Goertek Inc. has spun off "Goertek Microelectronics" from Qingdao, ShanDong, and has submitted a prospectus to plan for an IPO in Hong Kong, co-sponsored by China International Capital Corporation, China Securities Co.,Ltd., CCB International, and UBS Gro
ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.
① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.
Expected to become one of the fastest-growing AI terminals! An overview of listed companies benefiting from AI toys.
1. Brokerage Research Reports indicate that AI toys have become the most promising direction in the AI to C sector and are expected to be one of the fastest-growing AI terminals. 2. According to incomplete Statistics, as of the time of reporting, 9 listed companies have responded about AI toy related Business on the interactive platform (see attached table).
The increase in potential customers and high demand across multiple fields means that Espressif Systems expects record high revenue and profit for the entire year of 2024.
① Espressif Systems expects to achieve revenue of 1.985 billion yuan to 2.015 billion yuan in 2024, with net income of 0.3 billion yuan to 0.34 billion yuan, setting a new annual historical high; ② The ESP32 series chips from Espressif Systems can be used in AI hardware products for children's companionship and early education, providing a one-stop hardware solution for AI trendy toys, including edge audio and video processing, among others.
The leading company in Consumer Electronics worth hundreds of billions surged nearly 20 centimeters, while Lens Technology has two major highlights in today's performance.
① Lens Technology leads the Consumer Electronics Sector today, with a latest Market Cap surpassing 130 billion yuan. ② The synergy between hardware innovation in the fruit supply chain and AI drives a new upward cycle, and the components supply chain is expected to benefit from the sales growth in related fields.
At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.
According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.