Today (December 7), the stock indexes of the two cities fell weakly in early trading, stopped falling and rebounded in the afternoon, and the three major stock indexes once turned red;Northbound funds turned to a slight inflow in the afternoon.
The industry sectors rose less and fell more, with software development, cultural media, Internet services, games, education, computer equipment and other TMT tracks leading the gains, while wind power equipment, auto parts, power equipment, biological products, energy metals, and medical services were among the top decliners. On December 6, local time, Google announced the launch of its largest and most powerful new large language model, Gemini, it is worth mentioning that in the MMLU (Massive Multi-task Language Understanding) test, Gemini Ultra scored 90A high score of 0%, surpassing human experts for the first time. In addition, AMD held a special event dedicated to AI after the U.S. stock market opened, at which AMD unveiled its next-generation Intinct Mi300x GPU chip accelerator card for generative AI and data centers. Whether it is AMD and Intel, which are catching up, or Nvidia, which is riding the dust in the GPU market, they are optimistic about the Chinese artificial intelligent chip market. Previously, Su Lifeng said at AMD's third quarter earnings report ** meeting that AMD sees the sales potential of Chinese's artificial intelligence market. CITIC** said that Google announced the release of a new generation of large model Gemini, which once again aroused the market's continued attention to the artificial intelligence industry and continued to be optimistic about the prospects of the follow-up AI industryOpen source ** pointed out that it will continue to grasp the main line of AI application and lay out "AI + game education film and television IP e-commerce MR";Yinhe ** believes that the application of large models will be accelerated, and AIGC will accelerate the integration into multiple formats. 
CITIC**: Google Gemini model releasedAI has entered the multimodal era
Recently, Google announced the release of a new generation of large model Gemini, which once again aroused the market's continuous attention to the artificial intelligence industry. The official release of the multimodal Gemini model can broaden the expansion of application scenarios on the one hand, and continuously upgrade the computing power demand on the other hand. We continue to be optimistic about the prospects of the follow-up AI industry, and believe that the release of models such as GPT-5 will also bring more catalysts.
Open source**: Large models continue to be upgraded to fully embrace AI applications
Continue to grasp the main line of AI application and lay out "AI + game, education, film and television IP e-commerce MR".
1. AI+ games, the normalization of version number issuance has brought about improvements in the supply side, and new games have been launched one after another, which may drive the growth rate of the industry and the growth of sector performance. The multi-modal large model is expected to improve the efficiency of game research and development, the richness of content and gameplay, enhance the social attributes of games, attract incremental users, and further open up the space for game commercialization. 2. AI+ education, AIGC has achieved functional innovation of educational products, reduced costs and increased revenue in curriculum research and development overseas, and promoted Duolingo to achieve profitability for the first time in the first half of 2023. 3. AI + film and television IP, AI multimodal technology is expected to speed up the development of content such as animation, film and television, interactive film and television games, enrich the supply of content, and bring commercial increments.
4. AI + e-commerce, AI empowers e-commerce "people", "goods" and "fields" to be fully rolled out, and AI shopping guides have accelerated their implementation at home and abroad, realizing functional innovations such as product recommendation and clothing try-on, which is expected to help e-commerce platforms and service providers improve product sales efficiency, reduce costs and increase efficiency.
5. AI+MR, Apple's MR headset experience is leading, which may drive the overall MR device shipment increase and the demand for AR VR content grow. Multimodal large models are expected to reduce costs and improve efficiency of content development, thereby increasing the penetration rate of VR AR in various application scenarios. Galaxy**: Large-scale model applications are accelerated to be implemented AIGC to accelerate its integration into multiple formats
After more than 4 months of adjustment since the middle of the year, the artificial intelligence sector has completed the bottoming, with the outbreak of the profitability of the large model superimposed by favorable policies, a new round of ** is on the eve of launch. With the establishment of the National Data Bureau, the industrial policy will continue to increase, and the data element market will usher in a broad space, focusing on data asset holders, data element operators, and data element infrastructure core providers. In the future, AIGC-enabled multi-format applications may accelerate the landing, and explosive products are expected to be launched quickly. In the face of the shortage of domestic intelligent computing power and policy uncertainty, it is expected to accelerate the process of domestic substitution, and the related industrial chain will continue to benefit. It is recommended to pay attention to 1. Opportunities related to domestic substitution of upstream AI chips2. Opportunities related to Huawei's ecosystem partners3. Opportunities for gradually migrating to domestic independent AI computing power and related applications. It is mainly recommended that Thunderda, Supermap Software, Flush, Jiahe Mekang, Caixun Co., Ltd., Tors, EZVIZ Network, Guoneng Rixin, Shanghai Ganglian, Shensanda A, Sugon, Zhongke Xingtu, Hikvision, Kingsoft Office, Yingfang Software, Baichu Electronics, ZKTeco, iFLYTEK, Kunlun Wanwei, Wanxing Technology, Shuguang Digital Innovation and other companies. IFC**: Pay attention to the implementation of AI applications Since 2023, AI technology and applications have continued to iterate, from text dialogue, Wensheng diagrams, multimodal, to Wensheng**, AIagent platforms, the AI industry is rising rapidly, and content companies such as film and television are expected to benefit from the new progress of Wensheng** and pay attention to the implementation of AI applications. The valuation is gradually switching to next year, and it is recommended to pay attention to the sectors and ** with higher margins and greater certainty in the follow-up performance.
Under the AI investment boom, technology giants have launched an "arms race", and the demand for computing power as the hardware foundation of AI has ushered in an explosion, and the value of servers, AI chips, optical chips, storage, PCB boards and other links will be greatly increased. At the application level, PC and mobile phone leaders are actively launching device-side models, and AI companies are also deploying edge-side devices to seize the entrance. Founder**: Pay attention to the opportunities in the industrial chain related to "AI factories" Changes in the overseas AI application development environment, and pay attention to the trend of "APP factories" represented by ByteDance going overseas to transform into "AI factories". With rich experience in application development and user operation, domestic manufacturers are expected to quickly launch a number of high-quality AI applications.
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).