Exploding Concepts in Kimi: Building a Robust Model-as-a-Service Ecosystem for AIGC, with China's Market Size Projected to Exceed 1.144 Trillion Yuan by 2030

Kimi Concept Ignites Stock Market Surge: AI Model Stocks Climb

The Kimi concept has sparked a remarkable surge in the stock market, with companies like Huace Film & TV and Haitaisheng Technology hitting their daily trading limits of 20%. Zhangyue Technology also saw a significant uptick in trading volume, while several undervalued stocks in the sector enjoyed impressive gains. On March 20, the Kimi concept distinguished itself by boosting other AI-related stocks, including Dian Guang Media and Yinli Media, also reaching their daily limits. This upward trend parallels earlier excitement surrounding Pika and Sora, invigorating the AI model and AIGC (Artificial Intelligence Generated Content) sectors, with Kimi emerging as a key player for Chinese models.

Investor enthusiasm for Kimi reflects the momentum generated by its predecessors. Kimi’s smart assistant has captured significant attention, especially following Moonshot AI's announcement on March 18 that they are launching a 200,000-word contextual testing phase. According to Machine Heart data, the forthcoming GPT-4.5 Turbo will feature a context window of 256,000 tokens, significantly enhancing Kimi's capabilities to process long text by tenfold. Additionally, Kimi's ranking on free app lists soared from 436 on January 14 to 11 by March 19, coinciding with visitation numbers nearing 3 million in February, marking an outstanding growth of 104.99%.

Since its founding in March 2023, Moonshot AI has quickly made its mark in China's AI model landscape. With a team behind major models like Google Gemini and Pangu NLP, the company secured over $1 billion in funding, bringing its valuation to approximately $2.5 billion. Within months, it shifted from general modeling to applied solutions, launching Kimi as its first consumer-focused product to penetrate the consumer market.

Kimi's smart assistant enhances productivity through various functions, including:

1. Long Text Summarization: Efficiently summarizes extensive literature through questions and document uploads.

2. Real-time Search: Delivers detailed answers with sources, enriching conversation quality.

3. Data Processing: Organizes complex data into tables for easier analysis and improved efficiency.

4. Code Assistance: Supports understanding and writing of code.

5. Interactive Chats: Kimi Chat offers personalized interaction experiences, even mimicking celebrity conversations.

6. Translation Services: Facilitates seamless multi-language translation for better communication.

The AI model sector is evolving rapidly, targeting the potential of a trillion-dollar industry through innovations like Kimi. Many companies report outstanding results with their AI models, such as Dongguang Media’s significant investment in Aishi Technology, whose international product, Pix Verse, is set to launch in January 2024. This positions it as the largest AI video generation product globally, further boosting Dongguang's stock value.

OpenAI's introduction of "Sora" on February 16, a new generative AI model capable of producing up to 60 seconds of video from text prompts, also highlights the growing capabilities of this sector. Analysts note Kimi’s strong performance among Chinese models, pinpointing three areas for future exploration:

1. Ongoing advancements and the introduction of multimodal capabilities in Chinese models to enhance application layers.

2. The integration of models like Kimi to significantly elevate application performance.

3. The utility of models as content production tools, which can revolutionize sectors such as film, short dramas, and gaming by boosting productivity and content quality.

The advancements in AI multimodal models are set to reduce production costs across industries, broadening commercialization opportunities and instigating significant transformations. As companies like Pika, Runway, Stable Video, Sora, and Kimi push the innovation envelope, AIGC technology stands ready to revolutionize content production, impacting a wide array of sectors and rapidly altering everyday life.