At the beginning of 2024, with the official release of OpenAI's first generation model SORAOPPO, and Apple's successive entry into the AI field, it is now known as "opening the era of AI mobile phones for all", AI is on fire again in the A** field, so it is necessary for us to pay more attention to the opportunities of AI artificial intelligence concept stocks this year, and the following is a brief introduction and interpretation of AI artificial intelligence concept leading stocks and subdivisions.
1.CPO Concept Stocks:
Cambridge Technology (**603083): The main business includes LED packaging materials, chip-scale packaging materials, etc., among which optical materials and other products can be applied to the field of optoelectronic co-packaging (CPO).
FiberHome Communication (**600498): A leading enterprise in the communication industry, involved in the field of optoelectronic devices, and participating in the research and development and application of CPO technology.
Tianfu Communication (**300394): Focusing on the R&D and manufacturing of optoelectronic devices, CPO technology is one of its key development directions.
Zhongji InnoLight (**300308): Focus on the R&D and production of optoelectronic devices, and is committed to the innovation and application of optoelectronic packaging technology.
Xinyisheng (**300502): Focus on the R&D and production of semiconductor materials and new optoelectronic materials, and have certain CPO technical strength.
2.Optical Communication Module Concept Unit:
Yuanjie Technology (**688498): Focus on the R&D and production of optical communication modules, and is committed to providing high-quality optical communication solutions.
Jiulian Technology (**688609): One of the leading enterprises in the field of optical communication modules, its products cover a variety of optical communication application scenarios.
T&S (**300570): Focus on the R&D and manufacturing of optical communication devices, providing key components for optical communication modules.
Special Information (**000070): It has a certain technical accumulation in the field of optical communication, and is committed to the innovation and application of optical communication modules.
3.Computing Power Concept Stocks:
Sugon (**603019): is a leader in high-performance computing (HPC) in China, and its products and technologies have certain applications and influence in the field of AI computing power.
Ruijie Network (**301165): Provide network security and intelligent management solutions, and is committed to supporting the development of AI computing power.
Dataport (**603881): Focus on the construction and operation of data centers, providing a stable data storage and processing environment for AI computing power.
4.AI chip concept stocks:
Cambrian (**688256): As a leading enterprise in the field of AI chips, its deep learning processors play an important role in artificial intelligence applications.
Jingjiawei (**300474): Focusing on the R&D and production of AI chips, its products are widely used in the field of intelligent terminal equipment and the Internet of Things.
Ziguang Guowei (**002049): It is one of the important forces in China's chip industry, and its chip products cover many fields, including AI chips.
5.ChatGPT Concept Stocks:
Hanwang Technology (**002362): The company has industry-leading key technologies in the artificial intelligence industry chain such as text image recognition, natural language processing, biometric recognition, intelligent analysis, and intelligent human-computer interaction.
360 (**601360): It has an important position in the field of cybersecurity, and its artificial intelligence innovation and R&D center is committed to promoting the development and application of ChatGPT and other technologies.
(**BIDU): With abundant natural language processing technology, Wenxin Yiyan is one of its artificial intelligence product lines.
6.Machine Vision Concept Stock:
Haitian AAC (**688787): Focusing on the R&D and manufacturing of intelligent cameras and intelligent security products, it provides certain support for the development of machine vision technology.
7.AIGC Concept Stocks:
iFLYTEK (**002230): It has a leading position in the field of artificial intelligence speech processing, and its intelligent content generation technology has great potential in the field of AIGC.
8.Virtual Digital Human Concept Stocks:
iFLYTEK (**002230): As one of the leading companies in the field of artificial intelligence, it has rich experience and technical accumulation in speech synthesis and virtual human technology.
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