Group 1 - The first domestically developed visual foundation model "Juzhou" V1 was launched in Changsha, capable of generating 1024×1024 resolution images in seconds on mobile devices, breaking time and space limitations for B-end applications [1] - The A-share market showed a positive trend on May 22, with significant fluctuations in AI-related stocks, including Fang Technology and Lingyun Light, which rose over 4%, and several others that increased by more than 2% [1] - The Science and Technology Innovation Board AI ETF (588930) saw a net inflow of 60.82 million yuan over the past 10 trading days, indicating high market interest in AI themes [1] Group 2 - Domestic internet giants like Tencent and Alibaba are increasing investments in AI, with Tencent's capital expenditure in Q1 2025 rising by 91% to 27.5 billion yuan, and Alibaba Cloud's revenue growing by 18% in FY24 Q1 [2] - AI-related products from Alibaba have shown triple-digit growth for seven consecutive quarters, indicating a shift from traditional CPU computing to AI computing as a core driver [2] - Despite the impact of the US BIS GP10 ban on domestic computing chips, the long-term trend of de-Americanization in the domestic hardware industry and the enhancement of self-research capabilities will create more opportunities for domestic replacements [2]
首个国产算力训练视觉大模型上线!科创板人工智能ETF(588930)走势冲高回落,实时成交额突破3100万元
Mei Ri Jing Ji Xin Wen·2025-05-22 02:54