2023-05-05 10:30:00
– Hot gazes are concentrated on stocks related to “generative AI,” “semiconductors,” and “inbound”-
Markets up to this spring were swayed by concerns about an economic recession centered on the United States and concerns about the financial system. These factors are likely to continue to shake the market through the middle of the year and into the latter half of the year. On the other hand, the Tokyo market was highly evaluated for “low PBR correction” and “wage increase”, and the Nikkei Stock Average reached the 29,000 yen level in May, showing a strong price movement that hit a new high since the beginning of the year. Future themes to watch are “generative AI,” which has been in the limelight with “Chat GPT,” “semiconductors,” which have become an international strategic commodity, and “inbound,” which will be revived with the resumption of the economy. We will introduce 3 stocks of each theme that are active in the market after Golden Week (GW). Part 1 will cover “generative AI”.
(1)[Generate AI]
News releases that dance wildly, to sort out the accuracy of “monetization”
Generative AI, such as the interactive AI “Chat GPT,” is impacting society. It can be said that there is no day without touching on related news, such as being used in the Diet question and answer session. Recently, there have been a series of announcements from companies introducing generative AI into their businesses, but the focus in the stock market is still on the possibility of monetization. There is no doubt that investor funds will be concentrated in stocks that are likely to increase profits through solutions for companies seeking to innovate their operations and innovative development of existing services.
●ｐｌｕｓｚｅｒｏ <5132> [東証Ｇ]- Contributing to improving the reliability of “GPT-4”
Recently, we have disclosed materials for investors on the relationship between our proprietary AI technology “AEI” and the latest technology platform “GPT-4” used for chat GPT. The content states that AEI’s technology will contribute to further improving the accuracy and reliability of GPT-4. As an example, it is expected that AEI will be used to check chat GPT responses. It is said that the existence of chat GPT also has a mutually complementary relationship, such as accelerating the development of AEI. It is highly likely that this will further enhance the competitiveness of the company’s AI solutions business for enterprises.
● Metalial <6182> [東証Ｇ]~ Interest in speedy business development such as training of experts
Subsidiary Rosetta is attracting attention as it has embarked on a partnership with AI development company APTO (Shibuya-ku, Tokyo). According to Metareal, in order to deepen generative AI, human adjustment work called “RLHF” is required, and in order for companies to achieve advanced results through generative AI, human resources with skills called “prompt engineers” are needed. is essential. Through this alliance, the company plans to develop experts and provide them to companies, but it stands out for its willingness to respond quickly to changes in the business environment. .
● Bengo4.com <6027> [東証Ｇ]~Lead in the application of generational AI for judicial and contract work
It is positioned as a company that plays a core role in the application of generative AI in the legal field. In February, he announced the establishment of the “Professional Tech Lab” for the purpose of researching services that utilize language models such as GPT-4. Consider new services such as legal consultation and contract consultation chat using data from the electronic contract service “Cloud Sign”. Although the company’s non-consolidated financial results for the third quarter of the fiscal year ending March 2011 (April-December 2010) showed a final decline in profit, it is said that CrowdSign has entered the harvest period from the investment phase. As the profit recovery scenario of this term lies, the application of generative AI is likely to bring synergy to the business.
★From May 3rd to May 7th, “Golden Week Special” and other “28 episodes” will be distributed. Please stay tuned.
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