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美股AI概念全面爆发 多模态模型推动“AI狂热”更上一层楼

The concept of AI in US stocks has fully exploded, and the multi-modal model has driven the “AI fanaticism” to the next level

cls.cn ·  Dec 8, 2023 07:37

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:

Wanxing Technology currently has AIGC digital human marketing short video creation and live streaming software Wanxing Broadcast/Virbo, and VirtuLook, an AI e-commerce image generation tool, empowering e-commerce customers to create marketing content for images, texts, and videos.

Blue Cursor and JD jointly created the first spokesperson TVC with AIGC as the core, innovating and producing OPEN AD, an innovative marketing paradigm derived from AIGC, amplifying the effects of AI empowerment.

The translation is provided by third-party software.


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