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Tu Du Di Song
Chatgpt ChatGPT that "will change the world" has set off a huge wave in the Chinese capital market.However, senior investors have pointed out that China's major innovation in the field of artificial intelligence is not enough. In the future, the support of the country's support and the determination of local science and technology giants can be chased in this wave of technology.In addition, investors, also known as the concept of fiery, have no feeling of starting to start, and have to wait for a while.
"The reality is that Chinese AI (artificial intelligence) enterprises in the past many years have indeed not made any major innovations, and then follow the strategy," investors in a certain level of a market in North China said that the first -level market has also invested in related industries around this technology investment.Chain instead of looking for major original enterprises incubating.
Among China's local Internet giants, after the initial Cyclonus, Baidu's Hong Kong stocks, which are "first -time," have witnessed the sharp decline in the stock price for three consecutive days, and eventually fell below the price before the official announcement.
The above -mentioned investors believe that China ’s focus on the“ hard technology ”that is related to the life of life and death, such as military industry, aerospace fields, etc., and deep learning like ChatGPT technology is currently soft technology. China does not pay much attention to these fields.Investment is really not enough.
Chatgpt developed by Microsoft's OpenAI company is a text -based chat robot that can write prose, poetry and even computer code according to instructions.Microsoft co -founder Bill Gates claims that ChatGPT "will change our world" is comparable to the Internet.
Baidu said on Tuesday that the product similar to Openai's ChatGPT products were named "ERNIE BOT" and will complete the internal test in March; Alibaba said on Wednesday eveningRobotic, current internal testing stage.
Tencent said that there are currently layouts in related directions, and special research is also promoting in an orderly manner.JD Group announced on Friday that it will officially launch the industrial version of ChatGPT and name it "ChatJD".
A North China economist said that the wave of ChatGPT has a limited impact on the entire market and has a greater impact on the industry and companies; but now see who is dead, "Who can come out first, it is hard to say."
The investment and determination of local technology giants is the key **
"Deep learning in the early stage of investment and data is too large. The financial and strength is generally the Internet giants. Whether this wave of China can catch up to see BAT (Baidu, Alibaba, and Tencent) determinedHow big is it? "East China’ s venture capital manager bluntly said.
He pointed out that as for venture capital agencies, domestic investment generally likes to see projects with fast returns. This kind of investment in the future is not very interested.
But some investors are optimistic about the future business applications of ChatGPT.Xia Ning, a partner of Mingshi Capital, said that now ChatGPT is just the start of the new generation of AI technology, that is, technology and business have just begun to intersection.of.
"In the era of digital economy, there are a large amount of text, code, pictures, sounds, videos, and understanding and understanding the needs of life.They are looking forward to AI to play a role in various fields, "Xia Ling said.
The Hang Seng Technology Index has not been effectively boosted by the ChatGPT boom, and the Chinese Internet giants have just eaten under the strict domestic regulation.Under the suppression of negative factors such as geographical tension, the Hang Seng Technology Index fell 4.6%last Friday.
In fact, even in the field of artificial intelligence, Google, an American technology giant, encountered a lot of "fighting".Google's parent company Alphabet continued to plummet last Wednesday and Thursday, and the stock market value evaporated more than $ 10 billion. Before, Google's artificial intelligence chat robot Bard gave inaccurate information in the promotional advertisement, which made people worry about it in this fieldIn the competition, you will lose to the opponent Microsoft.
** Organization and the company inside the insider choose high cash withdrawal **
Compared with the huge enthusiasm of some market participants, smart institutions and inside inside inside people seem to be more calm, and they are sold out of the market at a high stock price.
China Hanwang Technology, which is mainly engaged in the research and development and application of software and hardware products in the field of intelligent interaction, has recently referred to the "Seven Company Rate Daily Daily Board".When responding to regulatory concerns, the company disclosed that the top ten shareholders of Henan, the Huanghe Computer, Tongfang Investment and Giant Capital, have recently reduced their holdings of 2.63 million shares, 3.42 million shares, and 1.23 million shares, respectively.
A senior investor pointed out that the authentic investment target related to ChatGPT is definitely not in China, and some companies' propaganda is similar to playing "wiping balls."
This "embarrassing" state also blocked the pace of betting on some investors.Niu Chunbao, the chairman of Wanji Assets, said, "We wait for this industry to see clearly and follow up, because the development of an industry often has 10-20 years, and it may still be hazy now, and it is still a bit unable to start."Essence
He believes that ChatGPT is a theme investment in the short term. In the long run, it may be a disruptive technology, but the China -Hong Kong stock market has not found a profound investment target for the time being.
Coincidentally, recently it is declared that the plan to launch the ChatGPT technology DEMO version (test version) products as soon as possible, the network security and search engine vendor-three or six0 have also encountered a high-level institutional selling.Data from the Shanghai Stock Exchange last Wednesday showed that the Shanghai Stock Connect sold 140 million yuan when the stock rose.
In addition, HKUST Xunfei, a voice artificial intelligence company, announced that the company's technology and applications in the ChatGPT direction have long-term and profound accumulation; its AI learning machine will become the first product that this technology is landed.However, the Shenzhen Stock Exchange data shows that on the occasion of the daily limit at the end of last month, a number of special seats in many institutions sold together.
The above -mentioned venture capital manager of East China admits that "ChatGPT started to get angry at the end of last year, and the secondary market was seriously lagging behind. The dealer in the secondary market this year finally found the appropriate opportunity to" cut leeks'.At most, the projects are at most to look at the computing power in the industrial chain and some smart voice assistants. "
