In the era of digital economy, artificial intelligence-related industries have ushered in broad development, and AIGC concept stocks have subsequently exploded in the A-share market. And artificial intelligence-related technologies, chips, applications and other news,AI enterprises Yuntian Lifei latest generation Deep Edge10 chip has been in use since this year to attract attention, with the company third quarter report released, the third quarter of the main income of Yuntian Lifei 80,623,300 yuan, an increase of 13.52%, like a rising AI star.
Recently, from the central to the local, are concerned about the construction of artificial intelligence system, and continue to introduce relevant support policies; At the same time, the rapid increase in the attention of many Internet manufacturers to AIGC has also accelerated the catalytic development of AIGC concept stocks to become the darling of the capital market. However,AIGC concept stocks as a new star in the investment community, because of the advanced technology and few precedents for reference, for the majority of investors, it is especially necessary to identify clearly. If you want to select the real power from the dazzling and diverse AIGC concept stocks, you must first understand the most important investment logic, so as not to blindly follow the trend of speculation.
Chip, technology, patent is the real moat
In the AIGC industry chain, the importance of chips cannot be overemphasized. Market feedback confirms this. Authoritative data show that the industrial development of AIGC has greatly promoted the future growth rate of the AI chip market. It is estimated that by 2027, the global AI chip scale is expected to more than double the market size in 2023, reaching $119.4 billion.
This also makes the position of chip companies particularly prominent in AIGC concept stocks. In particular, enterprises with independent research and development chip capabilities have become the stars worth looking forward to in the AIGC industry chain. For example, why is Shenzhen Yuntian Lifei favored by many industry insiders? An important reason is that it is one of the few enterprises in the domestic AIGC industrial chain with self-developed core manufacturing capabilities. When many peers are still struggling to get rid of the technical blockade of foreign jam neck, Yuntian Lifei has independently developed and issued a new generation of edge computing chip DeepEdge10. The chip product platform can meet the needs of edge computing scenarios with different computing power, mainly used in the field of edge large model reasoning, suitable for cameras, edge computing devices, robots, automotive intelligent cockpit, etc. A wide range of application scenarios make Ytianyi continue to expand revenue channels, according to the Q3 financial report released by the company, the cash flow generated by operating activities in the first three quarters It reached 310 million yuan, and its total revenue reached 227 million yuan. In the future, Yuntian Lifei will further expand chip research and development and promote application landing, and more and more Yuntian Lifei will be seen in various scenes across the country.
In addition to chips, independent research and development capabilities are also the key to measuring the technical strength of AIGC concept enterprises. Still in the case of Yuntian Lifei, not long ago, the 24th China Patent Award winner list was announced, and its invention patent data stream operation method, processor and computer storage media which can be applied to smart chips won the excellence award. The award is a government award that rewards patented inventions and creations, and is also the highest honor in China patent field. Previously, the company also won the Excellence Award of China Patent Award in 2019, 2020 and 2022, and authorized more than 600 patents in total.
Among the many technology companies that are classified under the AIGC concept, Yuntian Lifei is just one of them. However, the moat strength it shows is an important reason why such enterprises attract investor favor in the capital market.