Hong Kong stock concept tracking | Applovin continues to push the commercialization of artificial intelligence, and AI applications are booming across the board (with concept stocks attached)

As of the close of local time on November 15th, the US stock "AI applications big bull stock" AppLovin has an accumulated increase of 706% so far this year, while Palantir's stock price has an accumulated increase of over 283% so far this year, both far exceeding Nvidia's increase over the same period. From a performance perspective, boosted by AI technology, companies such as AppLovin and Palantir have both seen performance growth exceeding expectations. As of the close of local time on November 20th, the US stock "AI applications big bull stock" AppLovin has an accumulated increase of 706% so far this year, while Palantir's stock price has an accumulated increase of over 283% so far this year, both far exceeding Nvidia's increase over the same period. From a performance perspective, boosted by AI technology, companies such as AppLovin and Palantir have both seen performance growth exceeding expectations. Looking ahead, analysts believe that the main investment focus of the technology industry will continue to revolve around AI. With the continuous improvement of big model capabilities in multimodal, logical reasoning, etc., AI is expected to be deeply integrated with the digital transformation of various industries, driving investment in the technology industry from computational infrastructure to end applications. A Cinda research report stated that marketing may be the fastest area for AI commercialization. The surge in AppLovin's stock price may indirectly confirm the commercialization capability of AI marketing exceeding market expectations. Analysts believe that one year after the start of the commercialization process of AI applications, more and more signs indicate that overseas funds are shifting from hardware to software in exploring AI, realizing the value of niche software companies more quickly, and the future of application-side becoming clearer. Hong Kong stocks related to AI applications: MOBVISTA (01860): The company plans to release its third-quarter earnings on November 15th, with its advertising platform Mintegral performing well in the latest report, especially in the dual-end game rankings and breakthroughs in the Android end. Open source securities are optimistic about its platform scale growth and CKH HOLDINGS' multi-category expansion midterm strategic goals. YIDU TECH (02158): YIDU TECH's self-developed big model is a professional big language model for multiple scenarios in the medical vertical field, and is also a big model that is fully compatible with Ascend AI in the medical field; it has performed better than GPT3.5 in several medical specific task scenarios such as differential diagnosis, basic medicine, general medicine, clinical internal medicine, clinical surgery, and practitioner qualification exams. The company positions the big model as a new generation "medical super brain", and the application is currently landing on the C-side and B-side. Facing the C-end, YIDU TECH's big model can provide personalized medical-level services, and has been piloted in the "popular insurance" field; the Jiangsu provincial popular insurance "Jiangsu medical insurance 1" is the first to connect to the YIDU TECH big model and will provide 24/7 all-round health management services. FOURTH PARADIGM (06682): In the first three quarters of 2024, the three major business lines of FOURTH PARADIGM performed differently, with the core business, also the business with the highest revenue proportion - Prophet AI platform, maintaining high growth during the reporting period, achieving a revenue of 2.171 billion yuan, a year-on-year increase of 50.2%. The proportion of total revenue further increased to 67.5%.