abstract:

recently, large models and AI applications at home and abroad continue to iterate, AI applications are more focused on efficiency improvement, AI applications and multi-modal large models are expected to usher in intensive catalysis. Maintain a "recommended" rating for the computer industry.

on April 3, 2024, tongyi spirit code was officially launched on tongyi qianwen APP, which is open to the whole people free of charge and can support users to write codes, read codes and learn programming skills on mobile phones. Tongyi Lingcode is an AI programming tool. It is proficient in more than 200 programming languages such as Java, Python, Go, JavaScript, TypeScript, C/C ++, C#, etc. It can help programmers improve their development efficiency by more than 10%. In addition, the spiritual code is also used by Ali. We believe that the current AI application mainly focuses on efficiency improvement, in programming, content production and other areas with strong landing certainty.

on April 1, 2024, Kunlun wanwei announced that it would officially release the Tiangong university model 3.0 on April 17. According to Kunlun Wanwei, Tiangong 3.0 uses a 0.4 billion-level parameter MoE hybrid expert model and will simultaneously select open source. In addition, Kunlun Wanwei announced that Tiangong 3.0 AI music generation model SkyMusic to open an invitation test for the society on April 2. The model adopts the self-developed Sora framework. We believe that the complementarity and synergy between the base large model and the vertical large model will be further strengthened as AI applications continue to land.

recommends continued attention to the domestic AI industry chain, including domestic AI computing bases, domestic large models and related AI applications. Individual stocks suggested to pay attention to individual stocks suggested to pay attention to wave information (000977.SZ), Shenzhou Digital (000034.SZ), Zhongke Shuguang (603019.SH), Haiguang Information (688041.SH), HKUST Xunfei (002230.SZ), Wanxing Technology (300624.SZ), Tolz (300229.SZ), Kunlun Wanwei (300418.SZ).

risk hint: the construction of domestic computing power is not as expected; Error risk of quoted data; AI application landing speed is not as fast as expected; The iteration speed of domestic large models is not as fast as expected. Focus on the company's performance is not as expected; The introduction of policy standards is not as fast as expected. The risk level of GEM and CRE board stocks is R4, which is only for customers who meet the company's suitability management requirements.