Cailian, May 20 (Editor Feng Yi) Hong Kong stock AI concept stocks collectively strengthened today. as of press timeplayfreeultimatevideopoker, Shangtang-W (00020playfreeultimatevideopoker.HK) rose nearly 13%, innovative and intelligent (02121playfreeultimatevideopoker.HK) rose more than 12%, IWC Data-SW (09698.HK) rose more than 4%, and Kingsoft Software (03888.HK) and Fourth Paradigm (06682.HK) followed suit.
On the news front, after OpenAI and Google released the latest results on AI last week. This week, Microsoft will also hold its annual developer conference to boost the short-term popularity of the AI concept.
According to reports, Microsoft is expected to showcase its latest artificial intelligence projects, announce the latest developments in the software and hardware ecosystem, or involve products such as consumer-facing AI PCs, new Windows systems, and more powerful Copilots.
In addition, AI chip giant Nvidia will announce first-quarter results this week. Many institutions expect Nvidia to announce first-quarter results and guidance for the next quarter that are significantly higher than expected, which is expected to further catalyze the AI concept stock market.
The Dongguan Securities computer team pointed out in a report on May 19 that the multi-modal large-scale model arms race is becoming increasingly fierce, which will accelerate the implementation of AI application scenarios and further increase the demand for computing power. It is recommended to pay attention to the fields of AI applications and computing power.
On the other hand, recent domestic policies on the digital economy have continued to improve and improveplayfreeultimatevideopokerThe market's expectations for the AI concept.
Recently, the National Development and Reform Commission and other four departments issued the "Guiding Opinions on Deepening the Development of Smart Cities and Promoting the Digital Transformation of Cities", proposing to cultivate and expand the urban digital economy and build and improve digital infrastructure.
Earlier, the State Council executive meeting reviewed and approved the "Action Plan for Digital Transformation of the Manufacturing Industry."
The meeting pointed out that it is necessary to speed up the research on core technologies and the promotion and application of results. Increase support for the digital transformation of small and medium-sized enterprises, organically combine it with carrying out large-scale equipment renewal actions and implementing technological transformation and upgrading projects to improve public service platforms.
Open source securities analysts Chen Baojian and Liu Xiaoyao also said in their report on May 19 that there is currently strong domestic demand for AI computing power, and at the same time, innovations in the AI field at home and abroad are constantly emerging, and they are optimistic about investment opportunities in computing power and application sides.