“We are looking for investment opportunities in the 'Artificial Intelligence + Finance' project. Because the financial industry has the characteristics of complete data, quick feedback on results, strong willingness to pay, and low psychological acceptance threshold, the application of artificial intelligence will be faster.†On September 25th, faced with the hot artificial intelligence concept, a partner of a private equity investment firm in Shanghai told 21st Century Business Herald.
Since being written into the government work report in March this year, the concept of artificial intelligence has been on the rise. The capital market is also swayed by this new technology. Whether in the equity investment market or the securities investment market, artificial intelligence has swayed the hearts of investors.
Intensive research"From the perspective of segmentation, artificial intelligence is now booming in areas such as visual recognition. This part of the application is widely used, such as security," said Xiang Yi, an artificial intelligence analyst at the CCID Research Institute of the Ministry of Industry and Information Technology, in an interview with a 21st Century Business Herald.
From the situation of 34 A-share artificial intelligence concept companies, Hikvision (002415.SZ), which focuses on visual recognition, is far ahead in the performance of this year's mid-year report, achieving a net profit of 3.276 billion yuan, ranking second. Donghua Software (002065.SZ) is more than five times. The outbreak of performance has also made many AI concept stocks favored by institutions.
Take AI leader Haikang as an example. According to the data of the mid-year report, there are 431 funds holding Hikvision. The fund with the largest number of shares is Dongfang Hongrui Huahu Deep Mixed Fund, holding 18.7959 million shares, accounting for 0.2%. Compared with 122 in the first quarter, the number of position funds increased by 253%. According to recent institutional investor survey data, from July 25 to September 8, nearly 85 organizations surveyed Hikvision, and the concerns of the organization focused on AI products and applications, as well as business. Growth sustainability, etc.
According to the incomplete statistics of the 21st Century Business Herald reporters, since September only, Huarong, Huatai, Changjiang and other brokerages have issued 57 research reports on artificial intelligence, mentioning more "AI chips" and "automatic driving". Key words. "In addition to artificial intelligence chips, there are fewer companies involved in this field, so there is still room for development." Xiangyang said that in early September this year, Huawei announced the latest Kirin 970 chip at the 2017 IFA Berlin International Consumer Electronics Show. This chip is equipped with the world's first mobile terminal processor with independent NPU-specific AI chip, and announced that it will use the new Mate10, and this chip has also greatly promoted the market. .
Although artificial intelligence has been very hot in investment, according to the 21st Century Business Herald reporter, different investment institutions have some differences in the investment logic for artificial intelligence. "At present, the investment logic difference between the primary and secondary markets is mainly reflected in the stage of the evaluation project. For the investment in the secondary market, the criteria for the selection of the target are highly certain, and the judgment of the industry can be diluted. The key point is that The company itself judges. Therefore, the secondary market investment is more concerned about whether the company can create a higher share in a highly certain market and establish a moat,†said a private equity firm in Beijing.
For the primary market, the above-mentioned Beijing private equity institutions said that capital is more concerned about the future potential of the company, that is, whether it can create a new market.
"But the driving factors of this round of artificial intelligence concept are the three aspects of algorithm, computing power and data. The investor screening project is also the three standards. Therefore, the first- and second-tier investors are the same in the general direction of investment." People added.
The reporter found that the current artificial intelligence application areas of equity investment institutions are concentrated in the financial, medical, transportation and other industries.
However, due to the fact that many companies are still in the early stage of development in the field of artificial intelligence, there is still some uncertainty in their performance. Therefore, there are many voices in the market that the current investment in AI has a “bubble†trend.
"The bubble must exist, especially for the primary market. From an investment point of view, it can only be said that the artificial intelligence bubble has no more obvious performance than other industries, because now the overall environment of the primary market and the previous market It’s different when it’s weak.†The aforementioned Beijing institutional sources said, “When investing, we are considering whether the bubble has reached an unacceptable level, but I don’t think it is yet.â€
Xiangyang said frankly: "Relatively, you may feel that there is a bubble when the expectation value is greater than the output, but the bubble actually helps to promote the development of the industry."
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