① Last night (Thursday), the US stock market once again witnessed an “AI frenzy” led by giants. Google (Alphabet) rose more than 5%, and AMD surged 9.89%. ② Multi-modality will be the next growth point to drive the current round of AI hotspots to move forward. It will promote the implementation of applications such as AI agents, which in turn will drive revolutionary breakthroughs in applications such as autonomous driving and robotics.
Last night (Thursday), the US stock market once again witnessed an “AI frenzy” led by giants. Google (Alphabet), which published the “largest and most powerful AI model Gemini” in the company's history, rose more than 5%, and AMD, which has the “strongest computing power” Instinct MI300X, skyrocketed 9.89%. These two companies also represent the challenger's strong counterattack against Microsoft/OpenAI and Nvidia — the high-level competition in the AI field has officially entered a new stage.
CITIC Securities pointed out that as the first multi-modal model released by Google and the world, the Gemini model was the first model to surpass human experts in terms of performance in MMLU. The official release of the multi-modal Gemini model can, on the one hand, expand application scenarios, and on the other hand, bring about a continuous upgrade in computing power requirements. Multimodality will be the next growth point to drive the current round of AI hotspots to move forward. It is expected that the next generation of multi-modality will rapidly expand the current limited application scenarios of large language models, significantly improve the generalization capabilities of language models, and is expected to show advantages over traditional proprietary models in terms of cost, thereby promoting the implementation of applications such as AI agents, etc., and further promoting revolutionary breakthroughs in applications such as autonomous driving and robotics.
According to the Finance Federation's theme library, among the relevant listed companies:
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