智通财经APP获悉，国金证券发布研究报告称，百度于3月16日召开关于“文心一言”主题发布会，“文心一言”作为国内首款正式发布的生成式语言大模型，拥有文学创作、商业文案创作、数理逻辑推算、中文理解、多模态生成等功能。相较于ChatGPT等海外模型存在连接限制，百度文心平台可以为国内用户提供更便捷的技术入口。“文心一言”的发布将加速国内生成式AI模型的落地应用节奏，有望帮助生态伙伴实现用户体验提升和生产降本增效。关注接入“文心一言”生态的公司。
相关标的：恒生电子(600570.SH)、用友网络(600588.SH)、汉得信息(300170.SZ)、凌志软件(688588.SH)、宇信科技(300674.SZ)等。
国金证券主要观点如下：
AI大模型与行业大模型：文心平台提供NLP、CV、跨模态、生物计算四大主流AI研究领域的多个基础大模型，多个模型在技术层面实现突破创新，处于世界领先水平。其中，NLP领域的ERNIE 3.0 Zeus采用自回归网络和自编码网络，能够兼顾自然语言理解和生成功能;CV领域的VIMER-UFO 2.0使用超网络结构，推理时仅需激活总参数量的1/30;ERNIE-ViLG 2.0引入基于语言和图像的知识增强算法，在文本图像生成任务中的表现已经超越了OpenAI旗下的DALLE-2。文心平台与各行业企业联手打造行业大模型，目前已覆盖能源、金融、航天、制造、传媒、城市、社科、电影等8个领域。目前已有650余家知名企业宣布接入“文心一言”，涵盖企业服务、金融IT、汽车、传媒、教育、家电、金融等10余个行业。
一站式开发平台与开发工具：开发平台方面，文心面向专业知识有限的AI应用开发者提供零门槛平台EasyDL，面向专业开发者提供全功能平台BML。目前这两个平台均仅支持使用百度文心的云端算力，可采用公有云、私有化离线、软硬一体等部署方式。开发工具方面，文心提供ERNIEKit自然语言处理开发工具及PaddleFleetX全流程开发套件。此外，现阶段文心平台还向开发者免费提供大模型API。
产品与社区：百度文心通过构建产品与社区经营，对外展示生成式模型的强大性能，以此吸引爱好者投入创作，进而构筑成熟的AIGC社区，可在实践中探索AI商业化模式。目前除“文心一言”外，文心平台提供产业级搜索系统“文心百中”、艺术创意辅助平台“文心一格”，以及采用众创模式的旸谷社区。
目前百度文心生成式语言大模型在参数规模、技术创新、应用落地方面均在国内同业中处于领先水平。3月16日起，“文心一言”首批用户可通过邀请测试码接入体验，同时百度智能云将面向企业客户开放“文心一言”API调用接口，有望进一步丰富百度AI生态，赋能更多行业伙伴。
风险提示：海外基础软硬件使用受限;应用落地不及预期;行业竞争加剧风险。
The Zhitong Finance App learned that Guojin Securities released a research report saying that Baidu held a press conference on the theme of “Wenxin One Word” on March 16. As the first generative language model officially released in China, “Wenxin One Word” is the first generative language model officially released in China, and has functions such as literary creation, commercial copywriting, mathematical logic estimation, Chinese comprehension, and multi-modal generation. Compared to overseas models such as ChatGPT, which have connection restrictions, the Baidu Wenxin platform can provide domestic users with a more convenient access to technology. The release of “One Word from Wen Xin” will accelerate the pace of implementation and application of generative AI models in China, and is expected to help ecological partners improve user experience and reduce production costs and increase efficiency. Focus on companies that are connected to the “Wenxin One Word” ecosystem.
Relevant targets:Hang Seng Electronics (600570.SH), User Network (600588.SH), Handicap Information (300170.SZ), Ling Zhi Software (), Yuxin Technology (300674.SZ), etc. 688588.SH
The main views of Guojin Securities are as follows:
AI big model and industry big model:The Wenxin platform provides multiple basic models in the four mainstream AI research fields of NLP, CV, cross-modality, and biocomputing. Multiple models have achieved breakthroughs and innovations at the technical level and are at the leading level in the world. Among them, ERNIE 3.0 Zeus in the NLP field uses autoregressive networks and self-coding networks, which can balance natural language understanding and generation functions; VIMER-UFO 2.0 in the CV field uses a hypernetwork structure and only needs to activate 1/30 of the total number of parameters during inference; Ernie-vilg 2.0 introduces knowledge enhancement algorithms based on language and images, and its performance in text image generation tasks has surpassed DALLE-2 under OpenAI. The Wenxin platform has teamed up with enterprises in various industries to create a large-scale industry model, which has now covered eight fields, including energy, finance, aerospace, manufacturing, media, cities, social science, and film. At present, more than 650 well-known companies have announced their entry into “Wenxin One Word”, covering more than 10 industries, including enterprise services, financial IT, automobiles, media, education, home appliances, and finance.
One-stop development platform and development tools:In terms of development platforms, Wenxin provides easyDL, a zero-threshold platform for AI application developers with limited expertise, and BML, a full-function platform for professional developers. Currently, both platforms only support the use of Baidu Wenxin's cloud computing power, and can use deployment methods such as public clouds, privatized offline, and integrated software and hardware. In terms of development tools, Wenxin provides the ErnieKit natural language processing development tool and the PaddleFleetX full-process development kit. In addition, at this stage, the Wenxin platform is also providing developers with a free big model API.
Product and community:By building products and community management, Baidu Wenxin shows the powerful performance of generative models to the outside world, thereby attracting fans to invest in creation, and in turn builds a mature AIGC community, which can explore AI commercialization models in practice. Currently, in addition to “Wenxin One Word”, the Wenxin platform provides the industrial-grade search system “Wenxin Baizhong”, the art creative support platform “Wenxin Yige”, and the Yanggu community using a creative model.
Currently, Baidu Wenxin's generative language model is at the leading level among domestic peers in terms of parameter scale, technological innovation, and application implementation. Starting March 16, the first batch of “Wenxin One Word” users can access the experience by inviting test codes. At the same time, Baidu Smart Cloud will open up the “Wenxin One Word” API call interface to enterprise customers, which is expected to further enrich Baidu's AI ecosystem and empower more industry partners.
Risk warning:The use of basic software and hardware overseas is limited; application implementation falls short of expectations; industry competition increases risks.
