Byte's "Eye-catching Bag" has ignited interest in AI toys, but the company claims it does not intend to sell them to the public.
① The "Eye-catching Bag" is just a gift given to customers by Volcano Engine, and ByteDance does not plan to launch this toy on the market. ② AI toys have a long payment cycle and high market growth, making them one of the best scenarios for large models to take root, with the potential to meet some of the user demand for traditional children's toys, millet products, Smart Speakers, and AI virtual companionship applications.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.
OpenAI's 12-day event opens, and AI applications are expected to receive continuous stimulation.
① OpenAI's 12-day event has commenced. On the first day of the event, OpenAI founder Sam Altman stated that what is being released today is the "full version" reasoning model o1 and ChatGPT Pro. ② Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more AI blockbuster products will emerge in the future, continuously driving growth in the media market.
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
Increase investment in shanghai film! Shanghai film general manager Dai Yun: The integration of IP business and traditional business will become increasingly high.
① Recently, shanghai film announced its intention to acquire 19% of the shares in shanghai film yuan held by shanghai film group and shanghai beauty film. After the completion of this trade, the equity structure of shanghai film yuan will be 70% held by the company, 30% held by shanghai beauty film, and shanghai film group will no longer hold shares directly. ② At the 'Shanghai Film Power Sharing Conference' held yesterday, the general manager of shanghai film, Dai Yun, revealed that the integration of the company's IP business with traditional business will become increasingly high in the future.
Large cap weakens, decline in number of moviegoers, shanghai film performance under pressure in the first three quarters | interpretations
①Affected by the weak performance of the large cap film market this year and the decrease in viewership, shanghai film's revenue and net profit in the first three quarters declined year-on-year. ②Considering the smooth progress of the company's major IP business, a heavyweight animated film is scheduled for release next year, institutions predict that the company is expected to have a prosperous year in terms of products next year.