The artificial intelligence sector sees a continued rise as Kimi concept stocks open higher on March 21. Companies such as Huace Film and Television, Zhangyue Technology, and Zhongguang Tianze hit the daily limit, followed by Haitian Ruixing, Jiu’an Medical, Sangfor, and more. The AIGC index has increased by 1.17%, showing a ten-day upward trend.
Kimi, an AI product by Moonshot, made a breakthrough in long context window technology, increasing the lossless context length to 2 million words. This advancement opens up new AI application scenarios, including code analysis, complex task completion, and more. Dark Side of the Moon, the company behind Kimi, was valued at approximately US$2.5 billion after a recent financing round.
Analysts recommend focusing on companies with AI+ applications, content production tools, and AI video models. However, risks such as corpus copyright protection and profit expectations remain. French regulators fined Google for copyright violations related to its AI chatbot Bard, now renamed Gemini, trained on content from media publishers without notice.
Investors are advised to be cautious due to regulatory policies, market expectations, and intellectual property rights issues. Kimi’s developer, Dark Side of the Moon, has taken steps to protect copyright, including copyright registration and licensing agreements. The gap with competitors like OpenAI requires time and technological innovation to bridge.
Despite challenges, Hu Bin, a founding partner of 渶CE Capital, sees opportunities for China in the AI sector. As AI technologies empower various industries, revolutionary changes in organizational forms and human-computer interfaces are expected. While the AI sector continues to evolve, investors are encouraged to proceed with caution and conduct thorough research before making investment decisions.