Can ＂Artificial Intelligence+＂Action Realize ＂Instant Universe＂？ – 西安耍耍网论坛|西安桑拿论坛|西安夜生活网论坛|西安品茶网

The overall top-level design of "Artificial Intelligence+Action" is expected to reproduce the mobile Internet brought by "internet plus" and lead the second wave of industrial upgrading in China. China’s artificial intelligence industry chain has a good supply and demand foundation, and it is expected to benefit from the landing policy blessing under the guidance of top-level design in the future. Sora, Diffusion, Claude3 and other large overseas models continue to iteratively upgrade, reduce costs and increase efficiency, which is expected to accelerate commercialization and improve user experience. Wensheng 3D may become another important AI model modal iteration direction after Wensheng video, which will empower the construction of the future meta-universe.

In terms of tool selection, the Kechuang 100 Index tracked by Kechuang 100ETF(588190) lays out small and medium-sized stocks in science and technology innovation board, and the growth style of small-cap technology is distinct, and the industry distribution is relatively scattered, which has a strong ability to characterize the performance of the overall company in science and technology innovation board. Under the background of "artificial intelligence+"action blessing the technological innovation track and the technical rebound of the market, the highly elastic and sharp Science and Technology Innovation 100 Index is expected to become a "sharp spear" in the offensive bullish market!

First, the policy: the "artificial intelligence+"action was written into the important work report.

On March 5th, an important domestic work report proposed "to formulate policies to support the high-quality development of the digital economy, actively promote digital industrialization and industrial digitalization, and promote the deep integration of digital technology and the real economy. Deepen the research and development applications of big data and artificial intelligence, carry out artificial intelligence+actions, and build an internationally competitive digital industrial cluster. "

It is gradually discovered that "new quality productivity" has become the first industrial policy of this important meeting. The meeting stressed the need to vigorously promote the construction of a modern industrial system and accelerate the development of new quality productive forces; Promote industrial innovation with scientific and technological innovation and accelerate the new industrialization; Promote the high-end, intelligent and green transformation of traditional industries; Deepening the innovation and development of digital economy and many other goals related to the development of science and technology industry.

2024 may be an important year for the breakthrough of artificial intelligence and the development of digital economy in China. Among them, the industrial chains related to digital economy and artificial intelligence, such as optical module industrial chain, intelligent computing center industrial chain, computing power leasing and industrial Internet of Things industrial chain, are expected to continue to benefit. Under the background of the rapid development of artificial intelligence, the "artificial intelligence+"action is expected to be carried out gradually from infrastructure construction to industrial chain in 2024.Autonomous and ControllableAnd then to the steady advancement of industrial applications.

The "artificial intelligence+"action is expected to stimulate the development of the entire industrial chain of computing power, and the localization process is expected to accelerate.

(1) Upstream computing power: With the foundation of the "14th Five-Year Plan" digital economy development plan, the "East Counting and West Computing" project was launched.Autonomous and ControllableWith the guidance of macro-strategic direction and the country’s emphasis on the development of intelligent computing center and AI, the scale, popularization and localization of computing industry chain will become the main development direction in the future, and the industry scale is expected to maintain a high-speed improvement trend. According to estimates, the scale of intelligent computing power in China will reach 260EFLOPS(10 trillion floating-point operations) in 2022, and it is expected to reach 1117EFLOPS in 2027, with a compound annual growth rate of 33.9%. An operator in China is building the largest intelligent computing center in Asia and plans to put it into operation in 2024.

Looking back at the achievements of equipment manufacturers and optical module manufacturers at the Mobile World Congress, it is still a constant trend that the product application scenarios are diversified and the bandwidth is high. In the future, with the increasing demand for computing power in the image and video reasoning model, the computing power infrastructure is expected to continue to gain incremental space.

Figure: The scale and forecast of intelligent computing power in China.

(Source: Huatai Securities)

(2) Mid-stream large model: With the increasing parameter scale of AI large model, the performance of large model continues to improve. In the past six years, the parameters of AI large model have increased from 65 million in the initial Transformer to 1.8 trillion in GPT4, an increase of more than 20,000 times. The follow-up layout of domestic enterprises has also been continuously promoted. Since the first batch of large models passed the filing in August 2023, the fourth batch of large models has passed the filing in February 2024, from the initial general-purpose large model of 100 billion to the large model below 10 billion in the vertical field, and the commercialization has accelerated.

Figure: The parameter scale of AI large model continues to increase rapidly.

(Source: Huatai Securities)

(3) Downstream application. AI permeates thousands of industries. The penetration rate of AI applications in all walks of life in China is deepening, especially in the fields of finance, telecommunications, manufacturing and medical care. Enterprises have entered AI one after another to enhance the user experience through new technologies.

Figure: Application penetration and percentage increase of artificial intelligence industry in China

(Source: orient securities)

As a whole, the supply and demand sides of China’s AI industry chain have a good foundation. The introduction of "Artificial Intelligence+"action top-level design is expected to further promote the growth slope of technological innovation enterprises related to the industry chain, and Kechuang 100ETF(588190) can effectively lay out technological innovation enterprises with one click.

Second, the industry: Claude3 performance breakthrough again

Artificial intelligence big model technology has broken through again! On March 4th, American AI model manufacturers released a new generation of Claude3 series models, in which the flagship version has the knowledge equivalent to that of American undergraduate and graduate students. It has surpassed GPT-4 and previous Gemini1.0 in understanding complex tasks.

Advantage 1: Optimize real-time interaction. Claude3 series models have greatly improved the functions of real-time chat, automatic completion and data extraction, and can process research papers (including 10,000 processing units) containing charts and dense information within 3 seconds.

Advantage 2: Excellent visual ability. This series of models can process data in various visual formats, including photos, charts, graphs and technical charts. The company believes that this technology is expected to empower enterprise users to process various data materials such as PDF and flow charts in the enterprise knowledge base.

Advantage 3: Lower pricing. Claude3′ s Haiku, Sonnet and Opus models charge $ 0.25/3/15 per million input units and $ 1.25/15/75 per million output units respectively. Compared with the previous charge of GPT4Turbo (10/30 USD per 1 million input/output units), it is more affordable.

Figure: Claude3 series model price and intelligence

(Source: Guojin Securities)

The performance of the overall Claude3 model has been significantly improved, and the previous Sora model and StableDiffusion3 have been superimposed, and the overseas model has achieved cost reduction and efficiency improvement after technical iteration. With the rapid penetration of technology optimization superimposed on practical application scenarios, the industrialization of large-scale model technology is expected to accelerate, bringing a new round of productivity changes, and the current configuration value of Kechuang 100ETF(588190) is highlighted.

Third, the technical side: The next stop of Wensheng video is Wensheng 3D universe?

Multi-mode of large-scale model has always been an important direction of technical iteration, and modes such as Wenshengwen, Wenshengtu and Wenshengvideo have been gradually "unlocked". In the future, the "instant universe" may really be realized through a large model, and the entire 3D universe may be generated through a single instruction. From a close view, the large model is expected to empower 3D modeling technology.

3D modeling refers to the use of software to create three-dimensional objects or shapes, which is widely used in medical, media and entertainment, construction engineering, scientific research and other industries. AI+3D modeling is a process of automatically generating high-quality 3D models by using artificial intelligence technology. Traditional 3D modeling needs users to spend a lot of time and energy on manual creation, while AI+3D modeling needs to train machine learning algorithms to enable computers to automatically learn and generate 3D models, which greatly improves efficiency and accuracy.

AI+3D Empowering Meta-Universe: 3D modeling is a link in the work of future content creators, and it may be as common as articles, pictures and short videos. The future 3D world needs enough 3D assets as its "infrastructure", so AI+3D empowering the new qualitative productivity of Meta-Universe construction is of great significance.

Figure: China’s 3D modeling software market scale and measurement (100 million yuan)

(Source: Zhongtai Securities)

In 2021, the market space of 3D modeling software in China will reach 10.34 billion yuan, and entertainment is the main driving force for the current market growth. In the future, with the empowerment of new concepts such as metauniverse, the market space will continue to expand, and it is expected to exceed 19.57 billion yuan by 2026. AI+3D has a vast application space.

The overall top-level design of "Artificial Intelligence+Action" is expected to reproduce the grand scene of mobile Internet brought by "internet plus" and lead the second wave of industrial upgrading in China. China’s artificial intelligence industry chain has a good supply and demand foundation, and it is expected to benefit from the landing policy blessing under the guidance of top-level design in the future. Sora, Diffusion, Claude3 and other large overseas models continue to iteratively upgrade, reduce costs and increase efficiency, which is expected to accelerate commercialization and improve user experience. Wensheng 3D may become another important AI model modal iteration direction after Wensheng video, which will empower the construction of the future meta-universe.

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