On December 26, the stock indexes of the two cities maintained a weak ** pattern, and the Shenzhen Component Index and the ChiNext Index fell by more than 1%. As of **, the Shanghai Composite Index fell 068% at 289888 points, the Shenzhen Component Index fell 107% to 9157At 25 points, the GEM index fell 126% at 180850 points;The total turnover of the Shanghai and Shenzhen markets was 628.1 billion yuan.
Most of the industry sectors closed down, with semiconductors, consumer electronics, Internet services, computer equipment, education, communication services and other TMT tracks leading the decline, and fertilizer and utilities sectors strengthening against the market. A few days ago, SAM Altman, co-founder and CEO of OpenAI, announced on social platforms that AGI (a little later), GPT-5, better voice models, and higher rate limits;Better GPTS;Better reasoning;Control over the degree of arousal behavior;**Models;Personalization;Browse better;Open source will be OpenAI's goal in 2024. Caixin** said that the progress of AI multimodal iteration has exceeded expectations, and it pays attention to the theme of New Year's Eve**;Huafu** pointed out that AI terminals are blooming, and the wave of innovation is full of opportunitiesSouthwest ** believes that device-side AI will lead a new round of terminal innovation cycle. 
Caixin**: AI multimodal iteration progress exceeds expectations, focusing on the New Year's Eve theme**
Recently, under the main lines of short dramas and AI multi-modality, the media index has bucked the trend**, and we can still actively pay attention to New Year's Eve themes such as AI multi-modality, data elements, and MR in the future**: First, under the unexpected iteration of AI multi-modality, the cost reduction and efficiency increase of the game sector are expected to accelerate;Overseas AI giants pay for German** content, demonstrating the value of high-quality expected libraries;The AI** generation tool iteratively superimposes the important schedule at the end of the year. Second, with the acceleration of the industrialization of data elements. The third is to focus on the leaders with strong core competitiveness and potential to benefit from macroeconomic recovery. Zheshang**: AI computing power is expected to accelerate localization reviewed the development history of supercomputing and general computing power, and believes that domestic AI computing power is expected to replicate the development process, from "usable" to "easy to use", and under the current international situation, the localization process of AI computing power is expected to accelerate, specifically 2024 will be the "customer primary selection and adaptation year", 2025 will be the "customer active procurement year", and domestic AI chips are expected to become dominant in 2026. Since 2023, the AI industry has achieved rapid development and is currently at the forefront of global scientific and technological progress. The direction of large language models represented by GPT, the direction of AIGC represented by image and generation technology, and the direction of hardware and autonomous driving represented by automatic control and edge computing are the three major innovation areas worth focusing on in the AI industry. Huafu**: AI terminals are bloomingThe wave of innovation is full of opportunities
With the rapid development of AI models, AI may become an important assistant for personal office learning. Terminal products equipped with AI applications can significantly improve production efficiency, so all kinds of traditional electronic terminals are expected to grow old. In terms of traditional core terminals, domestic and foreign giants are adding hardware research and development and product landing for AI phones and AI PCsIn terms of innovative terminals, the launch of AI PIN has sounded the clarion call for innovation in the form of AI terminals, which is expected to reconstruct future edge AI devices. The wave of device-side AI has arrived, and AI terminals may bear fruitful results in 2024.
Southwest**: End-to-device AI will lead a new round of terminal innovation cycle
Smart devices are the carriers for AI to reach users, and AI terminals will bring a new round of innovation cycle to the industry. AI development is shifting from software-led to hardware + software parallel drive, and smart devices, as the ultimate carrier for AI to reach users, are becoming an important breakthrough in the future development and implementation of AI. Since the second half of 2023, terminal manufacturers and chip manufacturers have begun to intensively deploy device-side AI, and the integration of AI models with mobile phones, PCs, wearable devices, XR, etc., will bring long-lost software, hardware, and ecological innovation to the terminal industry, produce innovative interaction methods and audio and visual experiences, and the curtain of device-side AI has been opened.
CITIC**: It is recommended to pay attention to AI companies in related fields The general large model pursues high generalization capabilities and can complete natural language understanding and generation tasks with high quality. Based on the underlying Transformer, the model forms three mainstream technical routes, and OpenAI's GPT model adopts the decoder route, which has received widespread attention and recognition. Overseas large-scale model technology has maintained rapid advancement, the multi-modal capabilities of large-scale models with visual capabilities as the core have been continuously demonstrated, and the visual understanding and generation capabilities of models have developed rapidly, which is expected to bring broad market opportunities and accelerate the commercialization process of AI and open the market ceiling. We continue to be optimistic about the landing opportunities of large models in various industries, and recommend paying attention to AI companies in related fields.
This article does not constitute any investment advice, and investors act accordingly at their own risk. The market is risky, and investors need to be cautious. )
Article**: Oriental Wealth Research Center).