Jaipur Stock：Microsoft released Copilot%2bpc, leading the development of AIPC, optimistic

[Table_maininfo]

Industry Research/Media Securities Research Report

Industry Weekly May 27, 2024

[Table_inveStinfo] Microsoft released Copilot+PC to lead the development of AIPC,

Investment rating is better than the main market maintenance

Optimistic about AI applications to accelerate landing

[Table_summary]

凌 In the early morning of May 21, Microsoft released Copilot+PC. This is the world’s first Windows designed for AI

PC.Copilot+PC has built-in OpenAI’s GPT-4O model and is equipped with a super-strong chip, which can be executed per second

More than 400 trillion operations can provide real -time voice and language translation, real -time painting, text, and picture generation

Wait for a series of innovative functions.On May 22, Microsoft held the "Build2024" Global Developer Conference in Seattle.

The content includes CopilotStudio to support the development of AIAGENT functions; a new development platform Azure

AISTUDIO supports more than 1,600 large models such as GPT-4O, PHI-3-Vision, etc.

百 On May 23, Baichuan Intelligent released the new generation of base model Baichuan4 and launched its own first AI

Assistant Bai Xiaoying.Baixiao should have the functions of reading documents, obtaining the latest information, sorting information, auxiliary creation, etc.

At the same time, the ability of Baichuan4 is deeply integrated with its natural search technology advantages.Jaipur Stock

Prepare multi -wheeled search, targeted search and other capabilities.Mumbai Wealth Management

海 We believe that the large -scale models at home and abroad have developed rapidly since this year, and new models such as domestic KIMI and Jiying Xingchen are held.

Continuing the circle, the model ability is gradually increasing.The release of this Copilot+PC is expected to trigger software changes.

Bring a wider range of opportunities for landing and commercialization.

） It is recommended to pay attention to: 1) AI application direction: [Kunlun Wanwei, Focus Technology, Shengtian Network].2) Data language

Material: [Zhongguang Tianxuan, Huace Film and Television, Jiecheng Shares]; 3) IP Resources: [Mumbai Movies, Palm Reading Technology,

Chinese online]; film and television content: [Light Media, Wanda Movie].4) Game sector: [Kaiying Network, God

State Taiyue, Sanqi Interactive Entertainment, Gibi, Giant Network, Perfect World].5) Publishing sector: positive transformation

[Southern Media, Wanxin Media, Urban Media, Time Publishing]; high dividends [Chinese Media, Phoenix Media,

Zhongnan Media].6) Marketing sector: Subsidate faucet [Focus Media, Zhaoxun Media]; Oceanic service [Easy point

The world, blue cursor]; special service [Icai Group, Gravity Media, Zhejiang Interconnection, Three People].7)Jaipur Wealth Management

Hong Kong stocks Internet: [Tencent Holdings, Quick-W].

关 Recently adding new focus on [Bona Films, Ciwen Media, Century Huatong], the lottery industry continues to focus on focusing on

【Songyu Resources】.

Hong Kong stocks Internet.This week (2024.05.17-2024.05.24) The top three increases of major Hong Kong stocks Internet companies:

Hyderabad Wealth Management