The AI sector continued to be active, and the AIGC fever of the trillion-level new track rose
2023-02-03
On February 2, the artificial intelligence sector continued to perform actively, and the AIGC (automatic generation technology of artificial intelligence content) concept stocks showed an upward trend. On the same day, the AIGC concept index in Flush rose 0.58% and the AI concept index rose 0.49%. In terms of individual stocks, China Great Wall, Tongwei Shares, Focus Technology, Hongying Intelligent and other individual stocks rose and closed. It is worth noting that since January 18, the concept of artificial intelligence, especially the concept of AIGC, has risen for several consecutive days, with a cumulative increase of more than 10%. The same concept stocks as shares, Vision China, Hanwang Technology and other concept stocks have risen for several consecutive days, with a cumulative increase of more than 20% for dozens of concept stocks. According to the news, Microsoft recently announced that it has expanded its partnership with OpenAI and invested billions of dollars in OpenAI, the developer of ChatGPT (artificial intelligence chat robot program), to accelerate technological breakthroughs and transformation in the field of artificial intelligence. Microsoft CEO Nadela said at the World Economic Forum that Microsoft is rapidly promoting the commercialization of OpenAI tools. AIGC technology and industrial ecology are entering the fast lane of development. Tencent Research Institute released the AIGC Development Trend Report 2023: Welcome to the Next Era of Artificial Intelligence on January 31, pointing out that the commercial application of AIGC will mature rapidly and the market scale will expand rapidly. At present, AIGC has taken the lead in making significant development in industries with high degree of digitalization and rich demand for content, such as media, e-commerce, film and entertainment, and the market potential is gradually emerging. At the consumer end, AIGC is expected to shape a new paradigm of digital content production and interaction and become the content production infrastructure of the Internet in the future; At the industrial end, synthetic data drives the future of AI. AIGC will serve as a productivity tool to promote the development of the metauniverse and further promote the wider application of AI technology. In terms of market space, according to Soochow Securities, the penetration rate of AIGC in content generation will increase rapidly, and the application scale will expand rapidly. It is estimated that the market size of AIGC will exceed trillion yuan in 2030. According to CCID Consulting, China's NLP (natural language processing) market size will exceed 200 billion yuan in 2030, with a compound growth rate of 36.5% from 2022 to 2030. Pacific Securities analysis shows that AIGC is rapidly landing in various application scenarios in various industries. With high application value, AIGC is expected to become a new engine for the innovation and development of digital content and inject new momentum into the development of digital economy. At present, Baidu, Tencent Youtu, Alibaba, Kwai, ByteDance, NetEase, Shangtang, Meitu, iFLYTEK, etc. are all increasing their investment in AIGC. Zheshang Securities said that the AI industry is accelerating its transformation from cutting-edge technology exploration to commercialization, and the industry's prosperity has improved. In particular, the leading enterprises actively participate in the application competition, which will accelerate the overall AIGC application integration process of the industry. Open Source Securities said that looking forward to the future, with the entry of Microsoft and other giants and the iterative development of technology, ChatGPT, combined with search, knowledge map and other technologies, is expected to further expand AI application scenarios and accelerate AI business landing. At home, the policy environment continues to be excellent
Edit:sishi Responsible editor:xingyong
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