Changes in Hong Kong stocks | Some AI application stocks are rising, and the dark side of the moon is officially open source, Kimi K3 model agency indicates a drastic shift in open source model capabilities

Zhitong Finance App learned that some AI application stocks were higher. As of press release, Extreme Vision (06636) rose 9.55% to HK$83.2; China Software International (00354) rose 8.96% to HK$3.65; MyFTSE (02556) rose 4.98% to HK$42.2; Kingdee International (00268) rose 4.87% to HK$7.53; Jinshan Software (03888) rose 1.78% to HK$25.1.

According to the news, on the evening of July 27, according to the official WeChat account of Dark Side of the Moon, Dark Side of the Moon officially opened the Kimi K3 model. Kimi K3's model weights and technical reports were officially released, and key infra technologies supporting Kimi K3 model training: MoonEP, FlashKDA, and AgentEnv were open source. Dark Side of the Moon said that now everyone can download and deploy the Kimi K3 model, whether for internal R&D or embedded into products for end users, and can be used freely.

Guosheng Securities said that the significant shift in open source model capabilities will raise the “bottom line” of the entire industry, and is optimistic that downstream application penetration and token consumption will accelerate in the second half of the year. As the frontier of open source rapidly approaches closed-source SOTA, the “minimum level of capability” that the entire industry can obtain is significantly raised, and downstream application developers can use near-cutting-edge capabilities at a lower cost. The bank believes that the most beneficial are application/agent chains with real scenarios, data barriers, and engineering capabilities.