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.
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.
[Data Viewing] Institutions are actively acquiring multiple Copper high-speed connection Concept stocks, while four speculative funds are jointly offloading Leyard Optoelectronic.
① Multiple copper cable high-speed connection concept stocks have been bought by Institutions, among which Ruikeda has been bought by four Institutions for 0.276 billion. ② AI glasses and Robot Concept stocks Leyard Optoelectronic have been sold by four retail trading spots, with a total selling amount exceeding 0.48 billion.
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.
[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.