April 3, 2023 is week 1, the beginning of a new week, Yuansheng came to the big room early in the morning, Zhang Sheng said excitedly: Another good thing, what do you think?

Yuansheng: When you say good, do you mean the good things about Ali's AI?

Zhang Sheng: Yes, what do you think?

Yuansheng: AI is a big topic, and it is the consensus of most people that it can be fried for 3-5 years. You see, first Baidu launched Wenxin Yiyan, which caused a wave of speculation in the stock market, and then Huawei launched "Pangu", which made the stock market speculate again. Ali has another good ------

The China Academy of Information and Communications Technology (CAICT) has recently launched the construction of large-scale model technology and application benchmarks, and has joined hands with mainstream innovation entities in the industry to jointly build a set of benchmarks and assessment tools covering multiple task domains and multiple evaluation dimensions

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geModel promotes the leading innovation of China's large-scale model technology and application.

Tianyancha shows that recently, Alibaba DAMO Academy (Hangzhou) Technology Co., Ltd. applied for the registration of a number of "Tongyi Vientiane", "Tongyi Xiaoyu", "Tongyi Boyan", "Tongyi Xiaowen" and "Tongyi Wanxiang" trademarks, the international classification involves advertising sales, scientific instruments, website services, etc., and the current trademark status is under application.

In September 2022, Ali Damo Academy released the "Tongyi" large model series. CITIC Securities *** et al. said in a research report released on March 23 that from a longitudinal point of view, Tongyi-M6 has gradually developed from a 300 million parameter basic model in June 2020 to the world's largest pre-trained model with 10 trillion parameters in October 2021 and then to the industry's first general unified large model M6-OFA in January 2022.

Ali Damo Academy has released several versions of the large model, and in March, Ali launched the "Text-to-Video Generation Diffusion Model" on "Magic Ride" to realize the video generation function. The model is composed of three sub-networks: text feature extraction, text feature to video hidden space diffusion model, and video hidden space to video visual space, with about 1.7 billion overall model parameters, and the diffusion structure adopts a typical U-Net network architecture, and the function of video generation is realized through the reverse diffusion process.

In terms of large-scale 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 powerful intelligent computing services for scientific research, public services, and enterprises, which can increase the utilization rate of computing resources by more than 3 times, AI training efficiency by 11 times, and inference efficiency by 6 times.

At the application level, the "Tongyi" model has penetrated into e-commerce, design, medical, legal, financial and other industries, serving more than 200 scenarios. said that at present, Alibaba's "Tongyi" model has been widely used in e-commerce, design, medical and other fields to help it reduce costs and increase efficiency. It is recommended to pay attention to companies related to the Ali industry chain, especially the cooperative manufacturers of Ali Tongyi large model.

According to Sullivan Consulting, the global AI market is expected to exceed $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 about 61%, significantly higher than the overall global growth rate, and is expected to continue to increase at a compound annual growth rate of 44% from 2020 to 2024, and exceed 799.3 billion yuan in 2024.

From this news, we can see that in the next N years, AI will be a fast-growing industry, and the rapid growth of AI will be inseparable from chips. Tomorrow to list an AI chip stock, the main force will most likely pull up one of the four tigers of AI chips today Yu Cong stock, we will kill it today.

Zhang Sheng: I also found a stock that can be speculated, it was corrected and washed for 10 days after the price limit on March 16, 2023, and the second wave of the market was launched last week. It is Guangen stock.

Yuansheng looked at the K-line and information of Guangen stock, and agreed: You can speculate a small amount.

In the morning, the rain opened 1.54% lower from the stock, and Yuansheng adopted a wait-and-see strategy.

At 9:30, the stock price fluctuated, and the rain jumped 0.10 yuan from the second single stock, and they directly opened the stock ......... In less than a minute, the rain turned red from the stock, and Yuansheng stopped buying after grabbing another order, ending the first battle of expanding the territory.

The second battlefield is the battle of Gwangun stock. In the morning, Guangen stock opened 1.59% higher, Yuansheng knew that it was up and down last week 5, this kind of speculative stocks, many people are playing a Y feeling, so, after the stock price fluctuates, there will be many people to sell, the stock price is lower, and then buy at that time, it is safer.

After the stock price fluctuated, in less than a minute, after the stock turned green, it retreated to 18.01 yuan and the moment the hook went up, they bought it. Because it was speculative, I only grabbed an order and stopped buying, and the transaction price was between 18.05 and 18.10 yuan.

The third battlefield is the home of Zhiding stocks. In the morning, Zhiding stock opened 5.94% higher, and after the stock price fluctuated, in less than 1 minute, the stock price rose 8.5% up and down the moment.

After the clearance, Zhang Sheng asked: Why was the position of Zhiding stock so decisively cleared?

Yuansheng: It rose because of the acquisition theme, last week 5 rose by 10%, today can not quickly rise and fall, it means that it is not good enough, we are profitable, we should clear the position to defend the fruits of victory, otherwise, if it falls, we will be busy in vain. After selling, it is the winning game that is sealed.

The 4th battlefield is the battle of Yonghong Stock. In the morning, Yonghong stock opened 3.82% higher, and Yuansheng adopted the usual wait-and-see tactics.......

At 9:50, the difference between Yonghong stocks was 0.01 yuan, and they sold 90% of their chips, leaving only 10% of their chips to wait and see.

Mr. Zhang: Why sell 90% of the chips and keep 10%?

Yuansheng: It is 0.01 yuan short of the price limit, which shows that many people are selling, and the selling pressure is very large, and it will definitely fall....... We sold 90% of the chips at a high price, and we locked in the win, and also locked in most of the profits, reducing the cost to less than 1 yuan........ Because it is a penny stock with a rich theme, it leaves 10% of the chips on the sidelines. Let's see how it plays out later?

The 5th battlefield was the battle of Wujiang stocks. In the morning, Wujiang stocks opened 2.11% lower....... Yuansheng knew that the leading stocks had 9 lives, so he decided to wait for the main force to pull up, and then look for a high point to sell........

At 9:38, the moment Wujiang stock rose 5.02% up and down, Yuansheng and Zhang Sheng cleared it.

Mr. Zhang: Why did you clear it? Don't wait? Maybe it will continue to rise in the future?

Yuansheng: Wujiang stock rose because of Mr. M's return to China, and it has risen by 4.5 up-limits. If it does rise again, let someone else earn a while.

The 6th battlefield is the battle of Yoko stock. Yangguang stock opened 0.30% higher in the morning, and Yuansheng took a wait-and-see ........

After 9:36, Yangguang's stock turned green, and Zhang Sheng asked: Do you want to take profit to protect the fruits of victory?

Yuansheng: Now that we are competing more and more fiercely with the science and technology of the beautiful country, the products of Yangguang stock can replace imports, and in the context of this great era, the main force is likely to speculate on it...... Therefore, we should increase our position on dips.

At 9:37, the moment the Yangguang stock retreated to 76.30 yuan, Yuansheng entered the car and bought it, completing the operation of adding positions.

At 10:24, Yangguang stock appeared in the handicap language: 87.27 yuan, Yuansheng they sold all the chips, only the chips bought in the morning........... Earn a difference of 9 yuan on the same day, and it's strange if you don't sell it.

The home of the 7th battlefield Yuchuang stock. In the morning, Yuchuang stock opened 0.32% lower, and Yuansheng was waiting......

At 9:31, the moment Yuchuang's stock retreated to 14.85 yuan, they snapped up it.

At 1:56 p.m., Yuchuang stock appeared at an auspicious figure of 16.66 yuan, and Yuansheng sold all of them, leaving only the chips bought this morning, so that the cost dropped again.......

Zhang Sheng: The most fierce rise today is still AI stocks...... I remember last week on the 1st, you were on the phone with a friend and said: AI stocks will go crazy to the point where retail investors go crazy..........

Yuansheng: From today, AI stocks have entered a key offensive stage.......... After N years, after the AI market really ends, there will definitely be stocks that have risen by 10-20 times. At that time, everyone knew who was the best!

........

In the chat, the closing moment was ushered in again, and Yuansheng took stock of the stocks in his hand: (written in the evening.) 17K novel network can add words at any time)

PS: The prototype stock for the clearance is: written at night