April 2, 2023 is Sunday, the stock market is closed on Sunday, and this Sunday in Pengshi is a rainy day, so it is impossible to take the children to outdoor activities... Zhang Sheng took the children early Arriving at Yuan Sheng's house, the two children played together happily. Yuan Sheng and Zhang Sheng chatted about the stock market again...................... .
Zhang Sheng: AI concept stocks have been speculated for some time. How will this concept stock be interpreted in the next stage?
Yuan Sheng: In the first stage of AI concept stocks, each concept stock rose in turn, which was a bit like a comprehensive attack; now, many concept stocks have risen 2-3.8 times in just 2-3 months, and they are a bit unable to rise. There is a sense of movement. These stocks need to pull back (fall) or move sideways. Different stocks have different trends.
However, some AI concept stocks with very good fundamentals and whose performance will increase significantly in the next 1-2 years will stand out and stand out from the crowd. In the future, their trend will be to advance 2 and retreat 1, slowly and continuously going up. To put it bluntly, the hype of AI concept stocks will transform from an all-out attack and full bloom to a stage of focused attack and bullish individual stocks.
Of course, at this stage, new AI concept stocks are constantly emerging... Because the next 5-10 years will be an era when everything can be AI, and there will always be new companies. (Enterprises) apply AI because they will be continuously promoted, discovered and hyped by the main forces...
Zhang Sheng: It makes sense. The hype of AI concept stocks will change from a rush to a precise speculation of individual stocks......
Yuansheng went on to say, look at this news: In the AI craze sweeping the world, one potential resistance that cannot be ignored is the lack of computing power. Computing power is the infrastructure for AI development. AI training requires multiple rounds of repeated processing of data sets. The amount of computing power represents the strength of data processing capabilities.
According to Op.
According to AI calculations, since 2012, the amount of computing used in global AI training has grown exponentially, doubling every 3.43 months on average. Currently, the amount of computing has expanded 300,000 times, far exceeding the growth rate of computing power. As Baidu, 360, Huawei and other companies have entered the AI field, domestic manufacturers' demand for computing power will usher in a blowout.
Take another look at this news: As of March 27, 2023, Baidu’s “Wen Xin Yi Yan” has received applications for testing from 120,000 companies. We predict that the number of visitors to domestic “ChatGPT-like” websites will be relatively large.
On March 29, 2023, at the "2023 Digital Security and Development Summit Forum", 360 Company demonstrated the application of the 360 language model on the 360 browser. Analysts believe that content generation applications have become a direction that technology manufacturers are actively exploring in developing large AI models. Therefore, it is assumed that the number of "ChatGPT-like" large AI models developed and applied in China in the future is 10. Analysts made the following assumptions for different scenarios:
The domestic "ChatGPT-like" is positioned only for internal use of registered enterprises. Assuming that the number of visits per day is 50 million, and each person talks to ChatGPT 5 times, it is calculated from this that the newly added AI accelerator card due to AI large model reasoning The required space is 43,000, and the newly added AI server requires 5,425 units. The domestic "ChatGPT-like" is positioned to be open to individual users. It is assumed that the number of visits per day is 100 million or 300 million, and each person has 5 conversations with ChatGPT. Based on this calculation, the number of new users added due to AI large model reasoning The space required for AI accelerator cards is 87,000 or 260,000 units, and the space required for new AI servers is 11,000 or 33,000 units. Therefore, under optimistic assumptions, domestic large-scale AI models may generate computing power requirements equivalent to 11,000 or 38,000 high-end AI servers during the training and inference stages.
Yuansheng went on to say: From the above news, we can know that on March 27, 2023, Baidu "Wen Xin Yi Yan" has received 120,000 companies applying for testing... After the test, what was the result? Need improvements? How to apply it later? The articles here are too big. Different companies, with different situations, will have different stories. It will gradually provide too many opportunities for stock market speculation.
Yuan Sheng went on to say: From one of the paragraphs in the above message, "Content generation applications have become a direction actively explored by technology manufacturers in developing large AI models," we know that AI has just started, and it is just the first step in a long journey of thousands of miles. , in the future, there will be many stories and themes waiting for the main players to discover and hype, so this theme can be speculated for 5-15 years. In short, it is more attractive than the new energy theme, and the room for speculation is larger.
Zhang Sheng: Is there only one AI theme that can be hyped in the future stock market?
Yuan Sheng: AI is not the only subject that can be hyped. A-shares are a market with 212 million people participating, and the daily trading volume is around 1 trillion yuan. It is impossible to only speculate on one theme, and other themes will continue to emerge. For example, in the next 1-2 weeks, 10 new stocks registered on the main board will be listed. This is also an opportunity, and the main players will create opportunities in it. In addition, technological competition will become increasingly fierce on a global scale. In the stock market, technology stocks are always one of the hot spots and there is never a shortage of opportunities.
Moutai has been the king of A-shares (No. 1 in market capitalization, No. 1 in stock price) for many years. As soon as 2023, as soon as 2024, there will be a technology stock that seizes the throne of No. 1 in market value and becomes the new "big brother" of the stock market. "!
Zhang Sheng: Moutai has always occupied the first place in market capitalization and stock price in the stock market. To put it bluntly, it is a kind of all stock market participants... I believe: The first step is that Moutai loses the top spot in market capitalization. This It will be realized soon; the second step is for Moutai to lose its No. 1 (highest) share price position. This may take a little slower and should be realized within 5-10 years.
Yuan Sheng continued: This morning, the media reported that LD said at the meeting------
Build a house like you build a car.
First, in terms of design, homes should be empowered with technology just like smart cars.
At present, smart cars have widely used new generation information technologies such as 5G and the Internet of Things, which have greatly improved people's driving and travel experience. Therefore, in order to build a good house, it is also necessary to use digital means to make the house an important carrier for integrated technology applications. For example, the house can automatically adjust ventilation, lighting, lighting, temperature, and humidity according to the needs of the owner. It can also use Internet of Things devices such as sensors to provide timely warnings and prevent accidents such as fires and gas leaks. It can also strengthen the protection of elderly people living alone, Children's safety and health monitoring and management provide community and family security levels.
Second, in terms of construction, we should build a house just like we build a car.
Cars are made up of hundreds of parts from the production line, assembled through scientific design and precise welding. We must learn from this industrialized production method to vigorously develop prefabricated buildings, so that houses can be designed in a standardized, factory-like manner, Prefabricated construction and integrated decoration are not only conducive to the renewal and renovation of old houses, making it easier to repair and replace parts, but also help reduce environmental pollution caused by traditional methods such as construction waste and construction dust, and improve labor productivity and quality and safety levels. At the same time, we must adhere to the concept of green development, vigorously promote the use of healthy, environmentally friendly, safe, and green low-carbon building materials to create green buildings.
It can be seen that in the coming years, technology will play an increasingly important role, and technology stocks will always have a place in the stock market and will be one of the eternal hot spots (to put it bluntly, AI concept stocks are also a branch of technology stocks).
While chatting, time flew by and it was time to eat again...
