The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
[Data Viewing] Three major first-tier funds join forces to seize Guoguang Electric, while Algo funds fully activate to trade multiple stocks.
① AI glasses Concept stocks Guoguang Electric received Buy from three leading speculative funds, with a total Buy amount exceeding 0.4 billion. ② Algo funds have been highly active recently, today multiple stocks were subject to Algo trading, among which Visual China Group received a Buy of 0.117 billion by the Shanghai branch of CICC while selling over 50 million.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
Doubao has become the 2CAI product with the most users, and the Industry Chain is expected to see explosive growth.
① Recently, the signing ceremony of the "Doubao Large Model System Applications Joint Laboratory" by Peking University and ByteDance, along with the academic seminar on "Intelligent Software Technology and Ecology for Large Models," was grandly held at Peking University Yingjie Exchange Center. ② Doubao has become the most widely used 2CAI product. In the global monthly active user ranking for November, the MAU of the Doubao APP reached 59.98 million, ranking second globally.
The collaboration with the Doubao large model will be conducted in multiple stages. The Doubao Concept stocks rose over 11%. This week, Institutions extensively researched the relevant listed companies.
① Zhongke Lankun released the institutions' research summary on Friday, indicating that the cooperation with Doubao large model will be conducted in multiple phases. The Xunlong third-generation BT895x chip product is the second headphone product in the market that supports Doubao large model AI. In the secondary market, Zhongke Lankun closed with an increase of over 11% on Friday. ② A summary of the Global Sectors that institutions are paying most attention to this week (attached table), a list of listed companies (attached stocks), and the latest research on Doubao Concept stocks.
Track Hyper | Bean Bag sweeps the army: Zhongke Lanxun takes advantage of the situation to eat to capacity.
An independent AI terminal detached from the phone, a source of wealth?