Shengtian Network (300494. SZ), Youzu Network (002174. SZ) and so on.

AI office-related stocks include Kingsoft Office (688111.SH), Foxit Software (688095. SH), Color News Co., Ltd. (300634. SZ), AI law-related stocks are Tongdahai (301378.SZ), Jinqiao Information (603918. SH), Huayu Software (300271. SZ), AI finance-related companies include Hang Seng Electronics (600570.SH), Wealth Trends (688318. SH), Straight Flush (300033. AI energy includes LongShine Group (300682.SZ), National Energy Rixin (301162. SZ) and so on.

Huace Film and Television announced that after the company's self-examination and verification with the company's management, the company's current operating conditions are normal, there have been no major changes in the internal and external business environment, and there are no major matters that should be disclosed but have not been disclosed; the company has no media reports or market rumors that need to be clarified or responded to; and there are no other major events that may have a greater impact on the company's stock price.

Palmread Technology announced that the company's main business has not undergone major changes, production and operation activities are normal, and the market environment and industry policies have not been significantly adjusted; After reading, the knowledge graph, etc., related products are being developed and iterated internally, and there is uncertainty about when they will be introduced to the market, and it is expected that there will be no significant impact on the company's current business and operating conditions.

Zhongguang Tianxue is mainly engaged in the production and operation of variety shows, documentaries, film and television dramas, short videos and other video content. In addition, the company's short drama business will only be launched in 2024, and there is uncertainty about whether it is profitable as a new business, and the current revenue of the short drama business is very small, accounting for less than 0.1% of the revenue, and it has not yet made a profit.