Hong Kong Stock Concept Tracking | Tencent Launches AI Search ima Institutions Optimistic About Technology Industry Focusing on AI (Including Concept Stocks)

Tencent announced that the company recently launched an AI smart workstation, ima.copilot.

According to reports, this is an AI tool that integrates information search, long text processing, and text editing. Firstly, the answers obtained from ima's search not only include sources from the entire internet but also connect to the ecosystem of WeChat public account articles. The high-quality knowledge within the entire public account can be utilized by users, providing good answers and high-quality information related to questions, effectively improving information retrieval efficiency.

In addition to being able to search for answers, ima also allows users to ask questions while viewing, and search while taking notes, making it easy for users to understand knowledge points.

Not only online materials, but also hundreds of pages of local literature and hundreds of thousands of words of industry experience can be summarized by simply dragging the files into ima's dialogue box, extracting key points, and generating mind maps.

Moreover, ima is also a very useful editing tool. The answers found and the interpreted materials can be easily selected by users to generate notes and edit them directly.

The Ministry of Industry and Information Technology disclosed that nearly 200 generative artificial intelligence service large models have been registered and launched to provide services to the public in China.

Industry insiders stated that in the future, with the accelerated development of large model technology, the speed of application by technology companies, and increased government support, the development of China's large model industry will enter the fast lane. From a technical perspective, AI large models are developing towards multi-modal, specialization, generalization, and collaboration between large and small models.

According to Zhitong Finance APP, CITIC Securities released a research report stating that looking ahead to 2025, the main investment line in the technology industry will continue to revolve around AI.

With the continuous improvement of large model capabilities in multi-modal, logical reasoning, and other aspects, AI is expected to deeply integrate with the digital transformation of various industries, continuously driving investment in the technology industry from computing power infrastructure to terminal application implementation, and recommending investment opportunities in three directions: AI computing power, applications and data, and AI terminals.

As the macroeconomic environment warms and industrial policies gradually take effect, it is also recommended to pay attention to investment opportunities in segmented technology sectors such as the internet, Android consumer electronics, automotive industry chain, semiconductors, and telecommunications operators against the backdrop of demand recovery.

Hong Kong stocks related to AI large models:

Tencent Holdings (00700): Tencent's Hunyuan Large Model leads comprehensively in multi-disciplinary evaluation sets such as CMMLU, MMLU, CEval, MATH, and in nine dimensions including Chinese and English NLP tasks, code, and mathematics, surpassing top open-source large models like Llama3.1 and Mixtral. Tencent's large model demonstrates strong capabilities in the field of artificial intelligence through its advanced technological innovations and extensive application scenarios.

Alibaba-W (09988): Alibaba Cloud's Tongyi large model team has released and open-sourced the entire series of Tongyi Qianwen code models, totaling six Qwen2.5-Coder models. Among them, the flagship code model with a size of 32B surpasses the closed-source model GPT-4o in several key capabilities such as code generation.

Baidu Group-SW (09888): Baidu's large model, especially the Wenxin large model, has seen an average daily call volume exceeding 1.5 billion times since its launch, demonstrating its enormous potential and practical value in AI applications. Baidu Intelligent Cloud's Qianfan large model platform has helped users fine-tune 33,000 large models and develop 770,000 enterprise-level applications Baidu's large model not only innovates technologically but also demonstrates its value in practical business through rich application scenarios such as intelligent customer service, content creation, and data analysis.

SenseTime-W (00020): SenseTime's "Daily New SenseNova 5.0" large model has reached or surpassed GPT-4 Turbo in mainstream objective evaluation metrics, becoming the industry's first product to achieve a full-stack layout in cloud and edge computing. SenseTime AI can create virtual laboratories, providing students with an immersive learning experience and enhancing classroom interaction and teaching quality through computer vision technology. The application of SenseTime AI in online education platforms offers students a personalized learning experience through computer vision and deep learning technologies