Shulou(Shulou.com)11/24 Report--

The sudden emergence of ChatGPT quickly ignited the attention of the outside world. Just two months after its launch, by the end of January this year, its monthly active users had exceeded 100 million, making it the fastest-growing consumer-grade app in history.

At present, the concept of ChatGPT is hot in China, not only dominating the list of A shares for many days in a row, but also continuously brushing the screen on major social platforms. Any company that may have a connection with ChatGPT has a chance to get the attention and favor of investors.

Recently, from Baidu and Ali to iFLYTEK, 360th, and then to Hanwang, Haitian AAC and other domestic enterprises have thrown out the progress related to ChatGPT, who has the real strength, who is bluffing, who is confused "lying win"? Through the statements of various companies, we might as well find out.

Internet companies fight high and high.

Baidu

On February 7, Baidu announced that Wen Xin, a product of Standard ChatGPT, can perform a wide range of tasks, including language understanding, language generation and image generation based on text. Compared with other language models, Wenxin Yiyan can combine extensive knowledge with massive data to produce the ability of understanding and generation. Baidu is doing a sprint before the launch of the product, and some related functions such as multi-answer reply and intelligent generation have been launched or tested in Baidu search one after another. as soon as Wen Xin falls to the ground, the first station will be directly connected to Baidu search. It can be said that if Baidu is not successful this time, it will become benevolent.

Ali

On the evening of February 8, Alibaba, a technical expert, revealed that the Aridamo Institute is developing a ChatGPT-like dialogue robot, which can not only talk to people through text, but even have multimodal tasks such as "AI painting". From the exposure screenshot, Alibaba may be a deep combination of AI large model technology and nail productivity tools.

Alibaba told reporters that the ChatGPT-like dialogue robot is indeed under development and is currently in the internal testing stage. If there is more information, it will be synchronized as soon as possible.

Tencent

In the face of the hot ChatGPT trend, Tencent is calm. "there is already a layout in the relevant direction, and the special research is also moving forward in an orderly manner. Based on the previous technical reserves in the fields of AI model, machine learning algorithm and NLP, Tencent will further carry out cutting-edge research and application exploration." Tencent does not seem to want to rub heat on specific words.

JingDong

JD.com 's biggest advantage in the large-scale landing of ChatGPT is the scene, coupled with the data and interactive experience accumulated in retail, logistics, finance and health over the past decade, he can do self-verification and external examples.

On February 10, JD.com Yun's speech artificial intelligence application platform will integrate past industrial practices and technology accumulation, launch an industrial version of ChatGPT:ChatJD, and announce the landing application roadmap of ChatJD. With the power of industrial AI, it will accelerate the development and landing of artificial intelligence technology in China and promote the development of the real economy.

Match the depth of the main business

IFLYTEK

IFLYTEK said that in the direction of ChatGPT technology and applications have long-term and profound accumulation. It has led the construction of the national key laboratory of cognitive intelligence, is one of the first 20 national key laboratories of the Ministry of Science and Technology, and has maintained the key core technology at the forefront of the world for many years. At the same time, it has successively opened up a series of Chinese pre-training language models in 6 categories and more than 40 general areas in the field of cognitive intelligence, becoming one of the most popular series of Chinese pre-training models in the industry.

Based on the profound accumulation of the current core technology, industrial scenarios and industry data, iFLYTEK further launched the generative pre-training task of training large models in December 2022. IFLYTEK AI Learning Machine will be the first product of this technology and will be released on May 6, 2023. This technological breakthrough will bring significant improvement in Chinese and English composition tutoring and oral Chinese and English learning of AI learning machine. It can be said to be the representative of the company with the most clear product and the time of landing ChatGPT.

three hundred and sixty

From this point of view, the combination of 360and ChatGPT technology has a lot of room for imagination, but AIGC (artificial intelligence generated content) technology, including ChatGPT-like technology, which has been studied since 2020, is only used as a productivity tool for internal business. It is the latest plan to launch the demo version of ChatGPT-like technology as soon as possible.

NetEase Youdao

Similar to iFLYTEK, NetEase's youdao AI technical team has been involved in the research and development of ChatGPT homology technology (AIGC) in educational scenarios. At present, the team has tried to apply it in subdivided learning scenarios such as AI oral teachers and Chinese composition correction, and will launch relevant demo products as soon as possible.

According to reports, NetEase youdao has also laid out the AI industry for many years, making breakthroughs in key technologies such as neural network translation, computer vision, intelligent voice AI technology, and high-performance computing. The company believes that the educational scene is actually the most suitable for AIGC priority landing, but also the most opportunity for commercialization, dictionary pen, learning machine and other hardware can directly use the relevant demo.

Shang Tang

Since listing, the decline in share prices has been the norm for Shangtang, but boosted by the concept of ChatGPT, Shangtang shares ushered in a small and best part of the round in February 2023. Investors may think that ChatGPT is an opportunity for the four Little Dragons of CV, or at least Shangtang has experimental scenes in the smart business, city, life, and automotive sectors.

Lying in a muddle and winning

King of the Han Dynasty

It rose by the daily limit in a row, and its share price doubled for seven days, becoming a well-deserved "Chinese relative" of ChatGPT in the A stock market. On February 7, the Shenzhen Stock Exchange asked Hanwang Technology to explain the specific products, applications, R & D investment and relevant financial data of the company's NLP (Natural language understanding Technology) business. The company, which relies on pen smart interaction for 60 per cent of its revenue, NLP for 13.14 per cent of its revenue, and a 7.14 per cent year-on-year decline in NLP revenue and a 5.92 per cent year-on-year gross profit margin, has been placed under a magnifying glass.

Sea and sky acoustics

The share price doubled in just eight trading days after the Spring Festival. On February 8, a regulatory work letter was received from the Shanghai Stock Exchange.

On the evening of the 8th, Haitian AAC issued a notice on serious abnormal fluctuations in stock trading, saying that the company focused on providing professional data sets needed for algorithm model development training for various institutions of the AI industry chain, including AI Technology, and that there was a big difference between business and enterprises engaged in artificial intelligence algorithm and application development. As of the date of disclosure of the announcement, the company has not cooperated with OpenAI, and its ChatGPT products and services have not brought business revenue to the company, and the development trend of data demand in this area remains to be seen.

Zhihu

When Microsoft's new version of Bing, which integrates ChatGPT technology, was launched on February 8, some investors found that many of its answers came from Zhihu. As a question-and-answer community, Zhihu has accumulated a wealth of high-quality content available for AIGC, and some investors optimistically estimate that Zhihu may become the bottom of ChatGPT Chinese corpus in the future, thus gaining more traffic and attention. Zhihu's share price rose more than 50 per cent in one day, the highest since it was listed in Hong Kong.

Interestingly, the copyright of the content of Zhihu Q & A does not belong to Zhihu, but the author of the answer. For example, ChatGPT quotes a large number of relevant content without authorization, whether it is ChatGPT or Zhihu, they may face copyright litigation. In addition, look at another angle. If users can easily get the answer from ChatGPT, why bother to download a Zhihu? As reported by the Securities Times, Zhihu may be one of the targets of the "revolution" by ChatGPT.

Meitu

On February 7, Meitu rose by more than 14%. Strictly speaking, Meitu's business is not closely related to ChatGPT. The AI drawing function launched by App under Meitu is actually a new content creation mode that can be used to deal with text, voice, code and other format content.

Four-dimensional picture, new, etc.

Some companies are willing to show off even if the ChatGPT is far away from their own. Siwei Tuxin, a geographic location service provider, said on the interactive platform that its participating company Puqiang uses models, algorithms and training technologies similar to ChatGPT, combined with existing model algorithms and vehicle-related massive data, to support the human-computer interaction services of head car companies.

How many bubbles will be created under the ChatGPT boom, and it is only when the tide fades that you know who is swimming naked. However, behind the ChatGPT represents cognitive intelligence and large models, who can really achieve a steady technical reserve in these technologies, and the real test is to bring large-scale landing scenes.

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