Analysis pointed out that the current artificial intelligence has been out of the conceptual stage, the realization of the gradual landing, in the big data, cloud computing, algorithms, the conditions of the rapid improvement of the situation, part of the field of commercialization conditions have been fully satisfied, is expected to boost the secondary market performance of the relevant stocks.
Policy support increased
Since the State Council issued a new generation of artificial intelligence development plan in July 2017, the relevant supporting documents intensive follow-up, a number of provinces, municipalities and regions issued relevant planning documents or issued support policies.
And the recent artificial intelligence-related support policies are once again intensively introduced. The city of Chengdu recently issued a special policy to accelerate the development of artificial intelligence industry in Chengdu, from accelerating the consolidation of the artificial intelligence industry foundation, and constantly improve the level of artificial intelligence industry, to create a comprehensive artificial intelligence industry ecological three aspects of the introduction of 12 special policies, to promote the development of the artificial intelligence industry.
The person in charge of Shenzhen's Industry and Information Technology Bureau said that it will give full play to the advantages of Shenzhen's information industry, accelerate the layout of AI technology and industry, and take the lead in building a data-driven, human-machine collaboration, cross-border integration, and ***creating*** enjoyment of the intelligent economic form.
Shanghai said it will vigorously introduce high-end and key talents in key areas and regions such as artificial intelligence. Last September Shanghai released "Implementation Measures on Accelerating the High-quality Development of Artificial Intelligence in Shanghai", which put forward 22 specific initiatives around five aspects such as gathering high-end talents, breaking through core technologies, and promoting demonstration applications.
"2019 will be a year of accelerated landing of AI applications." CRE Securities industry research pointed out that, on the one hand, the number of times "intelligence" appears in the project from the procurement network, as well as the number of times "artificial intelligence" appears in the announcement of listed companies are rapidly increasing, which can be proved that the application of artificial intelligence is accelerating the landing. On the other hand, from the security to political and legal, education, unmanned driving and other segments of the situation, the application of artificial intelligence in various vertical industries is also gradually in-depth.
Market Attention Enhancement
As the A-share market used to be the wind mouth, in the past two years, the performance of artificial intelligence is general, while the industrial policy support has been strengthened. In this context, the artificial intelligence plate how to configure?
Huachuang Securities said that in 2019 artificial intelligence is completely different from 2017, in the industry is expected to gradually usher in the inflection point of accelerated landing, downstream applications blossomed, at the same time, the economic downward cycle as well as the primary market under the background of the cold winter, the slowdown of the war for talent is also conducive to the release of operating results. In addition, the launch of the science and innovation board will further enhance the attention of artificial intelligence.
Oriental Securities said that from the point of view of technology and talent reserves, with a rich accumulation of talent resources from industry, academia and research, with the ability to innovate at the source of the core technology is more advantageous than relying on open source frameworks for micro-innovation. From the industrialization of the landing situation, maintain optimistic in line with the strategic direction, mastery of independent core technology, in part of the B / G end of the vertical field of the advantages of the relevant standard.
Fortune Securities said that through the analysis of the AI industry chain and related applications, investment opportunities can be mined from three main lines. The main line one: the chip and module providers with the core technology of the basic layer. Deep learning, natural language interaction, pattern recognition, intelligent vision, human brain engineering, machine vision and other underlying technologies have entered an accelerated stage of maturity, forming a good technical support for artificial intelligence; Main Line 2: the infrastructure operators involved in data transmission, computing, and storage processes with the technology layer as the core; Main Line 3: the downstream application layer as the core, centered on service robots, medical robots, intelligent security, Driverless, industrial eye and other scene areas of the provider and service provider.
(Source: China Securities Journal)
(Original title: enjoy the policy dividends of artificial intelligence three main line of hidden opportunities)