On February 19, the first trading day after the Spring Festival in the Year of the Dragon, A-shares' AI applications, CPOs and computing power stocks rose sharply, boosted by OpenAI's Wensheng** model SORA.
Wind AI application sector gains.
Among them, in the Wind AI application sector, Chinese** (300364), Xuanya International (300612), Yidiantianxia (301171), Danghong Technology (688039), Haitian Ruisheng (688787), Insai Group (300781), and Wanxing Technology (300624) all have a 20cm daily limit, and the entire sector rose by 7 throughout the day12%。
Wind CPO optical module increases.
The emergence of SORA is also a "miracle", which may be a bit conservative in the previous estimation of computing power. AI computing server clusters require a large number of CPO optical modules for communication, and their requirements are deterministic.
On February 19, the three giants of Zhongji Innolight (300308), Xinyisheng (300502) and Tianfu Communication (300394) had a collective 20% daily limit, and Tianfu Communication hit a record high. The Wind CPO optical module sector rose 1408%。
The Wind chip index rose.
Wind chip index sector, Cambrian (688256) rose 1614%, Haiguang Information (688041) rose 1210%, Huatian Technology (002185) 1001% daily limit, Sugon (603019) 10% daily limit, and the entire sector rose by 3 throughout the day03%。
On February 16, OpenAI released the first generative model SORA. This model is a text generation model, and the model can generate high fidelity for up to 60 seconds based on text information, which surpasses the previous generation model and is of milestone significance.
According to reports, SORA has strong generation performance, which can generate complex scenes with multiple characters and specific motion trajectories, and make the physical interaction of the characters conform to the physical laws of the real world. OpenAI positions SORA as a generative model for world simulators, laying the foundation for future development to understand and simulate real-world models.
Debang's research report pointed out that computing power support and large-scale high-quality data training are still the basic disks of large models. According to OpenAI, the capabilities demonstrated by SORA show that continuing to expand the scale of the model can more effectively simulate humans, animals and objects in the physical and digital worlds, and with the further improvement of various parameters such as model duration and resolution, higher requirements will be put forward for computing power. In addition, Debang** believes that SORA may already have a commercial technical foundation, and the commercial use of AI is no longer far away.
Debang** recommends paying attention to two directions: 1) Large models and applications: iFLYTEK, Cloudwalk Technology, Wondershare Technology, Arcsoft Technology, Focus Technology, Danghong Technology (688039), etc. 2) Computing power and servers: Haiguang Information, Cambrian, Inspur Information, Sugon, Digital China, High-tech Development, etc.
In general, the emergence of the SORA** model has put forward further demand for computing power, which is good for computing power chips and CPO optical modules; In addition, the emergence of SORA has subverted the previous model and promoted the further maturity and commercialization of AI applications. This is highly consistent with the orientation of funds on the A** field on February 19, and the AI application, computing power and CPO sectors have all risen sharply.
The Paper reporter also called a number of A-share listed companies with AI applications to inquire about the impact of the SORA** model on the company. A number of listed companies have also replied to investors' questions on the interactive platform.
Hikvision, Dahua shares: It is the opposite direction of SORA.
Hikvision (002415) and Dahua (002236) both have layouts in the field of multimodal large models, but the solutions of both companies are based on ready-made ** to provide analytical analysis to help customers determine what is happening in **, rather than SORA generated through text**.
On February 19, the reporter called Hikvision as an investor, and relevant people said that the company's products are not the same category of artificial intelligence as Sora, and the company focuses on perceptual intelligence. The company's large model is mainly used in the intelligent IoT industry, which is to reduce costs and increase efficiency for enterprises, "For example, if you take a paragraph, and then judge whether something has happened in it, there are clear rules, and identify something in accordance with the regulations." Sora is generative, which is actually the opposite direction of ours. ”
Dahua shares related people said that the company has the ability to model the first model, currently in the two industries to do research and development, the difference is that SORA is generated, Dahua is analytical, the direction is just the opposite, Dahua mainly takes the existing materials or customer content to do analysis, and then tells the customer what happened in the **, according to the occurrence of the behavior judgment.
On February 19**, Hikvision rose by 045%, Dahua shares rose by 354%。
Danghong Technology and Insai Group: Doing generative ** products.
On February 19, Danghong Technology (688039) 20cm daily limit. As for whether Danghong Technology has similar products to SORA, the surging news reporter called Danghong Technology as an investor, and the company said to the surging news reporter: "There are doing, mainly for B-end customers, SORA's duration and effect are good, our time is definitely less than one minute, and we are gradually making some breakthroughs." When Rainbow Technology itself is doing the best, we have some technical reserves in the generation, compression, editing, and identification related to **, which is still good overall. ”
Danghong Technology is an intelligent solution and cloud service provider, on January 5, Danghong Technology said on the interactive platform that the company has a self-developed AIGC toolset, released a static three-dimensional volume generation scheme, and through the point cloud model conversion and compression algorithm to achieve up to 800 times of visual lossless compression, to achieve mutual switching between different modalities. The company's AIGC content intelligent generation system integrates large model technology, which can help users create high-quality content in many fields such as news communication and content creation.
On February 19, Insai Group (300781) 20cm daily limit. As for whether Insai Group has similar products to SORA, the reporter called Insai Group as an investor, and the company said: "Investors have also asked relevant questions on the interactive platform, and we are sorting out the reply, and investors can pay attention." For more information on InsightGPT's progress, you can see the company's previously published Investor Relations Activity Record Sheet. ”
According to the January investor relations activity record sheet of InsightGPT Group, the beta version of InsightGPT has recently opened the smart editing function for partners, investment institutions, brokerage analysts, etc. to try and experience. It is expected that by the end of February 2024, the experience of Tusheng**-related marketing application products will be opened, and it is expected that by the end of March 2024, the Wensheng** function will be developed and realized, and then the public beta version will be launched to officially start commercialization.
Bohui Technology, Yidian World, Hanwang Technology: There are technology accumulation and reserves.
Bohui Technology (688004) also had a 20cm daily limit on the 19th. The reporter called Bohui Technology as an investor, and relevant people also said that the company is also actively paying attention to the content information in this regard. At present, the main business of the company is still in some aspects such as media security, smart education and intelligent display and control.
This person explained that the media security business is also one of the company's core businesses, currently providing first-class operation and maintenance and related content supervision, and there are some relevant regulatory models in content supervision, which can carry out a dynamic analysis and processing of relevant text information to achieve the purpose of smart supervision.
Yidian World (301171) also has a 20cm limit. The surging news reporter called eClick as an investor, and the relevant person said that he has been using AIGC technology to provide customers with some creative material generation services, "We hope to benefit from the new model of SORA to reduce costs and increase efficiency." The company's AIGC creation platform, KreadoAI, can help enterprises realize the full-link closed-loop of content production from script writing, voice cloning, personalized digital human selection to output oral broadcasting. ”
Hanwang Technology (002362) 10% daily limit on February 19. The reporter called Hanwang Technology as an investor, and relevant people said that Hanwang has been working hard in the field of artificial intelligence and has its own core technology, such as text recognition, image recognition, and analysis. In the direction of identification and analysis technology, the company has its own large model, which is mainly applied in vertical fields.
Jiadu Technology (600728) said that the company does not have similar SORA products: "No, the company's Transcorc-M multi-modal large model is a large model developed for our own business in the early stage. Everyone is very hot when the new concept comes out, but I haven't heard of anyone in China who can achieve such a (Wensheng**) function. ”
Jiadu Technology said on the interactive platform on December 11, 2023 that the company's Transcorc-M multi-modal large model can understand various modal information such as Liben, image, and **, and describe, prompt or convert it into instructions according to user needs, which is a very "smart" traffic information assistant.
Yuncong Technology (688327) related people told the surging news reporter that Yuncong Technology has accumulated a deep foundation in vision, and at present, the large model has realized the use of Diffusion, GaN and other generative technologies to model around the image and data of the person, and to generate, control and edit the image and content through text and audio. At present, CloudCong's technology is mainly used in multi-modal bases and some applications of specific customers, and is not oriented to C-end customers.
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