商汤-W(00020)今日盘中大涨5.63%,引发市场广泛关注。消息面上,商汤科技在技术交流日上发布了全新升级的AI大模型"日日新SenseNova V6"(简称日日新V6),展示了公司在多模态推理能力方面的领先地位,这可能是推动股价上涨的主要原因。
据报道,日日新V6在多模态推理能力方面对标OpenAI的GPT-4,在数据分析能力上更是大幅领先。该模型展现了强大的跨模态"增智"能力,可应用于教育辅导、商品比价、保险理赔审核等多个日常生活场景。商汤科技董事长兼CEO徐立表示,公司正致力于将AI技术应用于"百姓日用",解决生活中的细分场景问题。
此外,商汤科技在AI基础设施、大模型和应用三位一体的战略布局也引起了投资者的关注。公司拥有亚洲最大智算中心之一,这一优势有望在当前AI算力需求激增的背景下为公司带来显著收益。2024年,商汤的生成式AI业务收入已达24亿元,占集团总收入的64%,显示出强劲的增长势头。这些因素共同推动了投资者对商汤科技未来发展前景的信心,从而带动股价上涨。
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