B[AI application side continues to rebound, Zongheng Communication and other stocks hit their daily limit] On September 29th, the AI application side continued to rebound in the afternoon, and Zongheng Communication closed the daily limit. Previously, Zhangyue Technology and Gravity Media had hit their daily limit and were worth buying. They rose by more than 10%. Danghong Technology, Shengshi Technology, Yinsai Group, Digital Zhengtong, and Rongji Software were among the top gainers. On the news, eight departments including the central bank jointly issued the "Guiding Opinions on Expanding Capacity and Improving Quality of the Financial Support Service Industry", proposing to empower the innovative development of software and information technology services, and guide financial institutions to comprehensively use diversified tools such as credit, bonds, and equity to support the development of "artificial intelligence + software". B[AI application concept is active in early trading, Nanwei Software has 2 consecutive boards] On September 22, the AI application concept is active in early trading, Nanwei Software has 2 consecutive boards, Zhidu shares have reached the daily limit, Guangyun Technology, Caixun Shares, Worth Buy, Meiden Technology, Blue Cursor, etc. have followed suit. On the news, Meta launched the consumer-grade AI intelligent agent Muse in early September, which is causing investors to re-evaluate the CPU demand brought about by the popularity of intelligent agents. According to local media citing Sensor Tower data, Muse has topped the list of free iPhone app downloads in the United States for three consecutive days since reaching the top last week. B[AI application end is repeatedly active, Danghong Technology has a daily limit of 20cm] On September 8, the AI application end has been repeatedly active, and Danghong Technology has a daily limit of 20cm, with Jiachuang Video, Silk Road Vision, Wanxing Technology, Vision China, and Fantuo Digital following the rise. According to the news, on September 3, OpenAI launched a new model GPT-6 Astra. This model is currently only open to partners. This update is not just a simple performance iteration, but also a leap-forward upgrade in AI capabilities. Officially announced, this model marks the official arrival of the AGI era. B[Shanghai State-owned Assets Supervision and Administration Commission: Supervisory enterprises focus on promoting four aspects of transformation in AI applications] September 6th, recently, the Shanghai State-owned Assets Supervision and Administration Commission’s systematic artificial intelligence seminar was held. The reporter learned from the seminar that in recent years, the Shanghai State-owned Assets Supervision and Administration Commission has guided regulatory enterprises to implement in-depth "AI+" special actions, accelerate the digital transformation of artificial intelligence-empowered enterprises, and focus on promoting the application of artificial intelligence to achieve four changes: First, promote the transformation of the application scope from key pilots to comprehensive coverage, and have achieved full coverage of regulated enterprises; Second, promote the focus of work from focusing on computing power supply to computing power networking, technical research and scene effectiveness Pay equal attention to the transformation, and pay more attention to the adaptation of artificial intelligence technology to the enterprise's real business, real data, and real processes; third, promote the transformation of application form from question and answer assistance to intelligent execution, and accelerate the integration of applications such as intelligent agents and digital labor into investment research and investment consulting, architectural design, supply chain scheduling and other links; fourth, promote the transformation of implementation methods from decentralized advancement to ecological collaboration, and accelerate the collaborative linkage of computing power, corpus, models, scenarios, talents and other resources. (Securities Times) B[AI application concept continues to be strong, Yidiantianxia rises by more than 10%] On September 4th, AI application concepts continued to be strong yesterday, Yidiantianxia rose by more than 10%. Previously, Xinju Network had two consecutive boards, Dingjie Digital, Meiden Technology, BlueFocus, UFIDA Network, CITIC Publishing, and Wondershare Technology followed suit. On the news, in the early hours of Friday morning Beijing time, OpenAI officially released GPT-6 Astra, calling it "the most intelligent and most aligned model in the world at present", which has reached the current state-of-the-art level in computer operation, web browsing, software engineering, network security, scientific research and professional work. B[AI application side rises again, Yiwangyichuang and other stocks hit the daily limit] On September 1st, the AI application side rose again in intraday trading, with Yiwangyichuang and Yuanwang Technology rising by the daily limit. Previously, Jingyeda, Zhangyue Technology, Guangdong Media, etc. rose by more than 25%. Liujin Technology, Fushi Holdings, Wanxing Technology, Airong Software, Liandi Information, etc. quickly surged. On the news, on the afternoon of August 31, the General Office of the Ministry of Industry and Information Technology issued the "Notice on Carrying out Special Actions to Cultivation of Artificial Intelligence Application Service Providers." It is mentioned that the procurement of large models, agents, tokens and other services will be increased.
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