Performance of computer industry index this week
This week (5.13-5.17), the computer (Shenwan) sector fell 0.01%, the CSI 300 index rose 0.31%, and the computer sector lost 0.32 percentage points of CSI 300. Compared with other industries of Shenwan, the computer industry ranked 17th in terms of growth.
The top three gainers this week were Anjubao (+40.22%), Xinchen Technology (+38.33%), and Sonxun Shares (+24.73%), while the top three losers were ST Huijin (- 34.67%), ST Xiachuang (- 31.60%), and * ST Longyu (- 22.60%).
Industry trends
Artificial intelligence
On May 14, IT Home reported that OpenAI released its latest flagship AI model GPT-4o in the early morning of this morning. Compared with the previous version, GPT-4o has achieved many upgrades:
The speed is doubled, the price is reduced by 50% (the processing cost of millions of tokens is reduced to $7), and the data volume of millions of tokens can be processed every minute. The model has 128K context memory capability, and the knowledge deadline is October 2023. Microsoft announced that it has provided a preview version of GPT-4o through Azure OpenAI service.
On May 13, IT Home reported that Kai Fu Lee, the founder and CEO of OneThing, today released Yi Large, a 100 billion parameter closed source model. He said that most indicators of Yi Large can be benchmarking or even surpass GPT 4.0. In the latest AlpacaEval 2.0 assessment of Stanford University, the win rate of the global model ranked first and the LC Win Rate of text length error ranked second. At the same time, OneThing upgraded the previously released Yi-34B, Yi-9B/6B small and medium-sized open source model versions to Yi-1.5 series, and each version reached the SOTA (State of the art model, that is, the best model in the current research) in the same size. Li Kaifu also said that the reduction of reasoning cost of the big model will push China's AI big model into the stage of landing as the king, and this year will usher in the "first year of big model application explosion".
The price of the big model of byte beating beanbag was officially released, announcing that the price of the big model has entered the "era of per cent".
Tan Dai, president of Byte Beating Volcano Engine, said: after a year of iteration and market verification, the Doubao model is becoming one of the largest models in China with the largest usage and richest application scenarios. At present, it processes 120 billion Tokens texts every day and generates 30 million pictures. The big model of Doubao, formerly known as "skylark", is one of the first big models to pass the algorithm filing in China. Doubao is a big model application focused on byte beating. At present, Doubao App ranks first in the download volume of AIGC applications in Apple AppStore and major Android application markets. According to Zhu Jun, more than 8 million agents have been created on Doubao, with 26 million monthly active users. The big model of bean curd reflects the "ultimate cost performance" in terms of price: the general model of bean curd pro-32k version has a reasoning input price of 0.0008 yuan/thousand tokens, which is 99.3% lower than the industry price. In the process of the overall landing of the large model to the inflection point, the model effect, the system carrying capacity and the cost performance ratio will be more obvious. The Volcano Ark will be improved in terms of "model effect improvement", "system carrying capacity", "cost reduction" and "rich plug-in ecology".
Industrial software
On May 13, it was reported by the Associated Press of Finance that the Qingdao Municipal People's Government issued the Implementation Plan for Promoting Large scale Equipment Renewal and Consumer Goods Trade in. It was mentioned that enterprises should be promoted to change their intelligence from digital to Internet. Implement the special action of "giving Qingdao industrial endowment", improve the application level of data elements, and create a leading industrial Internet platform system in China. Regularly publish industrial empowerment scenarios, promote the full coverage of digital transformation of industrial enterprises above designated size, and cultivate digital transformation benchmarks. By 2025, there will be more than 10 national 5G factories and 16 national smart factories.
Huawei
On May 13, it was reported that Huawei would hold its summer full scene new product launch on May 15.
It was reported that one of the important highlights of this conference was the major upgrade of Huawei's home storage - based on the new upgrade of HarmonyOS 4.2, Huawei's home storage industry launched the new WeChat application data backup function for the first time. If it is released as scheduled, it will not only show Huawei's profound insight into the current user data storage needs, but also indicate that the home NAS market will usher in a leading change, which is bound to arouse the attention and hot debate of the industry again.
On May 13, it was reported that according to the latest information, Huawei will fully switch to its own platform, HarmonyOS, and abandon Android system in the second half of this year. As mentioned in the report, the next version of HarmonyOS is expected to be released together with Huawei's upcoming Mate 70 flagship series.
It is reported that HarmonyOS Next has expanded to 4000 applications, including Alipay and McDonald's. According to the source, the total number of applications of HarmonyOS Next will increase to 5000 within the year, and Huawei aims to reach 500000 in the short term.
HarmonyOS Next is designed from scratch, and Huawei develops its own operating system. Although this code was originally written for IoT devices, Huawei soon realized that it needed to develop its own operating system to minimize external pressure and restrictions. In fact, Huawei is making its own efforts to let everyone see the third mainstream smartphone operating system and compete with Apple's iOS and Android.
Investment clue
The continuous iteration of domestic and foreign open source big models will promote the development of big models to a high level, and will also promote the popularity of AI applications. The process of AI commercialization is expected to accelerate. AI will be one of the main investment lines this year. AI has a strong demand for computing power, which is good for the computing industry chain. At the same time, the promotion of digital intelligence will promote the development of the information and innovation industry, and can actively focus on leading enterprises in data elements, network security and other industries.
Risk warning
1. The policy implementation is not as expected; 2. Technology development is not as expected; 3. Market competition intensifies.
