Early this morning, the market was swiped by GPT-4o.
The TMT sector ushered in a rebound in the morning, while the power industry chain continued to be active, with sectors such as the power Internet of Things and virtual power grids rising. Netizens ridiculed: The end of AI is computing power, and the end of computing power is electricity.
From the perspective of the disk, the rise of the power industry chain is more driven by the overseas chain, and the sectors such as automobiles, clothing and home textiles, and household light industry have also risen sharply.
By the end of the morning, the Shanghai Composite Index was down 0.12%, the Shenzhen Component Index was down 0.01%, and the ChiNext Index was down 0.18%.
The main contract of European line container transportation was shocked
This morning, the main contract of European line container transportation fluctuated sharply intraday. The highest rise in early trading was more than 3.5%, and after a short period of high shocks, it suddenly plunged straight at 9:46, and as of 9:50, the maximum decline exceeded 5%. After that, the shock rose, and as of noon, it closed down 1.47%.
As for the reasons for the rise of this round of container transportation index, analysts said that with the arrival of the replenishment rhythm of household appliances and other commodities in the Americas, the global container transportation caused by the detour of the Red Sea is in a tight balance, and the capacity gap is currently more obvious, driving the freight rate up. The global container trade chain itself is a dynamic balance, in the US West and US East lines capacity is urgent, and the new capacity can not cover the capacity shortage caused by the bypass in the short term, the shipping company will inevitably deploy the large ships originally deployed in the European route to the US East and West routes.
In addition, the marginal demand side is improving. On the one hand, the macroeconomic data in Europe and the United States have improved marginally; On the other hand, due to the extension of the transportation time caused by the detour, and the expectation of the increase in freight rates in the peak season, the shipper prepared the goods in advance.
However, some market participants reminded that the medium and long-term supply pressure of the shipping industry remains unchanged, the container transportation index is extremely sensitive to geopolitics, and the disk risk is also expanding rapidly, and violent shocks are inevitable, and the transaction risk is greater.
The TMT sector rebounded
This morning, the TMT sector rebounded, with games, humanoid robots, MR (mixed reality), multimodal AI and other sectors leading the gains.
There are three main catalysts for the sector:
First, in the early morning of May 14, Beijing time, OpenAI held a spring online live broadcast, announcing that it would launch a desktop version of ChatGPT and release a new flagship AI model, GPT-4o. The biggest highlight of the new model GPT-4o is that the AI expresses "feelings", which can simulate a variety of contexts and tones, simulate the storytelling on the spot like a real person, and can also imitate the voice of a robot; Any combination of text, audio, and images can be received as input, and any combination of text, audio, and image output can be generated in real time. Currently, GPT-4o is available for free to all users.
Second, Unitree Technology recently released a new humanoid robot called Unitree G1. The robot has a large joint movement angle and up to 34 joints, and it also incorporates force and position hybrid control technology to simulate the precise operation of the human hand. In terms of pricing, the market pricing of the Unitree G1 base model is about 99,000 yuan, exceeding market expectations.
On the one hand, it is connected to the large robot model, and the AI intelligence progress is fast driven by imitation and learning, and the accuracy and continuity of action execution are continuously improving. On the other hand, the hardware capabilities are constantly improving, and the dexterous hand with multiple degrees of freedom can be selected, which can reach more application scenarios. 2024 is the year of acceleration of the development of humanoid robots, and technology upgrades, product training and testing, and industrial chain verification will continue to appear.
Third, according to the latest media reports, according to the website of the China Quality Certification Center, Apple's headset product Vision Pro has passed China's 3C certification.
Zhengdan shares rose sharply
Zhengdan shares, which resumed trading today, rose 10.05% in the morning, with an intraday high price of 27.59 yuan, nearly 9 times higher than the intraday low of 2.83 yuan on February 7.
Yesterday evening, the company announced that the company's current production and operation situation is normal, due to recent changes in market supply and demand, the market price of the main product trimellitic anhydride has risen significantly, and the company's performance in the first quarter of 2024 has increased significantly year-on-year, and the net profit attributable to the parent company has increased by 412.94% year-on-year. However, the sustainability of product price fluctuations is uncertain, and if market supply increases or demand decreases in the future, there may be a risk that product prices will fall, which will adversely affect the company's performance.
At the same time, the stock bar and other platforms have recently circulated market rumors about the permanent closure of its trimellitic anhydride production unit by INEOS, and the company has not directly received the announcement of the permanent shutdown of the trimellitic anhydride production unit announced by INEOS in the United States.
(The picture of the market in the article comes from the straight flush)
Editor: Zhang Nan Zhang Lijing Proofreader: Zhang Diange Issued: Sun Hong