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.
The Byte Volcano Engine Developer Conference is about to begin, and the performance of domestic AI applications is expected to be rapidly released.
On December 19, the developer forum of the Volcanic Engine Winter FORCE Power Conference will be launched, focusing on the practices of the Volcanic Engine in the development, application, and implementation of large models. Northeast Securities' Wu Yuanheng believes that next year will be a significant year for domestic AI software and Hardware, driving rapid performance releases of related leading applications and Hardware companies.
[Data analysis] The trading volume of the CSI Cons Stap ETF surged 11 times, with multiple speculators fiercely competing for Sunwave Communications.
1. The trading volume of multiple U.S. stock-related ETFs surged, with the CSI Cons Stap ETF (159529) seeing a 1163% increase in trading volume compared to yesterday. 2. During intraday trading, Sunwave Communications experienced a 'ceiling floor' event, with three top-tier trading firms collectively buying nearly 0.3 billion, while two other top-tier firms collectively sold 0.174 billion.
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.
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 value space may be ten times that of Jian Ying, which means the AI Industry Chain is expected to receive continuous catalysis.
① In May this year, Jianying launched the AI creation tool called Dream. Subsequently, the new models introduced by ByteDance in areas such as text-to-image and image-to-video were mostly implemented in Dream at the first opportunity. ② HTSC believes that ByteDance's new video models will be applied to areas related to content creation, and companies with core directors, creative talents, and IP resources are expected to benefit in the future.