AIGC
- 1652.616
- +21.976+1.35%
Star Evening News | Na Rui Radar, Jun Pu Asia Vets and others predicted profits for 2024. Fujian Foxit Software Development Joint Stock plans to acquire 51% equity in Tongban Information for 0.475 billion yuan.
① The Ministry of Commerce and 8 other departments: Explore efficient collaborative autonomous driving technology applications based on vehicles, roads, networks, clouds, and maps in multiple scenarios; ② The Financial Regulatory Bureau: Actively adapt to the trend of intelligent driving; ③ The installed capacity of renewable energy power generation in our country has surpassed that of thermal power generation for the first time.
[Data Watching] QUANSHANGETF trading volume surged, three leading funds raised nearly 0.5 billion to buy Hand Enterprise Solutions.
① The transaction volume of several QUANSHANGETF has greatly increased, among which the E Fund CSI Hongkong Bond Investment Theme ETF (513090) saw a 214% increase in transaction volume compared to the previous period. ② The AI Asia Vets Concept stock Hand Enterprise Solutions received a total Buy of 0.46 billion from three major first-line speculative positions.
TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.
① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.
In the past month, these listed companies have been "stepped over the threshold"! A list of stocks with high reception volume from Institutions visiting as part of the Xiaohongshu Concept group research.
① A list of listed companies that have received over 100 institutional visits in the past month is compiled (attached table). Wingtech Technology, Zhejiang Crystal-optech, and Huagong Tech are ranked in the top three; ② Xiaohongshu Concept stocks such as Yidian Tianxia, and CPO Concept stocks like Huagong Tech, Guanghe Technology, and Zhongji Innolight are all "on the list."
Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations
① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.
The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.
① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.
The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations
① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.
The repayment plan for Lingnan Convertible Bonds has been released, reducing Hold Positions for installment repayment, with the first installment repayment ratio being 10%.
① Lingnan convertible bonds have experienced a substantial default without the underlying stock being (Delisted), becoming the first case of a state-owned enterprise's convertible bond default. ② Behind the Lingnan convertible bond default is the common issue of cash collection faced by construction companies.
[Data View] Institutions and speculative funds are selling off Leo Group Co., Ltd. with powerful positions exceeding 0.4 billion to seize Zhejiang XCC Group.
① Leo Group Co., Ltd. under the Douyin concept stocks was sold by Institutions for 0.319 billion, with two major speculative seats combined selling 0.265 billion. ② Zhejiang XCC Group under the Robot Concept stocks was purchased by GTJA's Shanghai Haiyang West Road branch for 0.421 billion, and was bought by Huaxin Securities' Shanghai Wanping South Road branch for 0.204 billion.
OpenAI is entering the virtual assistant field as Asia Vets accelerates its move into the commercialization stage.
① OpenAI has announced the launch of a beta feature called Tasks for ChatGPT, marking the company's entry into the virtual assistant field. ② Market analysis suggests that this beta feature from OpenAI signifies its move towards the era of releasing autonomous AI (Agentic AI), with plans to introduce a large number of AI agents in the future.
The TikTok ban is approaching! Xiaohongshu has internationalized overnight; what changes will occur in the ecosystem of social applications in the USA?
Xiaohongshu may be able to gain the attention of American users through the TikTok incident, but as user enthusiasm wanes and there is no local market marketing, it is difficult for Xiaohongshu to have the same level of influence in the USA as TikTok.
Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.
① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.
Reminder of the risks of speculation in stocks on an eight consecutive limit up: there is a possibility of a quick drop at any time | Selected announcements after the market.
A warning on the stock that has hit eight consecutive涨停板 warns of the "musical chairs effect" risk, with last year's price increase "leader" expected to see a significant increase in Net income in 2024... What announcements are worth noting after today's market close?
Synthetic data or AI is the future hope, with Institutions forecasting an industry compound annual growth rate exceeding 45%.
① Musk stated that the data used for training AI models in the real world has almost been exhausted, and he believes that synthetic data is the solution for the future, allowing AI to generate its own training data. ② A Markets And Markets report indicates that the market size for synthetic data will increase from $0.3 billion in 2023 to $2.1 billion in 2028, with a compound annual growth rate of 45.7%.
Two companies have new developments: Changchun Up Optotech and Lingyun Guang's subsidiary Changguang Chenxin's IPO has been terminated. Sizhirui has updated the submission of financial materials | Star IPO Weekly Report.
① Changchun Up Optotech and Lingyun Optical are both publicly listed companies that hold more than 5% of the shares in Changguang Chinchip, with Changchun Up Optotech holding a share of 25.56%; Lingyun Optical holds 10.22%. ② The domestic surgical robot manufacturer Siasun Robot&Automation is a company that is listed under the fifth set of standards on the Star, with its core product being the "Kangduo" surgical endoscopic robot.
Tianyu Digital Technology's Chief Data Officer Wu Bangyi: Driving the transformation of embodied intelligence cannot be separated from 3D datasets | Financial interview
① Humanoid robots and embodiment intelligence have become a new arena for Global Technology and industrial competition, and at this year's CES 2025, they became the focal point of the event. ② Wu Bangyi, Chief Data Officer of Tianyu Digital Technology, stated in an exclusive interview with Caixin, that under the flourishing wave of humanoid robots, 3D data has risen to become the most critical foundational resource.
Chang Guangchenxin's Star IPO has been terminated, and the rationality of the hundred billion valuation has been questioned. Changchun Up Optotech and Lingyun Optics hold shares.
① The Shanghai Stock Exchange announced that Changguang Chanchip and its sponsor GTJA have withdrawn their application for issuance and listing, deciding to terminate the review of their Star board issuance and listing; ② Before the IPO was terminated, Changguang Chanchip was inquired by the Shanghai Stock Exchange regarding issues such as related party transactions, the rationality of the valuation, and whether it harmed the interests of public investors, to which Changguang Chanchip did not respond until February 2024.
Beijing Kingsoft Office Software, Inc CEO Zhang Qingyuan: Let AI become the central nervous system of every enterprise | Voices of AI Leaders ・2025
① In the past year, Beijing Kingsoft Office Software, Inc found the right direction in the field of AI: it should leverage its expertise at the application level, as future AI large models will definitely be implemented through applications; ② In the future, the goal of Beijing Kingsoft Office Software, Inc is to make AI the central nervous system of every enterprise, helping businesses establish their own 'corporate brain.'
Futu Morning News | The first show of the US stock market in the new year was turbulent, with Tesla falling over 6%, dragging down the Nasdaq; is the windfall for nuclear energy coming? AI Nuclear Power Concept stock Constellation rose over 8% against the
The revision of the final value of the USA manufacturing PMI for December releases Bullish Signals; Trump will hold a rally in Washington D.C. on the eve of the presidential inauguration; Tesla's Cybertruck is eligible this year for the maximum $7,500 USA tax credit.
In 2024, Douyin e-commerce sales increased nearly 40% year-on-year, and the Industry Chain continues to show a thriving development trend.
According to reports, in 2024, Douyin e-commerce sold 15.4 billion orders, a year-on-year increase of 39%. A total of over 53 million live-streaming sales have facilitated Trade, with nearly 0.15 million items achieving sales over one million yuan in the live-streaming rooms. Liu Wenzheng from Minsheng Securities stated that the e-commerce Industry continues to develop and evolve; in a complex Operation environment, Douyin e-commerce still maintains a vigorous growth trend.