April 3, 2023 is Monday, the beginning of a new week. Yuan Sheng came to the big room early in the morning. Zhang Sheng said excitedly: There is good news again. What do you think?
Yuan Sheng: When you talk about the benefits, do you mean the benefits of Alibaba’s AI?
Zhang Sheng: Yes, what do you think?
Yuan Sheng: AI is a big topic, and most people agree that it can be speculated for 3-5 years. You see, first Baidu launched Wen Xinyiyan, which caused a wave of speculation in the stock market, and then Huawei launched "Pangu", causing another wave of speculation in the stock market. Alibaba has done good things again ------
The China Academy of Information and Communications Technology recently launched the construction of large-model technology and application benchmarks, and joined hands with mainstream innovation entities in the industry to jointly build a set of benchmarks and evaluation tools AISHPe covering multiple task fields and multiple evaluation dimensions.
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geModel promotes leading innovation in large model technology and applications in my country.
Tianyancha shows that recently, Alibaba Damo Academy (Hangzhou) Technology Co., Ltd. applied to register multiple "Tongyi Wanxiang", "Tongyi Xiaoyu", "Tongyi Boyan", "Tongyi Xiaowen" and "Tongyi Wanxiang" Trademark, international classification involves advertising sales, scientific instruments, website services, etc. The current trademark status is under application.
Alibaba Damo Academy will release the "Tongyi" large model series in September 2022. CITIC Securities *** and others stated in a research report released on March 23 that from a longitudinal perspective, Tongyi-M6 has gradually developed from a 300 million parameter basic model in June 2020 to 10 trillion in October 2021. The parameters of the world's largest pre-trained model will reach the industry's first general unified large model M6-OFA in January 2022.
Alibaba DAMO Academy has released multiple versions of large models. In March, Alibaba launched the "Text to Video Generation Diffusion Model" on "Moda" to realize the video generation function. The model consists of three sub-networks: text feature extraction, text feature to video latent space diffusion model, and video latent space to video visual space. The overall model parameters are about 1.7 billion. The diffusion structure adopts the typical U-Net network architecture, through reverse The diffusion process realizes the function of video generation.
In terms of large-model computing power, Alibaba Cloud launched the full-stack intelligent computing solution "Feitian Intelligent Computing Platform" and launched two ultra-large-scale intelligent computing centers, Zhangbei Intelligent Computing Center and Ulanqab Intelligent Computing Center, to provide scientific research, public services and Enterprise organizations provide powerful intelligent computing services that can increase computing resource utilization by more than 3 times, AI training efficiency by 11 times, and reasoning efficiency by 6 times.
At the application level, the "Tongyi" large model has penetrated into e-commerce, design, medical, legal, financial and other industries, serving more than 200 scenarios. *** said that Alibaba's "Tongyi" large model has been widely used in e-commerce, design, medical and other fields, helping it reduce costs and increase efficiency. It is recommended to pay attention to companies related to the Alibaba industry chain, especially Alibaba Tongyi large model cooperative manufacturers.
According to Sullivan Consulting statistics, the global AI market is expected to exceed US$600 billion by 2024, with a compound growth rate of 27%. From 2016 to 2019, China's market size increased from 32.96 billion yuan to 137.24 billion yuan, with a compound growth rate of approximately 61%, which is significantly higher than the overall global growth rate. It is expected to continue with a compound annual growth rate of 44% from 2020 to 2024. Increase the volume and exceed 799.3 billion yuan in 2024.
We can see from this news: AI will be a rapidly growing industry in the next N years, and the rapid growth of AI is inseparable from chips. An AI chip stock will be listed tomorrow. There is a high probability that the main force will pull up the stock of Yucong, one of the four AI chip tigers, today. We will kill it today.
Zhang Sheng: I also found a stock that can be speculated on. After it hit the daily limit on March 16, 2023, it retreated and was washed out for 10 days. Last week, it hit the daily limit and started the second wave of market. A small-cap stock with such a full washout , usually it only rises for more than one day, so we will also attack it today. It is Guangen stock.
Yuansheng looked at the K-line and information of Guangen stock and agreed: A small amount can be speculated.
In the morning, Yu opened 1.54% lower than the stock price, and Yuansheng adopted a wait-and-see strategy.
At 9:30, the stock price fluctuated. Yucong’s second order jumped 0.10 yuan higher. Yuansheng and the others immediately started grabbing the stock... In less than a minute, Yucong’s stock turned red, and Yuansheng grabbed it again. After one order, I stopped buying, ending the first battle to expand the territory.
The second battlefield is the battle of Guangen Stock. In the morning, Guangen's stock opened higher by 1.59%. Yuansheng knew that it was at the daily limit last Friday. Many people are speculating on this kind of stock, so after the stock price fluctuates, many people will sell and sell it. When the stock price drops, it is safer to buy at that time.
After the stock price fluctuated, in less than a minute, Guangen's stock turned green and retreated to 18.01 yuan. They bought it at the moment when the price went up. Because it was speculative, I only grabbed one order and then stopped buying it. The transaction price was between 18.05 and 18.10 yuan.
The third battlefield is the home field of Zhiding Stock. In the morning, Zhiding's stock opened higher by 5.94%. After the stock price fluctuated, in less than 1 minute, the stock price rose by 8.5%. At the moment of the tick, Yuan Sheng and others cleared their positions with one click, and they were not willing to fight.
After clearing the position, Zhang Sheng asked: Why did you clear the Zhiding stock so decisively?
Yuansheng: It rose because of the acquisition theme. It rose 10% last Friday. If it cannot hit the daily limit quickly today, it means it is not good enough. We are profitable, so we should clear our positions to protect the fruits of victory. Otherwise, if it falls, If not, we would have been busy in vain. After selling, the victory is locked in.
The fourth battlefield is the battle of Yonghong Stock. In the morning, Yonghong stock opened 3.82% higher, and Yuansheng adopted the usual wait-and-see strategy...
At 9:50, Yonghong stock was 0.01 yuan away from the daily limit. Yuansheng and the others sold 90% of their chips, leaving only 10% to wait and see.
Zhang Sheng: Why sell 90% of the chips and keep 10%?
Yuan Sheng: It is 0.01 yuan away from the daily limit, which means that many people are selling, the selling pressure is very strong, and it will definitely fall back... We sold 90% of the chips while the price was high, and we locked in the victory. Most of the profits were made and the cost was reduced to less than 1 yuan... Because it is a low-priced stock with rich themes, 10% of the chips are left to wait and see. Let’s see how it will perform later?
The fifth battlefield is the battle of Wujiang stocks. In the morning, Wujiang stock opened 2.11% lower...Yuansheng knew that leading stocks have nine lives, so he decided to wait for the main force to pull up before looking for a high point to sell... .
At 9:38, when Wujiang's stock rose 5.02%, Yuan Sheng and Zhang Sheng cleared their positions.
Zhang Sheng: Why clear it? No more waiting? Maybe it will continue to rise in the future?
Yuansheng: Wujiang stock rose because Teacher M returned to China. It has already risen by 4.5 daily limits. This benefit has basically been exhausted. It will be too difficult to rise again. We will stop when the situation is good and lock in the victory. If it really goes up again, let others make some money.
The sixth battlefield is the battle of Yangguang stocks. Yangguang stock opened 0.30% higher in the morning, Yuansheng took a wait-and-see approach...
After 9:36, Yangguang's stock turned green. Zhang Sheng asked: Do we need to cut profits to protect the fruits of victory?
Yuan Sheng: Nowadays, the technological competition between us and the beautiful country is becoming more and more fierce. Therefore, the products of Yanguang Stock can replace imports. In the context of this great era, the main force will most likely speculate on it... Therefore, we should increase our positions on dips.
At 9:37, the moment Yanguang's stock retreated to 76.30 yuan, Yuansheng and the others entered the car and bought, completing the operation of increasing their position.
At 10:24, the market price of Yangguang stock appeared: 87.27 yuan. Yuansheng and the others sold all the chips, leaving only the chips they bought in the morning... They made a price difference of about 9 yuan that day. It would be weird to sell.
The 7th battlefield is the home ground of Yuchuang Stock. In the morning, Yuchuang stock opened 0.32% lower, Yuansheng is waiting...
At 9:31, when Yuchuang's stock dropped to 14.85 yuan, Yuansheng and others rushed to buy it.
At 1:56 pm, the auspicious figure of 16.66 yuan appeared in Yuchuang's stock. Yuansheng sold all of them, leaving only the chips bought this morning. In this way, the cost dropped again...
Zhang Sheng: The biggest rise today is AI stocks... I remember last week on January, you said on the phone to a friend: AI stocks will rise to the point where retail investors will go crazy... .
Yuan Sheng: From today on, AI stocks have entered a key offensive stage... After N years, when the AI market really comes to an end, there will definitely be stocks that have risen 10-20 times. At that time everyone will know who is the best!
........
The closing time came again during the chat, and Yuansheng took stock of the stocks in his hands: (Written at night. 17K Novel Network can add words at any time)
PS: The prototype stock for clearance is: written at night
