① Kimi concept bull stocks have collectively cooled down, and the AI corpus data hype hit the brakes. Zhongguangtian almost staged “Sky Floor” in the Palm Reading Technology market. Haitian Ruisheng and Huace Film and Television both closed down more than 10%; ② According to the KIMI concept section of Choice Data, Haitian Ruisheng has not yet been included; ③ Attached is a list of A-share listed companies that cooperated/did not cooperate with Kiimi (attached table).
Financial Services Association, March 25 (Editor: Li Chenxu Ri) Recently, Kimi, a large domestic model that can swallow 2 million words in one go, exploded, igniting a new round of investment enthusiasm in the field of artificial intelligence. According to investors, the customer acquisition cost for Kimi users reached 12 yuan to 13 yuan. The average number of daily downloads over the past month was 17,805, and the daily customer acquisition cost was at least 200,000 yuan. However, due to a surge in usage, Dark Side of the Moon's network was temporarily paralyzed.
Kimi Smart Assistant is a conversational AI product launched by the AI company Dark Side of the Moon. Recently, Dark Side of the Moon announced that Kimi supports 2 million words of lossless contextual input, claiming “It used to take 10,000 hours to become an expert in a field, but now it only takes 10 minutes, and Kimi can approach the level of a beginner expert in any new field.” Kimi is leading the “wave of domestic AI reasoning”. Fang Guangzhao of Open Source Securities and others stated in a research report released on March 24 that it is recommended to continue to actively lay out the AI film and television field. The beneficiaries include Shanghai Film, Optical Media, Huace Film and Television, Jebsen Co., Ltd.; the targets benefiting from AI education include Century Tianhong, China Southern Media, Shengtong Co., Ltd.; the beneficiaries of AI corpus data include Chinese Online, Tongfang Shares, Zhongguang Tianze, Zhongyuan Media, etc. Film and television, Jebsen Co., Ltd., etc.
According to an incomplete summary by the Financial Association, since March, the listed companies involved in Kimi-related businesses have responded to on interactive platforms such as Shengtian Network, Jiu'an Healthcare, Huace Film and Television, Wanxing Technology, Beijing Xinyuan, Lisheng Sports, Borui Data, SDIC Intelligence, Easyworld, Hande Information, Insai Group, Palm Reading Technology, Super Communications, and Shenzhen Convincing. The details are shown below:
▌Kimi's concept high-ranking stocks are collectively declining, and AI corpus data from the strongest branch is cooling down: all bullish stocks issued risk warning announcements last week
Let's also look at today's A-share market. Last week's popular Kimi concept stocks were collectively adjusted, and the market began to cool down. Zhongguangtian chose to close and stop. Foxit Software and Huace Film and Television both plummeted, with declines of 15.01% and 12.93% respectively; Guangyu Software, Convinced, and Yidiantian all fell by more than 10%. At one point, Changyue Technology reached the opening of the market and achieved 6 boards in 10 days. After that, the stock price experienced a sharp shock. It almost became a “sky floor” in the intraday period, and the closing price fell nearly 6%.
Earlier, the Dark Side of the Moon told the “Science and Technology Innovation Board Daily” reporter that Palm Reading Technology is connected to the Kimi Big Model API. Changyue Technology announced the stock price change after the market on March 22. The company is integrating the AI model already in the market with the reading app, but the application of related functions is mainly focused on the company's current main business. The related products are still being tested by a small range of users and have not yet generated revenue, and there is uncertainty about when they will be introduced to the market.
According to the daily ranking data released after reading the Technology Market, there was a net capital outflow of 986.13,700 yuan from the Dragon Tiger List. The well-known tourist company Sangtian Road in Ningbo made a big effort to buy 3 and sell 2. Dongfang Wealth Lhasa Tuanjie Road First Securities Sales Department, Dongfang Wealth Lhasa Financial City South Ring Road Securities Sales Department, and Dongfang Wealth Lhasa Tuanjie Road Second Securities Division made net purchases of 42.449 million yuan, 40.2478 million yuan, and 3168854 million yuan respectively; total net sales for institutional use were 142 million yuan.
Palm Reading Technology March 25th Dragon Tiger List
Huace Film and Television recorded 3 consecutive 20CM rises and falls from Wednesday to Friday, but today it closed down nearly 13%. Analysts said that excessive short-term enthusiasm may have triggered today's adjustments. Huace Film and Television announced abnormal stock trading fluctuations after the market on March 22. Currently, the company maintains close communication with Dark Side of the Moon, but no written agreement has yet been implemented.
Among the other consecutive bullish stocks, Guangtian recorded three consecutive trading records from Wednesday to Friday, but today it closed down. Zhongguang Tianze announced a stock trading risk warning notice on March 22. Recently, some media reported that the company is involved in “Kimi Concept Stock”. Currently, the company has no cooperation with Kimi, nor is it involved in related AI business or AI technology.
Haitian Ruisheng, whose main business is AI training data, also plummeted by more than 12% today. Haitian Ruisheng issued a stock price change announcement after the market on March 22, stating that the company focuses on providing professional data sets needed for algorithm model development and training for various organizations in the AI industry chain, including AI technology companies. The business is quite different from companies engaged in AI algorithm and application development. Recently, Haitian Ruisheng has noticed that interest in big model products represented by KimiChat is rapidly increasing, but as of the announcement date, the company had not developed a business cooperation with Beijing Moon Dark Side Technology Co., Ltd. It is worth noting that Haitian Ruisheng recorded a 20CM rise and fall last Wednesday, and according to Choice Data's KIMI concept section, Haitian Ruisheng has not yet been included in it.
According to an incomplete summary by the Financial Federation, since March, listed companies not involved in Kimi-related business have replied on the Interactive Easy platform, including Fuchun Co., Ltd., Fusenmei, Zhongke Chuangda, Mingchen Health, Haitian Ruisheng, Longpan Media, Yonghui Supermarket, Shenzhen Kangjia A, Caixun Co., Ltd., Shanghai Steel Union, Huaru Technology, Amperon, Alter, Yunding Technology, Sanxiang Impression, and Zhuo Shengwei. The details are shown below:
