Huajin Securities released a research report stating that SIMA is an AI agent with the ability to sense and understand various environments. It is suitable for 3D virtual environments, and transforms AI model capabilities into real-world actions through language command interfaces. The birth of SIMA is expected to open up new directions in AIGC research.
The Zhitong Finance App learned that Huajin Securities released a research report saying that recently, Musk's XAI company announced that the big model Grok is open source and will launch the code and model weights on GitHub. The Grok hybrid expert model has 314 billion parameters, setting the record for the highest number of parameters in the current open source large model. On the other hand, Google DeepMind announced the launch of SimA, a multi-world smart agent with expandable instructions. Currently, there are active breakthroughs in overseas artificial intelligence-related model technology, and the gradual implementation of domestic related application mapping is expected to boost industrial growth. It is recommended to focus on relevant targets: Jebsen Co., Ltd. (300182.SZ), Vision China (000681.SZ), Kunlun Wanwei (300418.SZ), etc.
Foreign multi-modal technical breakthrough SIMA empowers AIGC's new direction of “AI Agent”
SIMA is an AI agent with the ability to sense and understand various environments. It is suitable for 3D virtual environments, and transforms AI model capabilities into real-world actions through language command interfaces. The birth of SIMA is expected to open up a new direction for AIGC research, shifting the focus of Google research from a single game to a general-purpose AI agent that can guide games.
SIMA does not require access to game source code and custom APIs. Self-instruction logic: 1. Screen images 2. Users provide simple natural language instructions. SIMA advantage: The instruction logic is the same as human ability and can interact with any virtual environment. The current version of SIMA has passed 600 basic skill assessments, including navigation (such as “turning left”), object interaction (“climbing a ladder”), and menu use (“open map”). AI agents can understand diverse game worlds and perform tasks according to natural language instructions, which is expected to become a new direction for AIGC research.
Domestic artificial intelligence development is strong, and the policy side and the market side are working together
The policy side helps AIGC enter the fast track: Recently, the China Central Radio and Television Party Group held an expanded meeting to push forward the process of large-scale model development and application in the field of AI media, and further build an autonomous and controllable domestic intelligent computing power platform. Market side: Jiecheng Co., Ltd., a leading domestic copyright operator, cooperated with Huawei Pangu Big Model to launch the ChatPV video production engine. In 2023, Shengteng's model and operator coverage and Kunpeng's application coverage increased rapidly. In 2024, it is expected that more than 50 Kunpeng and Shengteng partners will be developed.
The cost reduction and efficiency benefits of AI applications have gradually become apparent. Meitu revealed its 2023 performance report: total revenue of 2.7 billion yuan, an increase of 29.3% over the previous year. The adjusted net profit attributable to equity holders of the parent company was 370 million yuan, an increase of 233.2% over the previous year. The increase in total revenue and net profit was mainly due to AI driving the growth of main business revenue. Other products: Dark Side of the Moon Technology Co., Ltd. released Kimi's smart assistant to create an “AI+ office” application scenario. Kimi can be connected to the WeChat applet port, supports contextual input of about 200,000 Chinese characters, and has the advantage of complex office application scenarios such as Chinese office and multi-file processing.
Investment advice:
Active breakthroughs in overseas artificial intelligence-related model technology, and the gradual implementation of domestic related application mapping is expected to enable industrial growth. It is recommended to focus on relevant targets: Jiecheng Co., Ltd. (300182.SZ), Visual China (000681.SZ), Kunlun Wanwei (300418.SZ), Insai Group (300781.SZ), Tianyu Digital Technology (002354.SZ), Kaiying Network (002517.SZ), Giant Network (002558.SZ), Chinese Online (300364.SZ), Blue Cursor (300058.SZ), Fengya Yuzhu (603466.SH), Palm Reading Technology (603533.SH), Yuanlong Tu ( 002878.SZ) etc.
Risk warning:
Uncertainty about the development of artificial intelligence, uncertainty about the effects of industrial integration, uncertainty about related policies, etc.