拓爾思(300229.SZ):大規模優質數據資產和AI工程化落地能力是公司核心優勢
格隆匯5月25日丨拓爾思(300229.SZ)近日接受機構調研及召開電話會議,問答環節中,就“隨着國內廠商陸續推出大模型,未來是否會有更多的企業具備研發大模型的能力,是否會給公司帶來挑戰,公司的優勢集中在哪些方面?”,公司回覆稱,公司密切關注行業動態及產業政策,目前國內、國外眾多廠商都在研發、構建通用大模型,主要圍繞基座大模型的內容生成,多輪對話、語義理解和多模態交互等主要功能的展示和試用,但是我們認為大模型的方向應該是場景落地、私有化部署、價值觀對齊和數據安全、業務系統的集成和形成閉環以及性價比都是場景落地過程中要解決的關鍵問題。要把通用大模型變成專業大模型,需要解決大模型和知識庫的結合,提升內容生成質量和數據安全性等關鍵問題。拓天大模型(以下簡稱拓天)的主要優勢是具有海量全域的實時數據能力,多模態大模型的聯調能力,拓天在基座數據擴充、增量預訓練、指令微調、插件增強等方面都做了大量的研發工作,形成了面向政務的拓天G、面向媒體的拓天M和麪向金融的拓天F三大專業模型。大規模優質數據資產和AI工程化落地能力是拓爾思核心優勢。
在數據資產和行業知識資產方面。公司自2010年自建大數據中心,擁有3大專業IDC機房,已積累數據總量超1400億條,每日新增數據量高達1億多條,秒級採集更新。並且,公司擁有30+大類通用、行業/領域知識庫;31000+標籤規則;100+通用NLP和300+行業/領域深度學習算法模型的模型工廠等,可面向不同行業、不同落地場景對數據進行知識模型的加工。
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