Driven by the explosion of ChatGPT, the concept of AIGC continues to heat up, and A-share related listed companies respond positively

On February 1, the concept of ChatGPT rose again. According to data from Oriental Fortune Choice, as of the close of the day, the ChatGPT concept rose by 7.01%.

Image source: Oriental Fortune Choice

Among the constituent stocks, Chuling Information (300250.SZ), Hanwang Technology (002362.SZ) had a daily limit, Haitian Ruisheng (688787.SH), Dimensity Technology (300245.SZ), Tuoersi (300229.SZ), Tianji Yuandike (300047.SZ) rose more than 9%, and Yuncong Technology (688327.SH), Shenzhou Taiyue (300002.SZ) and others rose more than 8%.

Regarding the recent rise of ChatGPT concept stocks, people in the industry generally believe that during the Spring Festival of the Year of the Rabbit in China, the attention of ChatGPT has further increased, and the recent technology giants are rushing to deploy smart chatbots, which jointly gave birth to the sector market.

The concept of ChatGPT exploded

After its launch in November 2022, ChatGPT quickly became a hot spot in the industry and the capital market.

ChatGPT is a chat robot model released by OpenAI in November 2022, and it is an AI dialogue interaction tool. After registration was opened on November 30, 2022, the number of ChatGPT users exceeded 1 million within 5 days, and then the daily peak number of requests climbed to 100 million.

“ChatGPT has improved significantly compared with the previous generation of products, and the dialogue mode has a better interactive experience.” Kaiyuan Securities pointed out that, first of all, from a technical perspective, the GPT model is based on Transformer, and the general text is obtained through pre-training. model capabilities, real data, and learning algorithms. Secondly, compared with search engines such as Google, ChatGPT’s dialogue mode is more attractive to users, but it does not yet have the ability to replace search engines. In addition, from the perspective of business model, ChatGPT currently adopts a free model.

Internet giants have “moved upon hearing the news”. Not only has Microsoft announced an additional investment of billions of dollars in OpenAI, and Google has used its LaMDA technology to test products similar to ChatGPT, there is also news in China that Baidu plans to launch an AI chatbot service similar to ChatGPT in March.

In terms of the capital market, China Merchants Securities analyzed that the recent A-share market trading hotspots mainly revolve around artificial intelligence platforms, natural language processing (NLP), and AIGC (artificial intelligence self-generated content) three artificial intelligence industry chain segments: artificial intelligence platform connection Starting from the “elements” and “links” of various industries of B-end enterprises, natural language processing is the core of artificial intelligence to embody “intelligence”, and AIGC is expected to help enterprises improve the efficiency of content production.

Looking at the long-term perspective, among the concept stocks in the field of artificial intelligence platforms, Geling Shentong (688207.SH) has risen by 62.61% since the beginning of 2023, and Hikvision (002415.SZ) has risen by 4.53% this year.

Among the natural language processing concept stocks, TRS has risen by 55.20% since the beginning of 2023, while Hanwang Technology and HKUST Xunfei (002230.SZ) have risen by 43.46% and 30.95% respectively during the year.

Among the AIGC concept stocks, Chinese Online (300364.SZ) has risen by 8.06% since the beginning of 2023, and Visual China (000681.SZ) has also risen by 30.08% during the year.

A listed company claims to upgrade its business in light of market dynamics

On February 1, as an investor, The Paper contacted a number of listed companies such as Hanvon Technology, Vision China (000681.SZ), Saiwei Intelligent (300044.SZ), and asked whether the company had accumulated or invested in ChatGPT-related technologies. layout.

A person from Hanvon Technology said that the company has a certain accumulation in the field of NLP (Natural Language Processing), and has some applications in judicial, humanities, and finance. “Cognitive intelligence, including NLP semantic understanding, is a research and development direction that the company attaches great importance to. We are also upgrading our business in light of market dynamics. The stock price fluctuations in the secondary market are affected by various factors. The company will make business and technology It is solid and returns the attention of the market and investors.”

Hanvon Technology is an innovative technology company in the field of artificial intelligence. It has a variety of underlying core technologies in multi-pattern recognition, intelligent human-computer interaction, and natural language understanding (NLP). Hanvon Technology once mentioned on the investor interaction platform that ChatGPT is a language model for human-computer dialogue and is one of the most cutting-edge research results in the field of NLP.

People from Visual China told reporters that the company’s Yuan Vision platform has issued AI-generated digital artworks. Regarding whether this business is profitable and how big the market for AI-generated digital art is, the other party said: “These businesses are relatively new, and it depends on the specifics. There is income, but very little.”

It is reported that Visual China once issued an announcement in November 2022 stating that the A-share market has a high degree of attention to AIGC-related concepts, and the company’s business related to AI-generated content relies on the company’s existing massive data and business application scenarios, as well as AI technology. Relevant accumulation, through big data analysis and learning, is completed by photographers, designers and AI in the company’s community. The company’s related business is still in its initial stage, and it is expected that it will not have a major impact on the company’s financial situation in the short term.

Artificial intelligence product and solution provider Saiwei Intelligent has achieved three-linked boards. A person from the company told The Paper that the company belongs to the artificial intelligence sector, but has no relevant layout for ChatGPT. “Some institutions may have listed the company as a ChatGPT concept stock, and we are not aware of this.”

Relevant listed companies also responded to questions related to ChatGPT on the investor interaction platform.

On February 1, Yakang shares (301085.SZ) stated on the interactive platform that AIGC technology is artificial intelligence content automatic generation technology. In order to improve the operation and maintenance efficiency of computing infrastructure services and meet customer needs, the company’s R&D and technology It has reserved the corresponding talents and technologies of AIGC.

The advertising media company Sanrenhang (605168.SH) stated on the interactive platform on January 31 that ChatGPT has broad application and imagination space in the field of digital marketing. The company continues to accumulate experience in the application of AIGC technology. AIGC tools can not only respond to various needs put forward by customers, but also provide a large number of creative ideas reference, design inspiration and multi-dimensional improvement suggestions for advertising creative works such as copywriting, print, video, etc., simplify the content creation process through automation, and save costs While improving the efficiency and effectiveness of content marketing.

Artificial intelligence industry chain is expected to benefit

ChatGPT concept stocks continue to rise, can the market continue in the future?

Founder Securities believes that the launch of ChatGPT has played a strong demonstration effect on the development of my country’s AI technology and industry, indicating the rapid development of the current international cutting-edge AI technology, and the commercialization of AI is becoming clearer.

“ChatGPT will greatly enhance the promotion and application of AI technology, further expand the influence of AI, and help the AI ​​industry to grow at a higher speed.” Huaxi Securities is also optimistic about the development of my country’s AI industry.

Looking forward to the future, Kaiyuan Securities said that with the entry of giants such as Microsoft and the iterative development of technology, ChatGPT, combined with technologies such as search and knowledge graphs, is expected to further broaden AI application scenarios and accelerate AI business implementation. Domestically, the policy environment continues to be optimized, and the demand for scenarios such as virtual humans and human-computer interaction is strong, which is expected to promote the accelerated implementation of AI technology in finance, government, and medical fields.

“The AI ​​industry is accelerating its transformation from cutting-edge technology exploration to commercialization, and the industry’s prosperity is improving, which is good for AIGC concept stocks.” Zheshang Securities believes that it can pay attention to Tencent Holdings (00700.HK), Baidu Group (09888.HK), Vision China, Chinese Online, Wanxing Technology (300624.SZ), Haitian AAC, Torsi, SenseTime (00020.HK), HKUST Xunfei.

Focusing on the three elements of computing power, algorithms, and data AI industry, Tianfeng Securities recommends HKUST Xunfei, Haitian Ruisheng (688787.SH), Jingjiawei (300474.SZ), and recommends paying attention to Torsi, Gelingshentong, Cloud Cong Technology, Cambrian (688256.SH), Guangyun Technology (688365.SH), ArcSoft Technology (688088.SH), Danghong Technology (688039.SH).