Favorable policies give birth to industry opportunities, Sora released, how should investors layout

Mondo Finance Updated on 2024-02-26

Recently, Zhang Yuzhuo, Secretary of the Party Committee and Director of the State-owned Assets Supervision and Administration Commission, proposed at the "AI Empowerment Industry Renewal" Enterprise Artificial Intelligence Special Promotion Conference to promote enterprises to achieve better development and play a greater role in the field of artificial intelligence. This favorable policy has undoubtedly brought new opportunities to the artificial intelligence industry. In this context, the first AI** model SORA released by OpenAI has triggered a boom in AI-related theme ETFs in the capital market.

The release of the SORA model not only caused shock and sigh in the technology circle, but also triggered a boom in AI-related theme ETFs in the capital market. In the first week of trading in the Year of the Dragon, the five thematic ETFs related to artificial intelligence and the two major industry ETFs all performed well, and many related ETFs became the focus of market attention. At the same time, a number of ** managers have laid out SORA concept stocks.

The release of SORA shows that the progress of AI in multimodality has reached a new level. The promotion of computing power, first-class applications and other fields has made related companies sought after by the market. Companies such as Golden Eagle and Cathay Pacific have analyzed and discussed the business prospects and possible impact of the SORA model, and they believe that this may promote substantial breakthroughs in related artificial intelligence applications, and have a substitution and promotion effect on enterprises, individuals and related tracks.

The State-owned Assets Supervision and Administration Commission (SASAC) has accelerated the development of artificial intelligence in central enterprises, which has undoubtedly provided strong support for the development of SORA. In the future, we will give full play to the advantages of application scenarios and data, accelerate the application of artificial intelligence in industrial scenarios with a more open mind and more pragmatic measures, and promote the digital and intelligent transformation and upgrading of industrial enterprises.

Investors can pay attention to SORA-related concept stocks, and at the same time, they can also pay attention to the artificial intelligence industry that benefits from favorable national policies**. In this process, investors need to have an independent thinking mode, not blindly follow the trend, but to combine their own investment philosophy and risk tolerance to make rational investment decisions.

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