① Nvidia once again started an AI carnival. Its US stock closed up 16.40% and reported a stock price of $785.38. The market capitalization increased by $277 billion in a single day, and the total market value reached 1.939 trillion US dollars, surpassing Google and Amazon. ② Minsheng Securities pointed out that 2024 may be the real first year of AI applications. The three new directions of AI terminal restructuring, localization of computing power, and multi-modality lead to important opportunities for AI applications.
Nvidia has once again started an AI carnival. Last night, Nvidia's US stock closed up 16.40% and reported a stock price of 785.38 US dollars. The market capitalization increased by 277 billion US dollars in a single day, and the total market value reached 1.939 trillion US dollars, surpassing Google and Amazon. Earlier, Nvidia released an “impeccable” performance report: in the fourth fiscal quarter of fiscal year 2024 ending January 28, Nvidia's revenue reached a record high of US$22.1 billion, an increase of 265% over the previous year; revenue for the full fiscal year also reached a record high of US$60.9 billion, an increase of 126%.
The big AI model accelerates iteration and promotes the wide application of AI in various fields. China Aviation Securities believes that with the transformation of multi-modal large-scale model capabilities, the establishment of the GPTS ecosystem, and the emergence of AI benchmark applications in the fields of dialogue, imaging, office, education, etc., AI already has the ability to evolve from lightweight tool products derived from pure technology to deep product integration with specific implementation scenarios. Many industries will usher in industrial-level productivity changes, with prominent cost reduction and efficiency gains. The commercialization and performance implementation logic of industries with a high degree of digitalization and rich demand for content is complete. Minsheng Securities pointed out that 2024 may be the real first year of AI applications. The three new directions of AI terminal restructuring, localization of computing power, and multi-modality will nurture important opportunities for AI applications.
According to the Finance Federation's theme library, among the relevant listed companies:
Shengtian Network's blockbuster AI music social networking product “Giving Mai” has launched features such as AI voice evolution, AI rap, and AI customized avatar.
Zhiwei Intelligence currently provides some general-purpose AIBOX, AI servers and industrial AI terminals to help implement AI scenarios in security, retail, electricity, transportation, industry and other industries.