As of noon on February 27, 2024**, AI-themed ETFs led the market again, with many ETFs rising more than 4%, among which Big Data ETFs (159739), Cloud Computing 50 ETFs (516630), and Cloud Computing ETFs (516510) were among the top gainers, with ** 31% each.
On the news side, on February 26, 2024, the Party Committee of the State-owned Assets Supervision and Administration Commission held an enlarged meeting. The meeting emphasized that it is necessary to accelerate transformation and upgrading, give full play to the role of hub connection, help promote multimodal transport, accelerate the empowerment of new technologies such as artificial intelligence, create a number of competitive platforms and enterprises, and improve the ability and efficiency of serving the real industry.
In fact, since the early morning of February 16, OpenAI released the first AI** generative model SORA, AI-related topics** have continued to benefit.
Zhongyuan believes that compared with the function of chatgpt's text generation, SORA superimposes the dimension of time on the basis of text and image recognition and generation, and initially realizes the understanding of the physical and logical relationship in the real world. At the same time, the release of SORA also means that mankind is one step closer to achieving general artificial intelligence.
Donghai** said that with the rapid development of domestic AI large models, the computing power demand gap is gradually opening, and AI chips and GPUs are the core components of computing power for AI training and inference, and related targets are expected to usher in opportunities.
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