or by the policy side, the AIGC track continues to be active.

on February 22, the state-owned cloud, east and west calculation, AI calculation power and AIGC track were active. As for AIGC concept stocks, the opening share price of China Investment Intelligence (300188) rose sharply to "20cm", while Insai Group (300781) rose more than 10% and Guomai Culture (600640) rose for four consecutive trading days.

after the opening of early trading, cloud computing 50ETF(516630) rose more than 4% at one point, up 3.52 by midday, Yunsai Zhilian (600602), Yi Hualu (300212), Zhongke Shuguang (603019), Yunsai Zhilian (600602), Runze Technology (300442) and other gains were among the top.

Wind AI power index, up 4.62, most of the constituent stocks floating red, copper bull information (300895) rose, yimikang (300249), capital online (300846), Cambrian-U(688256) rose the most.

as of the midday close, the Shanghai Composite Index rose 0.49 per cent to 2965.48 points, the 50 index rose 0.59 per cent to 759.61 points, the Shenzhen Composite Index rose 0.19 per cent to 8992.88 points, and the GEM index fell 0.28 per cent to 3466.67 points.

on the policy side, according to the website of the state-owned assets supervision and administration commission of the state Council, on February 19, the state-owned assets supervision and administration commission of the state Council held a special promotion meeting on artificial intelligence of central enterprises on "AI empowering industry renewal. The meeting believed that accelerating the development of artificial intelligence is an inevitable requirement for state-owned central enterprises to perform their functional missions, seize strategic opportunities, cultivate new quality productivity, and promote high-quality development.

The meeting stressed that central enterprises should put the development of artificial intelligence in the overall work of overall planning, further promote industrial renewal, and speed up the layout and development of intelligent industries. It is necessary to consolidate the foundation of development, concentrate major resources on the most needed and advantageous areas, speed up the construction of a number of intelligent computing centers, further deepen open cooperation, and give better play to the role of cross-central enterprise collaborative innovation platform. Carry out AI + special actions, strengthen demand traction, accelerate the empowerment of key industries, build a number of industrial multi-modal high-quality data sets, and build a large model-enabled industrial ecology from infrastructure, algorithm tools, intelligent platforms to solutions.

In addition, on the news, Nvidia (Nasdaq:NVDA) successfully delivered a satisfactory answer after the U.S. stock market. After the U.S. stock market, Nvidia rose nearly 10%. Some market analysts believe that AI computing power and AIGC track activity may also be related to NVIDIA's better-than-expected performance.

in the fourth quarter of fiscal year 2024, Avida achieved revenue of $22.103 billion, up 265 per cent from a year earlier, well above the expected $20.37 billion; net profit of $12.285 billion, up 769 per cent from a year earlier; and non-US GAAP (non-GAAP) diluted earnings per share of $5.16, up 486 per cent from a year earlier, higher than the expected $5.

Nvidia CEO Huang Renxun said: "Accelerated computing and generative AI have reached the tipping point. Globally, the demand of enterprises, industries and countries is surging."

SDIC Intelligence (Xiamen) Information Co., Ltd. (SDIC Intelligence) is a leading company in the field of electronic data forensics in China. After the opening of the market on the 22nd, the company's stock price rose sharply. SDIC Intelligence said on the investor interaction platform on February 6 that the company is one of the AI industry innovation units recognized by the Science and Technology Department of the Ministry of Industry and Information Technology and will set up an artificial intelligence research and development center in 2017. From the perspective of interactive platform information, the actual controller of SDIC Intelligent Company is the State-owned Assets Supervision and Administration Commission of the State Council. In terms of enterprise digital construction, the company mainly expands through its wholly-owned subsidiary SDIC Cloud Network.

it is worth noting that Sora theme stocks have received attention in recent days. SDIC Intelligence also said on the interactive platform recently that the company's AI-3300 "Eye of Wisdom" video image identification workstation can identify such videos and support the issuance of identification report documents.

on the 21st, surging news reporter called state investment intelligence as an investor. regarding whether the company's team had tried to test the Sora generated video released by OpenAI, the company told surging news reporter: "for this piece of technology, it should be said that as long as it appears in the market, we will follow up and do corresponding tests as soon as possible, with the recognition accuracy rate above 90%."

regarding the order volume of this product, state investment intelligence told surging news reporter that after the relevant technologies and products landed, from the feedback from the client, the demand gradually increased, and the overall performance of the customer was positive, but the technology was relatively new, which took time to show in the order. "there were data on the sales side, but no large-scale income was formed. For short-term outbreaks, we think we should look at them more rationally. There are mainly two types of customer groups for this product, one is judicial organs and administrative law enforcement units, and the other is that we believe that the enterprise side is also a potential customer group."

SDIC Intelligence also replied on the interactive platform on the 21st that the company continues to pay attention to the development of related technologies and will launch related products with multi-modal AI capabilities in due course according to market demand.

Huafu Securities pointed out that central enterprises have the advantages of large demand scale, complete industrial supporting facilities, and many application scenarios. The entry of central enterprises is conducive to accelerating the improvement of the basic foundation for the development of my country's AI industry, promoting the formation of industrial demonstration projects, and providing direction for other enterprises to innovate.