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When you can only upgrade the highest dimension to the China Special Evaluation of the Belt and Road Initiative, you have to compete for funds with AI that has evolved from carbon-based to silicon-based. This reflects the irreplaceable advantages of AI. The company may allow global funds to return to US dollars and 3400-point A-shares Push down once a day on average. The deeper impact may be that the funds flowing out of new energy should have been ruthless AI, but they were dazzled by the temporary grace of other main lines. The state-owned capital that should have been reduced to support the digital economy found that the colorful flags were not as good as the red flags. fall.
Whenever the leading main line falls to the ground, the dark line of arbitrage will rise to the sky. The high temperature in the south that arrived a few days ago made the power company furious, and the serial hype of the next new brain-computer interface was said to be from the cloud to the terminal. I don’t know how many people in this wave of AH stock adjustments, while watching the seller’s lagging report, silently called out the standard deviation of stock and bond returns and the national transport line.
When the wild flowers gradually become attractive, the gaps in size, status, and the amount of funds that can be accommodated between sectors are often ignored. When Lao Huang in leather clothes uses GH200 to lock in CPO export orders, the reduction of holdings of dragon two and dragon three is no longer necessary; after the virtual digital human is launched, AIGC tells you that you need to use PS and PEG for valuation; after the open source large model enters the financial field, financial AI will tell you that they haven't forgotten the memories of 15 and 19 years. Although the sky of AH shares is as gray as crying, but with AI, it will be more free.
The C-end robo-advisor can exchange for a market value of 100 billion, so if the B-end has NLP and ChatBot, how much should the leader be worth? The amount of financial AI on the C-side is indeed large, but don’t forget that the B-side customers are the big donors with a lot of money. In this track, there is one and only one leading company, and that is Bairong Cloud-W (6608.HK), the vertical financial AI leader that was first exposed to these two technologies and applied them in the field of bank intelligent marketing.
Compared with business and fundamentals, buybacks seem to be more preconceived transactional information. From an annual perspective, in 2021, the total amount of shares repurchased by Bairong Cloud will reach 144 million Hong Kong dollars; in 2022, the cumulative amount of shares repurchased by Bairong Cloud will be about 130 million yuan. Looking at the recent past, following the repurchase of HK$9.5142 million on May 29, on May 30, the scale of Bairong Cloud's repurchased shares further increased to HK$12.1701 million.
Spend over 21 million Hong Kong dollars in repurchases within two days, where is the confidence? From an industrial perspective, the digital intelligence transformation of the banking industry largely stems from AI. First of all, most of the money earned by banks comes from the interest rate difference between deposits and loans, so the interest rate and scale of the loan directly determine the bank's asset-side income; but the loan needs to ensure a margin of safety, so it is necessary to use AI to analyze the behavior information of loan demanders and identify users' willingness to lend and repayment ability, complete loan application automatic approval. Secondly, banks also need to use intelligent voice robots to help banks realize the digital and intelligent transformation of their business, mainly for the marketing of wealth management products and the operation of existing users. If banks want to achieve these goals, they must rely on the help of financial AI+SaaS companies like Bairong Cloud.
In the era of AI2.0, interactive tasks are transformed from complex functions to complex topological structures. With the help of the Transformer attention mechanism, it can further fit the learning method of the human brain, and finally achieve a breakthrough in NLP tasks. As an artificial intelligence laboratory established as early as 2018, Bairong Cloud has developed a research and development layout based on technologies such as intelligent speech recognition, NLP, AutoML, deep learning, and privacy computing, as well as underlying algorithms such as Transformer, model performance tuning, and complex neural networks. , Empowering generative AI to business areas such as intelligent customer service, intelligent marketing, and post-loan management. Investors who pay attention to the AI circle should know how much Nvidia's leather-clad king attaches importance to generative AI.
The 2023 first quarter report shows that Bairong Cloud achieved revenue of 566 million yuan in the first quarter, a year-on-year increase of 25%; the revenue of "intelligent analysis and operation", the largest business based on the self-developed AI platform, increased by 41% year-on-year to 281 million yuan. The revenue of Bairong Cloud's own AI product line "Smart Operation Service" increased by 68% compared with the same period last year. This business line based on AI technology continues to grow at a high speed.
In the capital market, there are many excuses for persistence, but repurchase does not seem to require rhetoric. After the CPO became popular, everyone was asking "Do you believe in light?" But in fact, this sentence should be: "Do you still believe in AI?"