① The Kimi concept sector set off a wave of ups and downs. Huace Film and Television closed the market for three consecutive 20CM rises and falls, Zhongguang Tianze and Changyue Technology all trifectly, Century Tianhong 20CM rose and stopped, and Jieshun Technology rose and stopped. ② Sort out the list of A-share listed companies that have cooperated with or participated in Kimi on platforms such as Interactive Easy (attached table).
Financial Services Association, March 23 (Editor Ruo Yu) Kimi Concept Stock broke out. Choice data showed that the “Kimi Concept” sector closed with three consecutive 20CM gains and stops. Zhongguang Tianze and Zhangyue Technology closed with three consecutive declines. Century Tianhong recorded a 20CM rise and stop at the close, a rise of more than 18% in the Chinese online session, and Jieshun Technology closed up and stopped.
On the news side, the domestic AI Unicorn Moon recently announced on its official WeChat account on March 18 that its interactive AI assistant product, Kimi Smart Assistant, now supports 2 million words of non-destructive contextual input.
According to a March 21 research report by Shen Wan Hongyuan, Hong Yizhen and others, Kimi achieved a breakthrough in the single-point ability for long text, supporting the input of 2 million Chinese characters. In comparison, the GPT-4 Turbo-128K has about 100,000 Chinese characters, and the Claude3200K context is about 160,000 Chinese characters. Therefore, Kimi is more suitable for efficient reading, professional document interpretation, data retrieval, data compilation and summary. According to the March 19 report by Open Source Securities Fang Guangzhao and others, AI applications will be commercialized or accelerated as AI products such as Kimi continue to be iterated. Especially in the advertising, film, game and other industries, domestic and foreign AI multi-modal models continue to break through or drastically reduce costs, improve efficiency, and expand commercialization space.
According to information, KimiChat is an intelligent text assistant, and its entrance includes a web page, app, and WeChat applet. Use cases include long text summarization and generation, network search, data processing, coding, simulated conversation, and translation. According to Qimai data, Kimi's smart assistant's efficiency (free list) ranking increased from 436 on January 14 to 11 on March 19.
Dark Side of the Moon further stated on its official account that an order of magnitude increase in the length of the large model without damaging the context will further help users open up their imagination for AI application scenarios, including analysis and understanding of the complete code base, intelligent agents that can independently help humans complete multi-step complex tasks, lifelong assistants that do not forget key information, and multi-modal models with a truly unified architecture.
Chen Liangdong of Minsheng Securities and others said in the March 18 research report that Kimi is currently using the domestic model with good results. It focuses on three main lines: the continuous iteration of the domestic model and the subsequent launch of the multi-modal model, which is expected to empower the application level. Second, the application level is connected to models such as Kimi, which improves application effectiveness. Focus on companies that are making progress in AI+ applications, such as Palm Reading Technology. As a content production tool, the third model is expected to bring about a significant increase in production capacity and content accuracy in many content fields such as movies, TV, short dramas, short video/games. It is recommended to focus on high-quality IP reserves, film and television content production, as well as AI video model companies, including Shanghai Film, Chinese Online, Zitian Technology, Optical Media, Aofei Entertainment, Jebsen Co., Ltd., Huace Film and Television, and Insai Group.
According to incomplete statistics from the Financial Federation, A-share listed companies that have cooperated with or participated in Kimi on platforms such as Interactive Easy include SDIC Intelligence, EasyDianxia, Insai Group, Shenxinfu, Jiu'an Medical, Super Communications, Hande Information, Palm Reading Technology, Beixinyuan, and Wanxing Technology. The details are as follows:
