Volcano Engine launches the Doubao visual understanding model! The leading stock has achieved two consecutive 20CM price increases. An overview of the list of A-share partners for ByteDance's two major engines.

① Volcano Engine released the Doubao visual understanding model. Brokerage Research Reports indicate that in the future, ByteDance may form a hardware product matrix centered around Doubao AI, while the huge volume engine plays a crucial role among various traffic distribution channels. ② A list of A-share listed companies collaborating with Volcano Engine and Huge Volume Engine has been compiled (see attached table).

cls.cnDec 22 15:43

The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 17 00:51

Inquiry for transfer frequently occurs! The trade volume on the Star exceeds 5 billion, public funds become the Block Orders.

① According to data from Xingkuang Statistics, as of December 13 this year, 28 companies on the Star have announced their inquiry transfer situations, an increase of about 1.5 times compared to the same period in 2023; over 40 Shareholders are involved in the inquiry transfer; the total amount involved exceeds 5.1 billion yuan; ② In terms of the categories of Institutions receiving the transfers, public Funds have become the main force for taking over. Among them, Nord Fund has the highest number of allocations.

cls.cnDec 15 19:50

Shanghai Friendess Electronic Technology Corporation: In Q4, downstream demand has rebounded sequentially and plans are underway to establish a presence in Europe | Direct coverage of the Earnings Conference.

① The Chairman of Shanghai Friendess Electronic Technology Corporation, Tang Ye, stated that the company's (Asia Vets welding) products are mainly aimed at the Steel structure Industry, with the downstream primarily consisting of Siasun Robot&Automation manufacturers and integrators. Since the beginning of the year, the number of customers forming Trade with the company has gradually increased; ② In terms of overseas channels, the company has already established a presence in South Korea and is preparing to set up a location in Europe.

cls.cnDec 13 19:44

Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications

① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.

cls.cnDec 12 08:10

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.

cls.cnDec 12 08:09