Watch out for tonight's big event! GPT-4o detonated the market, and the domestic computing power of A-shares rose sharply

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2024-05-14 16:30Posted on the official account of Guangdong Kan Finance

A-shares today is another boring day, the amount of energy shrunk to 0.82 trillion, although the number of rises exceeded 3400, but did not feel any money-making effect, yesterday blowing the sea line today rushed up and down, the main line of dividends has also been adjusted, Zhengdan shares after the resumption of the big dive, market sentiment is relatively sluggish.

It has been analyzed before, foreign capital as incremental funds affect the trend of A-shares, although now we can not see the trend of foreign capital in the intraday, but yesterday's after-hours data show that foreign capital is selling, and mainly selling in the direction of dividends. At present, the Fed is expected to cut interest rates again, overseas markets have rebounded, and the motivation of foreign investors to buy RMB assets out of risk aversion has declined. Moreover, this week, the United States will release PPI and CPI data for April, and funds are likely to be cautious.

Let's take a look at today's blockbuster news:

GPT-4o released

In the early morning of Tuesday (May 14), Beijing time, OpenAI, an American artificial intelligence research company, held an online "Spring Update" event. Overall, the event is divided into two main parts: the launch of the new flagship model "GPT-4o", and the provision of more features in ChatGPT for free.

Compared with the previous version, GPT-4o is mainly focused on improving the human-computer interaction experience, and the core purpose is to approximate the ultimate goal of human-computer interaction, which is more like an AI agent (intelligent assistant) for human interaction, which can make real-time inferences on audio, vision and text. According to reports, the new model enables ChatGPT to handle 50 different languages while improving speed and quality.

The core of the release of GPT-4o is to give the large model a more practical interactive experience and low price, which is intended to accelerate the opening of various application scenarios. For example, we see a scene where blind people can "see" the world in front of them through the GPT-4o camera, so that they can make better and more timely responses, which is the power of technology. And domestic investors are still worried about the application of AI, which is really short-sighted.

Stimulated by GPT-4o, today's AI multimodality, games and other key sectors are strong, and Tom Cat and Caesar Culture have a daily limit.

In addition to AI applications, conceptual sectors such as domestic computing power and state-owned cloud have risen sharply today. Li Qiang, member of the Standing Committee of the Political Bureau of the CPC Central Committee and Premier of the State Council, stressed at the meeting that the issuance and use of ultra-long-term special treasury bonds, high-quality support for the implementation of major national strategies and security capacity building in key areas, and provide strong support for the promotion of Chinese-style modernization. One of the major strategies may include artificial intelligence and digital economy.

The bus sector rose sharply

According to the data of the China Association of Automobile Manufacturers, in April 2024, 10,500 domestic buses (large and medium-sized buses over 7 meters) were sold (including exports), +52.5% year-on-year and +8.3% month-on-month; The cumulative sales from January to April were 31,700 units, a year-on-year increase of +56.7%. According to the data of China Bus Statistical Information Network, 3,963 large and medium-sized domestic passenger exports were made in April, a year-on-year increase of +32.3%, and a total of 13,200 vehicles were exported from January to April, a year-on-year increase of +57.4%.

Yesterday I said that the sea line is the invisible main line this year, and the bus is a strong plate in the sea line, and the increase in Yutong bus has already doubled during the year. Today, the bus sector rose sharply again, King Long Automobile and Zhongtong Bus rose to the limit.

Today's blockbuster news is relatively small, look at the next market, as of the close, the Shanghai Composite Index fell slightly by 0.07%, the ChiNext Index fell by 0.26%, the Hong Kong Hang Seng Index fell by 0.22%, and the Hang Seng Technology Index rose by 0.57%. The turnover of the two cities shrank sharply to 0.82 trillion yuan, and nearly 3,500 companies rose.

Risk Warning:

The stock market is risky, investment needs to be cautious, this article does not constitute investment advice, readers need to think independently

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