The global artificial intelligence surge, both technologically and investment-wise, combined with China's emphasis on new quality productive forces, will boost AI-related A-share performance, which in turn will drive up associated indexes this year, said experts.
專家表示,全球人工智能在技術(shù)和投資方面的激增,加上中國對新質(zhì)生產(chǎn)力的重視,將推動人工智能相關的A股表現(xiàn),這反過來將推動今年相關指數(shù)的上漲。
While the benchmark Shanghai Composite Index shed 0.41 percent on Tuesday, A-share AI companies registered an average share price increase of 1.15 percent. With this, share prices of these AI companies have jumped nearly 19 percent since Feb 19, when trading resumed after the Spring Festival holiday.
2024年3月12日,當基準上證綜合指數(shù)下跌0.41%時,A股人工智能公司的平均股價上漲了1.15%。受此影響,自2月19日春節(jié)假期后復牌以來,這些人工智能公司的股價上漲了近19%。
The global AI boom serves as one major impetus, especially after ChatGPT's creator Open AI released text-to-video generator Sora on Feb 16. Nvidia, the major supplier for Open AI's graphics chips, saw its shares hit record highs, overtaking Amazon and Google's parent company Alphabet in terms of market value.
全球人工智能的繁榮是一個主要的推動力,尤其是在ChatGPT的創(chuàng)造者Open AI于2月16日發(fā)布了文本到視頻生成器Sora之后。Open AI圖形芯片的主要供應商英偉達(Nvidia)股價創(chuàng)下歷史新高,市值超過了亞馬遜(Amazon)和谷歌母公司Alphabet。
Zhang Yidong, chief global strategist at Industrial Securities, said the global AI phenomenon will not only buoy the US bourse, but also drive up the value of A-share tech companies, thus helping boost A-share performance in general.
興業(yè)證券首席全球策略師張憶東表示,全球人工智能現(xiàn)象不僅會提振美國股市,還會推高A股科技公司的價值,從而有助于提振A股的整體表現(xiàn)。
More importantly, China promised in this year's Government Work Report to launch an "AI plus" initiative to accelerate the technology's commercial applications. Meanwhile, new quality productive forces, which have been emphasized in the report, also include emerging industries such as AI, computing and humanoid robots. All these suggest an increasing focus on industrial investment, said analysts from Guotai Junan Securities.
更重要的是,中國在今年的政府工作報告中承諾,將啟動“人工智能+”計劃,加快該技術(shù)的商業(yè)應用。與此同時,報告中強調(diào)的新型優(yōu)質(zhì)生產(chǎn)力還包括人工智能、計算和人形機器人等新興產(chǎn)業(yè)。國泰君安證券的分析師表示,所有這些都表明,中國越來越關注工業(yè)投資。
Liu Chenming, chief strategist at GF Securities, said AI will serve as a major force empowering industries' intelligent digitalization in China. The application of AI technologies will help improve total factor productivity and the country's structural transformation and upgrading. This is also in line with this year's Government Work Report which calls for high-quality development, he said.
廣發(fā)證券首席策略師劉晨明表示,人工智能將成為推動中國工業(yè)智能數(shù)字化的主要力量。人工智能技術(shù)的應用將有助于提高全要素生產(chǎn)率,促進國家結(jié)構(gòu)轉(zhuǎn)型升級。他說,這也符合今年政府工作報告提出的高質(zhì)量發(fā)展的要求。
Ethan Wang, head of investment strategy for wealth management at Standard Chartered China, said A-share investors should pay particular attention to AI applications in China given the country's advantages in application scenarios in internet and big data modalities, as well as the commercialization of innovative technologies. Specifically, device makers integrating AI services and the commercial use of AI in business scenarios will churn out the most investment opportunities in China, Wang said.
渣打銀行中國財富管理投資策略主管王昕杰表示,鑒于中國在互聯(lián)網(wǎng)和大數(shù)據(jù)模式的應用場景以及創(chuàng)新技術(shù)的商業(yè)化方面的優(yōu)勢,A股投資者應該特別關注中國的人工智能應用。具體來說,整合人工智能服務和人工智能在商業(yè)場景中的商業(yè)用途的設備制造商將在中國產(chǎn)生最多的投資機會。
Analysts from Kaiyuan Securities suggested A-share investors search for opportunities related to animation along with film and television companies, especially those possessing well-established intellectual property, as the application of multimodal AI will significantly improve their efficiency and reduce costs.
開元證券的分析師建議A股投資者尋找與動畫和影視公司相關的機會,特別是那些擁有成熟知識產(chǎn)權(quán)的公司,因為多模式人工智能的應用將顯著提高它們的效率并降低成本。
Opportunities can also be found among semiconductor firms as iteration in AI foundation models will drive up computing demand, said experts from China International Capital Corp Ltd.
中國國際金融有限公司的專家表示,隨著人工智能基礎模型的迭代將推高計算需求,半導體公司也可以找到機會。
Li Zhan, chief economist at China Merchants Fund, said that technological innovation will be the major investment theme in China for many years to come. Industries which are supported by favorable industrial policies and the country's resources will generate the most investment opportunities, among which AI is included.
招商局基金首席經(jīng)濟學家李湛表示,技術(shù)創(chuàng)新將是未來許多年中國的主要投資主題。受到有利的產(chǎn)業(yè)政策和國家資源支持的行業(yè)將產(chǎn)生最多的投資機會,其中包括人工智能。
Experts from UBS Global Wealth Management's Chief Investment Office believe that AI will be the fastest growing tech sector globally over the next decade, with the possibility of it growing into the largest tech sector in 10 years' time.
瑞銀全球財富管理首席投資辦公室的專家認為,未來十年,人工智能將成為全球增長最快的科技領域,并有可能在10年內(nèi)成長為最大的科技領域。
UBS
瑞士聯(lián)合銀行(United Bank of Switzerland)
Ltd.
股份有限公司(Limited)
用戶評論
孤木何似林
nice
衷援
have learned
聽友88974961
沒有文本?
Lily_宿鳥流螢
打卡
紫藍ZL
打卡