"Large AI models empower industrial development. These several concept stocks have high trading activity."
Currently, AI model technology is undergoing a historical transformation from "progressive innovation" to "exponential leap". Large AI models greatly improve the ability to use data. In the industrial field, manufacturing enterprises use large models to predict demand fluctuations based on multiple sources of data such as orders, logistics, and inventory, effectively shortening product inventory cycles and significantly saving costs; in the agricultural field, large models combined with satellite remote sensing, weather data, and planting experience provide farmers with guidance for the entire life cycle of crops, increasing crop yield; in the service industry, large models are widely used in finance, government affairs, healthcare, etc., restructuring the productivity system and becoming the knowledge engine of industrial development. According to Securities Times Data, as of the close on July 28, the average increase in the concept stocks of large AI models this year has been 21%, outperforming the Shanghai Composite Index during the same period. 7 stocks have accumulated increases of over 50%, including Hongjing Technology, Zhongke Jincai, Tianyang Technology, New Land, Huina Technology, Hongbo Medicine, and Bohui Technology. In terms of funding, according to Data Treasure statistics, there are 34 AI concept stocks of large models that have had net purchases of over tens of millions of yuan since July, with stocks such as Runhe Software, Tuoluo Si, and iFlytek receiving net purchases of over one billion yuan, with Runhe Software having the highest net purchases of 324 million yuan.
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