April 2, 2023 is a Sunday, and the stock market is closed on Sunday, while it is a rainy day in the Friends Market, so it is impossible to take children outdoors........... Zhang Sheng took the children to Yuansheng's house early, and the two children played happily together, and Yuansheng and Zhang Sheng chatted about the stock market again..........................

Zhang Sheng: AI concept stocks have been speculated for a while, how will the concept stocks perform in the next stage?

Yuansheng: The first stage of AI concept stocks is that each concept stock rises in turns, which is a bit of a full-scale attack; Now, many concept stocks have risen 2-3.8 times in just 2-3 months, they are a bit of a taste of not moving, these stocks need to pull back (fall), need to be sideways, different stocks, the trend is different.

However, there are some AI concept stocks with very good fundamentals and a large increase in performance in the next 1-2 years, which will stand out and stand out from the crowd. To put it bluntly, the hype of AI concept stocks will change from an all-round offensive and all-round flowering to a stage of key offense and individual stocks going bullish.

Of course, at this stage, new AI concept stocks are constantly emerging......... Because the next 5-10 years will be the era of AI for everything, there will always be new companies (enterprises) to apply AI, because they will be constantly being used by the main force, digging out, and getting hype.........

Zhang Sheng: It makes sense that the hype of AI concept stocks will change from a rush to a precise stock speculation............

Yuansheng went on to say, look at the news: in the AI boom that has swept the world, a potential obstacle that cannot be ignored is the lack of computing power. Computing power is the infrastructure for AI development, and AI training requires multiple rounds of repeated processing of datasets, and the size of computing power represents the strength of data processing capabilities.

According to Ope

AI estimates that since 2012, the amount of computing used in global AI training has increased exponentially, doubling every 3.43 months on average, and the amount of computing has expanded by 300,000 times, far exceeding the growth rate of computing power. As Baidu, 360, Huawei and other companies have entered the AI field, the demand for computing power from domestic manufacturers will usher in a blowout.

Let's take a look at this news again: As of March 27, 2023, Baidu's "Wenxin Yiyan" has received 120,000 applications from companies for testing. We expect that the number of visitors to the domestic "ChatGPT-like" will be relatively large.

On March 29, 2023, at the "2023 Digital Security and Development Summit Forum", 360 demonstrated the application of 360 large language models on 360 browsers. Analysts believe that content generation applications have become the direction of active exploration of AI large models developed by various technology manufacturers, so it is assumed that the number of "ChatGPT-like" AI large models developed and applied in China in the future is 10. The following assumptions were made by the analyst for different scenarios:

The positioning of the domestic "ChatGPT-like" is only for internal use of registered enterprises, so assuming that the number of visits per day is 50 million, and each person talks to ChatGPT 5 times, it is calculated that the demand space for the new AI accelerator card due to AI large model inference is 43,000, and the demand space for the new AI server is 5,425. The positioning of the domestic "ChatGPT-like" is open to individual users, so it is assumed that the number of visits per day is 100 million or 300 million, and each person talks to ChatGPT 5 times, so it is calculated that the demand space for the new AI accelerator card due to AI large model inference is 87,000 or 260,000, and the demand space for the new AI server is 11,000 or 33,000 units. Therefore, under the optimistic assumption, the domestic AI large model may generate computing power equivalent to 11,000 or 38,000 high-end AI servers in the training and inference stage.

Yuansheng continued: From the above news, we can know that on March 27, 2023, Baidu's "Wenxin Yiyan" has received 120,000 enterprises to apply for testing........ After the test, what were the results? Need to improve? How to apply it later? The articles in this are too big, different companies, different situations, will have different stories, and slowly provide too many opportunities for stock market speculation.

Yuansheng continued: From one of the above messages, "content generation applications have become the direction of active exploration by various technology manufacturers in the development of AI large models", we know that AI is just starting, which is equivalent to the first step of the Long March, and in the future, there are still many stories and themes waiting for the main force to discover and hype, so the theme can be fried for 5-15 years, in short, it is more attractive than the new energy theme, and the hype space is larger.

Zhang Sheng: Is there only one AI theme to speculate in the future stock market?

Yuansheng: It's not just AI themes that can be hyped up. A-shares are a market with 212 million people participating, with a daily turnover of around 1 trillion yuan. For example, in the next 1-2 weeks, 10 new shares under the main board registration system will be listed, which is also an opportunity, and the main force will create opportunities in it. In addition, the competition in technology will become more and more 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 become the king of A-shares (No. 1 in market capitalization, No. 1 in stock price) for many years, and in 2023 and 2024, there will be a technology stock that will seize the first place in market value and become the new "first brother" of the stock market!

Zhang Sheng: Moutai has always occupied the first place in the market value and stock price of the stock market, and to put it bluntly, it is a kind of ........ for all stock market participants I believe that in the first step, Moutai will lose the throne of the first place in market capitalization, and this will soon be realized; The second step, Moutai loses the first (high) position in stock price, which may be a little slower, and within 5-10 years, it should be realized.

Yuansheng continued: This morning, the media reported that LD said at the meeting------

Build a house like a car.

First, in terms of design, it is necessary to empower homes with technology like smart cars.

At present, smart cars have been widely used in 5G, the Internet of Things and other new generation of information technology, greatly improving the experience of people's driving and travel, so to build a good house, but also need to use digital means, so that the house has become an important carrier of integrated application of science and technology. For example, the house can automatically adjust ventilation, lighting, lighting, temperature, and humidity according to the needs of the owner, and can also use sensors and other Internet of Things devices to timely warn and prevent fires, gas leaks and other accidents, and can also strengthen the safety and health monitoring and management of the elderly and children living alone, and provide the security level of the community and family.

Second, in terms of construction, we should build a house like a car.

The car is made of thousands of parts from the production line, through scientific design and precision welding assembly, to learn this industrialized production mode, to vigorously develop prefabricated buildings, so that the house can be standardized design, factory production, assembly construction, integrated decoration, which is not only conducive to the renewal and transformation of the old house, convenient maintenance, replacement of components, but also conducive to reducing construction waste, construction dust and other traditional ways to bring about environmental pollution, improve labor productivity and quality and safety level. At the same time, we should also 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, the role of technology will become more and more important, and technology stocks will always have a place in the stock market and are one of the eternal hot spots (to put it bluntly, AI concept stocks are also a branch of technology stocks).

In the chat, time flies, and it's time to eat again..........