Before the opening of AI track ｜ AI concept continued to decline, the release of GPT-4o further enhanced the influence of AI to C, and the game ETF(159869) attracted gold against the trend.
On May 15th, A-shares fluctuated lower, and the volume continued to shrink. Real estate stocks stood out. At the close, the Shanghai Composite Index closed down by 0.82%, the Shenzhen Composite Index fell by 0.88%, the Growth Enterprise Market Index fell by 0.9%, the AI concept sector fell collectively, and the AI industry chain: artificial intelligence AIETF(515070) fell by 1.07%. AI basic layer: Cloud computing 50ETF(516630) fell by 1.08%, and data ETF(516000) fell by 1.15%; AI application layer: The game ETF(159869) fell by 1.61%, and it continued to receive fund attention in the past three trading days, with a net inflow of over 160 million.
This week, the large-scale model upgrade products were released one after another, which attracted market attention. On Tuesday morning, openAI held a spring conference to launch the new flagship model "GPT-4o", and then Google launched a counterattack at the I/O2024 developer conference, releasing an upgraded version of Gemini 1.5 Pro and Project Astra, which was the benchmark with GPT-4o, and achieved a breakthrough in human-computer interaction.
With the continuous iterative updating of various artificial intelligence models since 2023, the intelligence level of mainstream artificial intelligence models has been continuously improved. Galaxy Securities pointed out that the release of GPT-4o marks a breakthrough in the convenience and ease of use of the artificial intelligence model. Considering that GPT-4o is open to users for free, the rapid growth of the number of users is highly certain, and the influence of artificial intelligence on C-side is expected to increase, which is optimistic about the development prospects of related vertical applications.
A new wave of AI is coming, and multiple tracks are expected to be catalyzed:
1) artificial intelligence AIETF(515070): the multi-modal big model broke out and the AI king returned.
2) Cloud computing 50 ETF (516630): AI rises, computing power comes first, and domestic computing power carries the banner!
3) Data ETF(516000): The big model is soaring, and the data elements help the new pattern of AI.
4) Robot (300024) ETF (562500): AI empowers, and the wave of embodied intelligence strikes.
5) Game ETF(159869): Games hand in hand with AI, welcoming the change of industry productivity.
6) Hang Seng Technology Index ETF(513180): the technological leader of Hong Kong stocks, helping AI model iteration.
national business daily