"Science and Technology 5 Sons" take the lead!The three major subdivisions of "artificial intelligence" will become the leader in the market
In 2023, ChatGPT was born, which attracted great attention in the market and drove an AI investment boom. With the rapid update and iteration of the AI large model,In the future, what trends will the artificial intelligence industry present, and what investment opportunities are worth paying attention to?
Since the concept of artificial intelligence was put forward in 1956, the rise of artificial intelligence is an inevitable and destined to be a long-term track.
In the future, data will become an important factor of production, and the digital era will digitally reshape production and lifestyle, from data acquisition, data analysis to data application, AI will be fully accelerated.
According to reports, a series of reports on the economic situation of "comprehensively promoting Chinese-style modernization" were held recentlyThe top management will promote artificial intelligence to empower new industrialization.
It is mentioned that we will promote artificial intelligence to empower new industrialization, promote green and low-carbon development of industry, build world-class enterprises, consolidate and enhance the upward trend of the industrial economy, and promote new industrialization to continuously achieve new breakthroughs and new results.
The hermit believes that with the continuous development of policies, the digital, intelligent and informatization construction of domestic industrial enterprises is expected to accelerate, which may bring opportunities for the development of the industrial software and hardware industry.
In addition, the AI boom is not just a flash in the pan, these three directions are worth paying attention to!
1) Focus on computing power
With the continuous growth of computing power demand and the arrival of domestic substitution opportunities, various large model manufacturers are still training and improving their own large models, and the demand on the training side will continue
In addition, the uncertainty of Sino-US relations also makes the first foreign chip have a certain degree of uncertainty, which is expected to force the accelerated development of domestic GPUs, so the opportunity for domestic substitution is also very huge.
2) Large models and multimodal AI applications
As large models gradually mature, the pace of commercialization will become faster and fasterWith the rapid development of AI perception, interaction, and generation capabilities, multimodal large models will promote AI to the era of synaesthesia, and the application scenarios and ecology will be further enriched. Judging from the current pace and investment intensity, AI+ office is expected to become the first application scenario to bring changes.
3) Focus on device-side AI
2024 may become the first year of AI PCs, and according to the relevant **, by 2025, 2 out of every 3 PCs will have AI capabilities.
Therefore, after an in-depth review, the hermit has selected "5 "Artificial Intelligence" Potential Dark Horses, the last of which is expected to become the first demon of the New Year!
1. Hitevision Technology
The company actively develops and promotes artificial intelligence, big data, and cloud computing.
The application of new technologies in the field of education informatization has continuously launched innovative products, which has promoted the in-depth integration and development of new technologies and the company's business.
2. Jiahe Intelligence
The company has invested in the field of artificial intelligence technology for many years, and the company's R&D and production of intelligent translation headsets, intelligent AI speakers and other products have applied artificial intelligence related technologies.
3. Si Strange
The company has been tracking new technology fields including AI, edge computing, and blockchain for a long time, and continues to put the research results into practice.
4. Zhongwei Electronics
It is a leader in the field of digital optical fiber transmission product technology in China. The company's emotional artificial intelligence technology based on deep learning has been piloted in some colleges and universities.
5. The most optimistic one for the hermit!
Clause. 1. The company has long focused on the R&D and application of artificial intelligence and intelligent interaction technologies such as text recognition, focusing on business model innovation, maintaining a leading position in core technologies, and steadily enhancing its comprehensive strength.
Clause. Second, low + low valuation, the total market value is less than 7 billionAt the bottom of the "** pit", the chips are highly concentrated, and the main force is high-control.
Clause. Third, from a technical point of viewOne yang wears many evens, the chips are concentrated, and the monthly line is a strong golden fork, a new round of main promotion ** is imminent.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##