OpenAI is the king of bombing, and the global "AI Month" is coming! A-share multimodal AI concept stocks rose, and many game stocks rose to the limit

Source of this article: Times Finance Author: Contributing author Huang Zidong

On May 14, Beijing time, OpenAI, an American artificial intelligence company, released a new flagship model "GPT-4o" at the "Spring Update" event, which supports any combination of text, audio, and image input, and can generate any combination of text, audio, and image output. Compared to existing models, GPT-4o is particularly good at image and audio understanding, reacting to audio input in less than 232 milliseconds, similar to the reaction time of humans in conversation.

GPT-4o's name stands for Omni, which means "all-round", highlighting its versatility, and ChatGPT, based on GPT-4o, is free for all users to use, while paid users are limited to five times the capacity of free users.

After the release of GPT-4o, the market's expectations and confidence in AI technology will be further enhanced.

Guosheng Securities Research Report believes that GPT-4o is a major progress towards more natural human-computer interaction, new functions bring new multi-modal interaction capabilities, through the new end-to-end model to achieve a new breakthrough in experience, is expected to maximize the user experience in various terminals, make good use of intelligent terminal Agent, robots and other directions.

With the continuous development and application of AI technology, the multimodal AI-related industry chain will usher in more opportunities and growth space. Stimulated by this, the multimodal AI concept stocks associated with A-shares also rose.

According to Straight Flush, as of the close of May 14, the multimodal AI index (886062) rose 2.61% to 827.89 points, of which Tom Cat (300459.SZ), Hongbo Pharmaceutical (301230. SZ), Shengxun (003004. SZ) and many other multimodal AI concept stocks, Jiangnan Chemical (002226. SZ), Anson Mei (300275. SZ), Cape Cloud (688228. SH) rose more than 6%, and Alpha Entertainment (002292. SZ), Insai Group (300781. SZ) and so on.

As the earliest experimental ground for AI-related technologies, the gaming sector once again led the gains. The Straight Flush Mobile Game Index (885457) rose 3.65% to 1906.67 points, among them, Tom Cat, Caesar Culture (002425. SZ), Dasheng Culture (600892. SH), Guohua Network Security (000004. SZ), Shengtong Co., Ltd. (002599. SZ) and other closed price limits, Zhongqingbao (300052. SZ) rose 14%.

Some constituent stocks of the multimodal AI index Source: Straight flush

Tomcat said in the first quarter of 2024 research report that the company is orderly promoting the construction of artificial intelligence vertical models and computing infrastructure. At present, the "Tom Cat Emotional Companion Model" jointly developed by the company and Xihu Xinchen is in the process of further research and development, which will effectively help the company's Tom Cat AI products achieve personalized, high IQ and high EQ companionship interaction. In addition, the first phase of the company's intensive computing center in Dingxi, Gansu Province is planned to be completed in the first half of the year, after which the computing center will provide basic services such as computing power storage for the company's artificial intelligence business. The construction of the vertical model and computing infrastructure of emotional companionship will provide strong support for the long-term development of the company's artificial intelligence business.

Aofei Entertainment said on the interactive platform that it currently holds 5% of the equity of Lightyear Infinity, and Lightyear Infinity has its own AI dialogue product - Turing Robot Open Platform. Lightyear Infinity is mainly engaged in the R&D and commercial application of robot artificial intelligence and robot operating systems, and has leading advantages in semantic understanding, machine vision, multimodal human-computer interaction, deep learning, robotics and other fields. At present, the company has launched the AI dialogue applet "Xiyangyang and Big Big Wolf +" to locate child users and provide parent-child companionship experience.

Guosen Securities pointed out that the fourth productivity revolution represented by AI has come and has become the core driving force for the performance of the media sector, and the investment opportunities in the AIGC application-driven sector are worth looking forward to.

Since the beginning of this year, the global AI model side has continued to be iteratively upgraded, including overseas Sora, Llama3, etc., and domestic Kimi, Kunlun Tiangong AI, Step Xingchen, etc. According to the statistics of Securities Times and Databao, the total R&D expenditure of multimodal AI concept stocks in 2023 will reach 32.753 billion yuan, accounting for 11.2% of revenue, which is 4.46 times the overall level of A-shares in the same period.

In addition, this year is also expected to be the first year of the explosion of AI applications, and the global technology giants are ready to move.

In May, the global AI field ushered in an important month of activities, and blockbuster releases continued throughout the month. In addition to the release of GPT-4o, Alibaba, Tencent, ByteDance, Google, Microsoft and other major technology companies at home and abroad have taken action, and the excitement can be called "AI Month".

On May 9, Alibaba Cloud officially released the Tongyi Qianwen 2.5 model and open-sourced the Tongyi Qianwen 110 billion parameter model.

On May 14, Tencent announced that its hybrid Wensheng graph model has been fully upgraded and open-sourced, and has been released on the Hugging Face platform and Github, including complete models such as model weights, inference codes, and model algorithms, which can be used by enterprises and individual developers for free commercial use.

According to the official WeChat news of Volcano Engine today, ByteDance will hold the "2024 Spring Volcano Engine FORCE Power Conference" on May 15, this conference focuses on the theme of AI, takes the application of large models as the core, and takes AI landing as the guide, showing the practical application of Volcano Engine in the field of large models and cloud computing, and joining hands with experts and enterprise technology leaders in the fields of automobiles, mobile terminals, finance, consumption, and the Internet to discuss the transformation opportunities in the AI era.

Google announced that it will hold its 2024 I/O Developer Conference on May 14 at 1 p.m. ET, and the focus of this conference will be on artificial intelligence. The conference will also feature more than 10 "technical sessions" for developers related to generative AI, covering topics such as the latest advances in the AI model Gemma and learning how to use Gemini for multimodal search augmented generation. At this year's I/O developer conference, Google will also release a new Android 15 mobile operating system, which is expected to bring many new artificial intelligence features, and Google may even release a new large language model for Android 15.