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港股概念追踪 | 世界人工智能大会即将开幕 国产大模型迎新催化(附概念股)

Hong Kong stock concept tracking | The World Artificial Intelligence Conference is about to open, and domestic large models welcome new catalysts (with concept stocks)

Zhitong Finance ·  07:43

According to the Zhidao Finance app, the 2024 World Artificial Intelligence Conference and the High-level Conference on Global Governance of Artificial Intelligence (WAIC 2024) will be held in Shanghai from July 4th to 7th. Nine Turing Award, Fields Medal and Nobel Prize winners and 88 academicians from China and abroad are expected to attend the conference, which will cover key topics such as large models, data, computing power, embodied intelligence, smart industry, and autonomous driving.

At this year's conference, the exhibition area will exceed 52,000 square meters, focusing on the three major areas of core technology, intelligent terminals, and application empowerment. The conference will focus on key areas such as large models, computing power, robots, and autonomous driving. Over 500 companies have confirmed their participation, and more than 1,500 items will be exhibited.

In terms of large models, major manufacturers such as Baidu, Alibaba, Tencent, Huawei, SenseTime, iFlytek, China Mobile, China Unicom, and Xinhuanet, headlined the industry, will showcase their heavyweight new products at WAIC 2024, and the conference will also display hundreds of large models.

WAIC 2024 will focus on providing full-stack support for computing power in the field of artificial intelligence. Enterprises such as China Unicom, Huawei, ZTE, and Suiyuan Technology will host multiple ecological forums to showcase how computing power can be turned from concept to reality and enable thousands of industries. Featured computing enterprises cover various application scenarios including "cloud, edge, and terminal," vividly demonstrating how computing power can empower data centers, intelligent manufacturing, smart cities, smart healthcare, and other industries.

In addition, WAIC 2024 will focus on the development of embodied intelligence, presenting heavyweight forums and a wealth of innovative intelligent robot exhibition items, and offering a glimpse into the huge development potential of the embodied intelligence industry, drawing a new blueprint for the era of intelligent robots.

According to MonthFox data, the penetration rate of generative AI in the mobile industry has risen to 12%, with over 40 intelligent robots set to appear at this year's WAIC, including about 25 humanoid robots from companies such as Tesla, Tencent, Netease Fuxi, Datera, Fourier, and Cloud Walk Science and Technology, with diverse exhibitions of embodied intelligence technologies such as humanoid robots, four-legged and wheeled robots, mechanical arms and hands, and so on.

AI computing power has encountered massive price cuts and effective improvements in multi-modal and end-side models recently. AI applications have become the mainstay of participation in the field of innovation for small and medium-sized enterprises. AIPC and AI mobile phone architecture have begun to take shape, and the entire industry chain maintains a rapid development trend, with broad prospects for emerging industries.

The organization points out that AI has made initial landings in various industries, and attempts to truly realize its value for users. Under the joint efforts of various industries, "AI+" has deeply walked into user scenarios and may have entered the point of explosion.

Haitong Securities believes that WAIC2024 will showcase hundreds of large models and their applications, with a focus on domestically-made large models. In addition, this year's conference will comprehensively focus on the intelligent driving field, depicting a new picture of intelligent transformation and upgrading in the land, sea and air. Tesla will showcase its latest fully autonomous driving technology FSD and its intelligent vehicle models such as Cybertruck; three eVTOL intelligent aircraft will perform live demonstrations of low-altitude economic dynamism. Large-scale models made in China will receive special attention at WAIC 2024, and the development of AI in China is expected to continue to accelerate in the future.

Related concept stocks:

Baidu Group-SW(09888): On June 28th, Baidu released its heavyweight Wenxin large model 4.0 Turbo, which has accumulated a total of 300 million users and has a daily call volume of 500 million.

Alibaba-SW(09988): Aliyun's Tongyi Qianwen 2.5, released in early May, achieved a score on par with GPT-4 Turbo. Currently, Alibaba has invested in leading Chinese large model start-ups such as Minimax, The Dark Side of the Moon, Zero One, Zhipu AI, and Baichuan Intelligence, with a total investment of more than RMB 13 billion.

Sensetime-W(00020): The company unveiled its latest medical and health large model, "Da Yi," at the 2024 CSDN Expo, representing the company's latest achievement in the medical AI field. Da Yi has already surpassed GPT-4 in several medical tasks such as examination and Q&A generation, electronic medical record generation, online consultation, guidance, follow-up, and assisted diagnostic decision-making.

ZTE (00763): The company attaches great importance to layout and investment in the field of AI, and provides end-to-end intelligent computing solutions with its leading hardware and software intelligence platform capabilities, including intelligent computing infrastructure, AI software platform, large models and applications, to meet different scenario needs and help enterprises transform into digitalization.

The translation is provided by third-party software.


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