Hong Kong stock concept tracking: Tencent launches AI search ima. Institutions are optimistic about the technology industry expanding around AI (attached concept stocks).

Tencent announced the recent launch of an AI intelligent workstation called ima.copilot. This is an AI tool that combines information search, long text processing, and text editing. First, the answers obtained from ima's search not only cover the entire web but also integrate with the ecosystem of articles from WeChat official accounts. All the high-quality knowledge within the official account can be used by users, providing good answers and high-quality information related to questions, effectively improving information retrieval efficiency. In addition to being able to search for answers, ima can also help users understand knowledge points by asking questions, viewing information, and taking notes while searching. Not only can it search online resources, but by dragging documents with hundreds of pages or tens of thousands of words of industry experience into ima's dialogue box, it can summarize content, extract key points, and generate mind maps. Furthermore, ima is also a very practical editing tool. Users can generate notes and directly edit selected answers and interpreted materials. The Ministry of Industry and Information Technology (MIIT) disclosed that China has completed the filing and launch of nearly 200 generative AI services for the public. Industry insiders believe that with the accelerated development of large model technology, the increased application of technology companies, and the enhanced government support, China's large model industry will enter the fast lane of development. From a technical perspective, AI large models are evolving towards multimodal capabilities, specialization, generalization, and the synergy of large and small models. CITIC SEC released a research report stating that the investment focus of the technology industry will continue to revolve around AI by 2025. With the ongoing progress of large model capabilities in multiple areas such as multimodal and logical reasoning, AI is expected to deeply integrate with the digital transformation of various industries. This will drive continuous investment in the technology industry, recommending investment opportunities in AI computing power, applications and data, and AI terminals. As the macroeconomic environment improves and industrial policies gradually take effect, it is also recommended to focus on investment opportunities in Internet, Android consumer electronics, automotive industry chains, semiconductors, and telecom operators in the context of demand recovery. Related Hong Kong stocks of AI large models: TENCENT (00700): Tencent's Mix yuan Large model in CMMLU, MMLU, CEval, MATH and other multidisciplinary comprehensive evaluation sets, as well as Chinese and English NLP tasks, codes, and mathematics are leading in 9 dimensions, surpassing top open-source large models like Llama3.1 and Mixtral. Tencent's large model demonstrates strong capabilities in the field of artificial intelligence through its advanced technology innovation and wide range of applications. BABA-W (09988): Alibaba Cloud's universal large model team released and open-sourced the Qwen2.5-Coder model series, including 6 models. The flagship code model of 32B size exceeds the GPT-4o in key abilities such as code generation. BIDU-SW (09888): Baidu's large models, especially the Wenxin large model, have shown huge potential and practical value in AI applications, with an average daily call volume of over 1.5 billion times since its launch. Through its technical innovation and rich application scenarios such as smart customer service, content creation, and data analysis, Baidu's large models have demonstrated their value in practical business applications. SENSETIME-W (00020): SenseTime's "SenseNova 5.0" large model achieves or surpasses GPT-4 Turbo in mainstream objective evaluation metrics, becoming the first product in the industry to achieve complete stack deployment in cloud-to-edge layout. SenseTime AI can create virtual labs for immersive learning experiences for students and enhance classroom interaction and teaching quality through computer vision technology. Its application in online education platforms provides personalized learning experiences for students through computer vision and deep learning technology.