On December 8, 2023, the three major indexes opened mixed, the AI concept continued to be active, and the fintech ETF (516860)**135%, actively traded.
On the news side, Gemini's release surprised Wall Street, and the stock price of Google's parent company Alphabet fell sharply by 5 on Thursday3%, sending Google's market capitalization surging by more than $80 billion in one day on Thursday, almost equal to the valuation of OpenAI, which is currently not publicly listed.
China Securities Construction Investment pointed out that foreign large models started relatively early, leading the development trend of the artificial intelligence industry, and domestic large models closely followed the international frontier and had the ability to initially commercializeThe landing and application of AI in vertical fields will be the main line in 2024. At the same time, it is optimistic about the localization of the large model technology base.
It is understood that the Fintech ETF (516860) passively tracks the CSI Fintech Theme Index, focusing on financial IT, and is one of the best application areas for large model applications. The computer content is over 8 percent, and the top ten constituent stocks include Flush, Runhe Software, Zhongke Soft and other computing power concept stocks.
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.