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2022-12-09
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龙套小韭菜
2021-12-10
别人都做了两年了，你现在才发现新方向？
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10:20","market":"hk","language":"zh","title":"中信证券：首予商汤-W(00020)“增持”评级 目标价2.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2290394474","media":"智通财经","summary":"智通财经APP获悉，中信证券发布研究报告称，首予商汤-W“增持”评级，目标价2.3港元。2)算法：量产商业模型数量达到34000+，模型研发人效至5.94个，相比2019年提高13倍。公司有极强的AI研发能力，由高校人才和商业专家组成的管理团队带领250名博士和博士生以及3984名科学家和工程师合力研发算法及模型，顶尖的人才优势筑深硬科技护城河。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/600030\">中信证券</a>发布研究报告称，首予<a href=\"https://laohu8.com/S/00020\">商汤-W</a>(00020)“增持”评级，目标价2.3港元。公司为人工智能和计算机视觉行业龙头，独创“1基础研究+1产品解决方案+X行业”的商业模式，业务涵盖智慧商业、智慧城市、智慧生活、智能汽车四大板块，平台模式和通用AI大模型带来的规模效应和硬科技人才构筑了深护城河，未来有望驱动收入利润快速增长。</p><p>报告中称，公司核心优势在于以SenseCore大装置为基，规模效应和人才优势打造护城河。SenseCore大模型为基座，依靠算力、算法、数据三大支柱解决工程长尾问题，提供模型AI通用能力和自动生产流程，实现规模化量产场景应用AI模型，大幅降本增效赋能百业：</p><p><strong>1)算力：</strong>目前商汤算力规模达到4.91+exaFLOPs，全球最大超算中心之一<a href=\"https://laohu8.com/S/600848\">上海临港</a>AIDC投入使用，可快速完成训练目前全世界参数量最大的AI模型，带动AI模型准确率和模型产量快速提升。<strong>2)算法：</strong>量产商业模型数量达到34000+，模型研发人效至5.94个，相比2019年提高13倍。<strong>3)数据：</strong>集成了先进的隐私计算技术确保数据安全。公司有极强的AI研发能力，由高校人才和商业专家组成的管理团队带领250名博士和博士生以及3984名科学家和工程师合力研发算法及模型，顶尖的人才优势筑深硬科技护城河。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中信证券：首予商汤-W(00020)“增持”评级 目标价2.3港元</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/844704.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00020":"商汤-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/844704.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2290394474","content_text":"智通财经APP获悉，中信证券发布研究报告称，首予商汤-W(00020)“增持”评级，目标价2.3港元。公司为人工智能和计算机视觉行业龙头，独创“1基础研究+1产品解决方案+X行业”的商业模式，业务涵盖智慧商业、智慧城市、智慧生活、智能汽车四大板块，平台模式和通用AI大模型带来的规模效应和硬科技人才构筑了深护城河，未来有望驱动收入利润快速增长。报告中称，公司核心优势在于以SenseCore大装置为基，规模效应和人才优势打造护城河。SenseCore大模型为基座，依靠算力、算法、数据三大支柱解决工程长尾问题，提供模型AI通用能力和自动生产流程，实现规模化量产场景应用AI模型，大幅降本增效赋能百业：1)算力：目前商汤算力规模达到4.91+exaFLOPs，全球最大超算中心之一上海临港AIDC投入使用，可快速完成训练目前全世界参数量最大的AI模型，带动AI模型准确率和模型产量快速提升。2)算法：量产商业模型数量达到34000+，模型研发人效至5.94个，相比2019年提高13倍。3)数据：集成了先进的隐私计算技术确保数据安全。公司有极强的AI研发能力，由高校人才和商业专家组成的管理团队带领250名博士和博士生以及3984名科学家和工程师合力研发算法及模型，顶尖的人才优势筑深硬科技护城河。","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605365984,"gmtCreate":1639116157659,"gmtModify":1639116157659,"author":{"id":"3481030155753482","authorId":"3481030155753482","name":"龙套小韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"别人都做了两年了，你现在才发现新方向？","listText":"别人都做了两年了，你现在才发现新方向？","text":"别人都做了两年了，你现在才发现新方向？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605365984","repostId":"2190478596","repostType":2,"repost":{"id":"2190478596","pubTimestamp":1639108651,"share":"https://www.laohu8.com/m/news/2190478596?lang=&edition=full","pubTime":"2021-12-10 11:57","market":"hk","language":"zh","title":"百度CTO王海峰：预训练大模型成为人工智能新方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2190478596","media":"每日经济新闻","summary":"百度首席技术官、深度学习技术及应用国家工程实验室主任王海峰认为，预训练大模型成为人工智能的新方向，而知识增强大模型能降低AI开发与运用的门槛。王海峰认为，知识增强大模型能提高人工智能的学习效率，它从大规模知识和海量数据中融合学习，效率更高、效果更好，具有良好的可解释性。","content":"<div>\n<p>“一别今朝两月秋，重来相见酒频投。不堪回首忆当时，几度春风醉不休。”你可能想不到，这是人工智能创作的诗词。12月8日，鹏城实验室与百度联合召开发布会，发布了双方共同研发的知识增强千亿大模型——鹏城-百度·文心。上述诗词创作，正是在这一模型中人工智能语言理解和生成能力显著提升的表现。百度首席技术官、深度学习技术及应用国家工程实验室主任王海峰认为，预训练大模型成为人工智能的新方向，而知识增强大模型能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112101157347a60ee01&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112101157347a60ee01&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“一别今朝两月秋，重来相见酒频投。不堪回首忆当时，几度春风醉不休。”你可能想不到，这是人工智能创作的诗词。12月8日，鹏城实验室与百度联合召开发布会，发布了双方共同研发的知识增强千亿大模型——鹏城-百度·文心。上述诗词创作，正是在这一模型中人工智能语言理解和生成能力显著提升的表现。百度首席技术官、深度学习技术及应用国家工程实验室主任王海峰认为，预训练大模型成为人工智能的新方向，而知识增强大模型能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112101157347a60ee01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a9b04e393a7ba0c0e4b4bcb05d83c1d","relate_stocks":{"161631":"人工智能","BK4504":"桥水持仓","BK4526":"热门中概股","BK4077":"互动媒体与服务","BIDU":"百度","BK4552":"Archegos爆仓风波概念","09888":"百度集团-SW","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","BK4514":"搜索引擎","QNETCN":"纳斯达克中美互联网老虎指数","BK4535":"淡马锡持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112101157347a60ee01&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2190478596","content_text":"“一别今朝两月秋，重来相见酒频投。不堪回首忆当时，几度春风醉不休。”你可能想不到，这是人工智能创作的诗词。12月8日，鹏城实验室与百度联合召开发布会，发布了双方共同研发的知识增强千亿大模型——鹏城-百度·文心。上述诗词创作，正是在这一模型中人工智能语言理解和生成能力显著提升的表现。百度首席技术官、深度学习技术及应用国家工程实验室主任王海峰认为，预训练大模型成为人工智能的新方向，而知识增强大模型能降低AI开发与运用的门槛。预训练模型成创新发展重要工具“人类社会已经经历了三次工业革命，现在正在经历第四次工业革命，其中核心的技术之一就是人工智能，而人工智能需要算法、算力和数据的共同支撑。”王海峰说。王海峰表示，近年来数据越来越多，算法越来越强大，算力也越来越强大。在这种背景下，预训练大模型已成为人工智能的新方向。据了解，人工智能需要用大量的数据对其进行训练，理论上来讲，投喂数据越多、数据质量越高，模型效果就会越好。而预训练模型，顾名思义就是预先训练好的模型，可以帮助人们降低模型创建和训练的成本。王海峰称，预训练大模型需要深度学习的算法，也需要大的数据、大的算力，做自监督学习（模型直接从无标签数据中自行学习，无需标注数据）,再面向不同的任务、在不同的应用场景里做少量任务数据进行迁移学习，进而应用于很多场景，在各行各业开花结果。中国工程院院士、鹏城实验室主任高文说：“预训练模型对整个科学的发展、社会的发展、创新的发展来说都是非常重要的工具。运用这个工具，可以帮助做很多人工智能的赋能，不局限于某个领域，这对人工智能的发展都是一个福音。”知识增强预训练模型降低AI开发应用门槛人工智能是新一轮科技革命和产业变革的重要驱动力量，它需要在各行各业有很强的通用性，才能成为产业革命的通用力量。随着知识增强大模型出现，开发难度更小，所需要的数据标注量也更小，进而使用门槛更低。王海峰认为，知识增强大模型能提高人工智能的学习效率，它从大规模知识和海量数据中融合学习，效率更高、效果更好，具有良好的可解释性。他表示，以金融领域为例，鹏城-百度·文心的合同智能解析能在1分钟内完成对相关合同条款文本的解析识别，速度是之前的几十倍，大幅提高工作效率。不过目前，对人工智能大模型来说，要解决的问题还很多。由于人工智能应用领域十分广泛，需求呈碎片化，如何解决通用性问题是个挑战。而大模型虽然具备了更强的通用性，但它的训练和推理普遍需要消耗较多资源，往往很难解决应用落地问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
