The Artificial Intelligence Exhibition is coming. Pay attention to the direction of commercialization. These beneficial targets are frequently investigated.

According to reports, the 2023 Guangzhou International Artificial Intelligence Exhibition will be held in Guangzhou from December 20 to 22. With the theme of "Intelligent Technology, the Future of IoT", this exhibition focuses on global AIoT product innovation, accelerates the development of the intelligent IoT industry, and promotes the intelligent upgrading of the IoT. At the same time, during the exhibition, the focus will be on the analysis of industry market trends and development directions by the heads of well-known artificial intelligence companies.

At present, artificial intelligence-related industries continue to advance and are frequently boosted by favorable policies. According to the recently released "Shanghai Action Plan to Further Promote New Infrastructure Construction (2023-2026)", Shanghai will accelerate the construction of high-performance computing power and high-quality data infrastructure that supports large artificial intelligence models and innovative applications of blockchain. . At the same time, Guangdong Province has also recently issued documents to support Guangzhou and Shenzhen in promoting the construction of the National New Generation Artificial Intelligence Innovation and Development Pilot Zone and the National Artificial Intelligence Innovation Application Pilot Zone

A recent research report from Shanghai Securities pointed out that when tracking the development process of generative AI, priority should be paid to the cost-effectiveness of commercialization, especially whether there are sufficient computing facilities to support its subsequent development. In the process of commercialization, the growth space in the field of computing power facilities will be more obvious in the early stage, and there is a high degree of certainty. In the later period, as software applications mature, priority should be given to low-valuation companies in high-growth space tracks with high certainty of demand, tight upstream and downstream binding, and high industry barriers.

Regarding the targets that can be watched, AI-related stocks were screened. As of the time of publication, a total of more than 140 stocks have been investigated by more than 100 institutions during the year. Among them, Eston and China Science and Technology Chuangda ranked first and second in the number of institutional surveys during the year, with more than 2,000 institutions each. Glodon, Montage Technology, Huadong Medicine, Tomcat, Hikvision, Espressif Technology, Shengda The number of institutional surveys on 8 stocks of Bang Group and Boshi Group exceeded 1,000 during the year. In addition, stocks such as BOE A, Qi Anxin, iFlytek, Green Shenzhen, and Yuncong Technology also received focus from institutions.

Please note: As of now, the following artificial intelligence concept stocks have attracted institutional attention this year (according to survey data)

Rewritten content: Source: Financial Associated Press

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