This week's NVIDIA GTC conference opened with a stunning opening, attracting enthusiastic attention from investors. Today, AI concept stocks in Hong Kong stocks also showed collective activity and rose. As of press release, Kingsoft Software (03888. HK) and Chizicheng Technology (09911. HK) both rose by over 4%, Meitu Company (01357. HK) rose by nearly 3%, Wanguo Data-SW (09698. HK) rose by nearly 3%, and concept stocks such as Shangtang-W (00020. HK) and Ubisoft (09880. HK) followed suit.
On the news side, Nvidia launched a more powerful Blackwell architecture B200 chip and its computing power cluster at the GTC conference held this week. And announced new collaborations with Chinese companies such as BYD and Lenovo Group in areas such as hardware support and platform development, significantly catalyzing the market trend of AI concept stocks.
According to a report released on March 19th by Shen Dai and Huang Jiaqi, technology analysts at Puyin International, Nvidia's chips are being applied in multiple fields such as climate, healthcare, autonomous driving, robotics, industrial engineering, and software, leveraging AI computing and large model capabilities.
Industry insiders have stated that the potential for the Chinese artificial intelligence application market is enormous, and Nvidia has been more proactive in opening up the Chinese market, which has played a significant role in promoting the construction of the global artificial intelligence industry chain and supply chain.
In addition, on March 18th, the dark side of the domestic AI unicorn Moon announced that its AI assistant product Kimi has supported lossless context input of 2 million words, causing short-term funds to continue to pursue listed companies related to AI concepts, and increasing market popularity.
According to a report by analysts Fang Guangzhao and Tian Peng from Open Source Securities on March 19th, with the continuous iteration of AI products such as Kimi, the commercialization of AI applications may accelerate. Especially in industries such as advertising, movies, and games, the continuous breakthrough of AI multimodal models at home and abroad may significantly reduce costs, enhance effects, and expand commercial space.
It is worth noting that Zhou Xinyu, co-founder of the Dark Side of the Moon, also stated that the company had already conducted multimodal research and development before the release of Sora, and is currently progressing at a regular pace. It is expected that related products will be released this year, which has also stimulated market expectations for the domestic AI industry.
Puyin International also pointed out that the demand for AI in various industries, whether it is hardware or software, application or tool, is still in the early stages of exploration, and the demand from the B-end is still significantly landing and growing.