【大河财立方 记者 吴春波】ChatGPT概念股遭市场爆炒，三连板鸿博股份收到深交所关注函后当天回复。
2月9日，彩票龙头鸿博股份收到深交所下发的关注函，直指该公司旗下项目北京AI创新赋能中心相关进展，并要求鸿博股份说明相关业务可持续性和盈利模式，公司主营业务及经营环境是否发生重大变化，以及是否存在内幕交易。 On 9 February , a letter of concern was sent out to Hong Bo, the winner of the lottery, referring directly to the progress of the company's project, the Beijing AI Innovation Enabling Centre, and requesting Hungbo's shares to indicate the relevant business sustainability and profitability patterns, whether the company's main business and business environment have changed significantly, and whether there are insider transactions. 当日晚间，鸿博股份就发布问询函回复公告称，北京AI创新赋能中心项目公司英博数科尚处于初创时期。相关业务尚未产生营业收入与利润，未对公司财务数据产生重大影响，该项目可能存在新业务拓展风险、人才风险、技术风险、管理风险等风险。 On the evening of the day, Hung Bo responded to an enquiry notice that the Beijing AI Innovation and Empowerment Centre project company, Inbo, was still in its infancy. The business in question has not yet generated operating income and profits and has not had a significant impact on the company's financial data, and the project may have new business expansion risks, talent risks, technology risks, management risks, etc. 鸿博股份同时表示，经核查，公司控股股东、董事、监事、高级管理人员及其直系亲属不存在买卖公司股票的行为，没有存在或拟进行的减持计划，亦不存在涉嫌内幕交易的情形。 At the same time, the shares of 2月10日，鸿博股份上午开盘一字涨停。 On February 10, , the Hongbo shares opened in the morning and stopped. 受益资本市场ChatGPT热？ "bjh-p bjh-text-align-center" 鸿博股份已斩获三连板 "bjh-p bjh-text-align-center" 2月6日起，彩票龙头鸿博股份股票交易价格连续三个交易日涨幅偏离值累计超过20%，根据深圳证券交易所相关规定，属于股票交易异常波动的情况。 as of 6 February, a cumulative increase of more than 20 per cent in the value of three successive transactions involving stock exchange transactions of the lottery leader Hong Bo, which, according to the relevant provisions of the Shenzhen Stock Exchange, is subject to unusual fluctuations in stock transactions. 2月8日晚间，鸿博股份发布股价异动公告，否认存在应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协议等，也没有对公司股票及其衍生品种交易价格产生较大影响的信息。同时，鸿博股份还提到，2月5日，北京AI创新赋能中心核心基础设施AIDC （智算中心） 一期所有设备及配套软件已经全部到货，由英伟达提供的PREMIUMSERVICE也于2023年1月26日全面激活，将于2月16日接受券商及第三方技术监理机构验收探访。 On the evening of 8 February, Hongbo issued a stock price variation announcement denying that there were matters that should be disclosed but not disclosed or that were related to the matter, planning, negotiation, intent, agreement, etc., and that there was no information that would have a significant impact on the price of trading of company shares and their derivatives. At the same time, Hungbo also mentioned that, on 5 February, all the equipment and supporting software for the core infrastructure of the Beijing AI Innovation Enabling Centre, the ADC (Intelligent Centre) had been fully available, and that Premimoservice, which had been provided by British Welda, had been fully activated on 26 January 2023 and would be visited by voucher dealers and third-party technical supervisory bodies on 16 February. 鸿博股份称，北京AI创意赋能中心项目建成后，英伟达将为创新赋能中心及英博数科提供机器学习、深度学习、图像处理、自然语言处理、认知推理、AIoT等领域的AI技术资源和技术支持。鸿博股份则将与英伟达相结合，发挥各自优势，打造具有竞争力的产品及服务。 鸿博股份表示，英博数科将以北京AI创新赋能中心智算中心的商业应用和扩容建设为发展重点，将智算中心打造成为具备标杆示范作用的AI产学研基地。 北京AI创新赋能中心为该公司贴上了“AI”标签。鸿博股份预计在未来3年内于北京、深圳、武汉、上海以及福州分别建设5个超算中心，达到东部地区重要算力节点全面布局，各中心落成后将向社会单独提供高质量人工智能及高性能算力。 Beijing AI Innovation Enabling Centre labeled the company "AI". Hong Bo shares are expected to build five centres of excellence in Beijing, Shenzhen, Wuhan, Shanghai, and Fuku State over the next three years, to achieve a comprehensive layout of the key computing nodes in the eastern region, which will provide society with independent high-quality artificial intelligence and high-performance . 2022年11月，美国公司Open AI推出能够通过学习和理解人类的语言来进行对话，还能根据聊天的上下文进行互动的聊天机器人ChatGPT，上线5天后用户数量即超过100万、2个月后用户数超过1亿，用户数量增长迅猛。 In November 2022, the U.S. company Open AI launched ChatGPT, a chat robot that can interact by learning and understanding human language, and can interact according to the context of chatting, with more than 1 million users five days after coming online, and more than 100 million users two months later, with a rapidly growing number of users. 很快，ChatGPT在国内引起关注，Wind于2月1日推出了ChatGPT概念指数（8841669）。不久后，鸿博股份被市场贴上ChatGPT概念股标签，并一度引起投资者关注，该公司二级市场股价也在此前三个交易日连续斩获“一字涨停板”。 soon became a domestic concern for ChatGPT, and Wind launched the ChatGPT concept index (8841669) on 1 February. Shortly afterwards, Hungbo shares were branded by the market on the ChatGPT concept and, for some time, by investors, the company's second-tier market share price was “one word in a row” on the previous three trading days. 2月9日晚间，鸿博股份证券部工作人员在接受大河财立方记者采访时表示，近期ChatGPT和AIGC类话题引起热议，公司股票二级市场异动可能跟这个有关系，披露北京AI项目的最新进展，也是为了提示风险。 During the evening of 9 February, staff of the Hongbo Stock Exchange Department, in an interview with the financial Cube of the River, stated that the recent debate on the ChatGPT and AIGC categories had given rise to a possible link between the second-tier market movements in the company's stock market and the latest developments in the Beijing AI project, as well as a reminder of risk. 
彩票龙头跨界打造AI项目，
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能否扭亏仍待时间验证？
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公开资料显示，鸿博股份成立于1999年，于2008年上市，公司主业为安全印务，是国内彩票印刷行业龙头企业，目前已完成了布局全国的战略格局，公司业务涵盖彩票产业、安全印务包装产业、彩印产业、物联网产业、商贸及互动娱乐产业等领域。
在博彩行业，该公司是市场上唯一一家同时承担体育彩票跟福利彩票的印刷的企业。目前，鸿博股份控股股东为河南寓泰控股有限公司，直接持股比例为14.30%，公司实际控制人为毛伟。
in the lottery industry, which is the only company in the market to print sports and welfare lottery tickets at the same time. At present, Hongbo shares are held by Henan Bintai Holdings Ltd., with a direct share of 14.30%, and the company actually controls Mau Wei.
1月20日，鸿博股份披露了其2022年度业绩预告，预计实现归属于上市公司股东净利润为亏损5729万元～8593万元，较上年同期下滑726.87%～1040.26%。
On 20 January,
鸿博股份解释称，报告期内受新冠疫情及市场竞争双重影响，部分产品售价下调、成本增长，使得报告期公司毛利率降低，毛利较上年有所下滑。因融资、股权激励、厂房搬迁等事项使得报告期内期间费用较上年有所增长；同时对个别亏损较为严重的子公司，冲回其前期确认的递延所得税资产，导致所得税费用增长。公司持有的金融资产在报告期内公允价值变动收益及其分红均有所下降，该项变动属于非经常性损益。
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资料显示，为培育公司新的盈利点和助推产业升级，2022年8月，鸿博股份与中恒文化、英伟达、英博数科签署《合作协议》，在北京市共同合作打造北京AI创新赋能中心项目，以拓展人工智能产业。鸿博股份将充分利用资金和管理优势与英伟达丰富的技术经验相结合，打造具有竞争力的产品及服务，助力公司业务向人工智能产业拓展。
记者梳理发现，2022年8月份之后，在多次投资者关系活动中，北京AI创新赋能中心成为到访投资机构最关心的项目之一。
, a journalist found that after August 2022, the Beijing AI Innovation Empowerment Centre became one of the most interested projects in visiting investment agencies in a number of investor relations events.
新的一年，北京AI创新赋能中心能否达产实现盈利，进而助推鸿博股份扭亏，仍有待时间验证。
for the new year, the ability of the Beijing AI Innovative Enabling Centre to make a profit by contributing to the loss of Hongbo shares is still to be tested.
上市公司接连提示风险，
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ChatGPT概念股爆炒要降温？
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实际上，因为涉及ChatGPT概念股炒作而收到交易所问询函，鸿博股份并非唯一一家。2月7日，汉王科技收到来自深交所的关注函，2月8日，海天瑞声和云从科技也分别收到了来自上交所的监管工作函。
记者注意到，作为ChatGPT概念股，即便面临科创板20%的涨幅限制，海天瑞声和云从科技股价都在春节后短短8个交易日，实现涨幅翻倍。
而相关的关注函和监管工作函，也被业内人士认为可能是监管给ChatGPT短期持续爆炒降温的信号。
The related letters of concern and regulatory work at
2月7日，云从科技公告表示，未与OpenAI开展合作，ChatGPT的产品和服务未给公司带来业务收入。
On 7 February, the cloud announced that there was no cooperation with OpenAI and that ChatGPT products and services did not generate business income for the company.
2月8日晚间，海天瑞声公告表示，未与OpenAI开展合作，其ChatGPT的产品和服务未给公司带来业务收入，该领域对数据需求的发展趋势有待观察。请广大投资者务必注意投资风险，理性决策、审慎投资。
On the evening of 8 February, Hai Tin Swe announced that there was no cooperation with OpenAI, that its ChatGPT products and services did not generate business income for companies, and that trends in data demand in this area are to be observed. Investors at large are asked to be aware of investment risks, rational decision-making, and prudent investment.
2月9日，鸿博股份在深交所问询函回复中也提到，旗下北京AI创新赋能中心可能存在新业务拓展风险、人才风险、技术风险、管理风险等风险。
on 9 February, Hung Bo, in a detailed letter of inquiry, also mentioned the possible risks of new business expansion, talent risk, technology risk, management risk, etc. in the Beijing-based AI Innovation Enabling Centre.
近年来，沪深交易所在监管动态中多次明确了对异常波动股票的重点监控，并且对加剧市场波动等异常交易行为及时采取了监管措施，以期引导理性投资。
in recent years, deep exchanges have, on several occasions in regulatory dynamics, identified a focus on the surveillance of abnormally volatile stocks, and have taken timely regulatory measures on unusual transactions such as increasing market volatility, with a view to guiding rational investment.
尽管股票二级市场投机正引起监管关注，但ChatGPT可能带来新机遇仍引起券商关注。
Although stock market speculation is causing regulatory concern, ChhatGPT may bring new opportunities to the attention of bondholders.
方正证券表示，在需求端，ChatGPT概念持续火热将助力高算力芯片开发；而在供给端，高算力芯片需求旺盛也将为本土厂商带来新的发展机遇。
东莞证券则表示，随着微软将新的OpenAI模型整合至自身产品中，谷歌、百度等AI领军企业也宣布推出聊天机器人，未来有望将聊天机器人整合至搜索引擎甚至办公软件等业务当中，商业化应用有望加速落地。
责编:陈玉尧 | 审核:李震 | 总监:万军伟
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