[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.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.
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.
[Data Watch] Multiple Penghua Guozheng Semiconductor Chip ETFs see a surge in trading volume, with strong speculators offloading over 0.5 billion worth of Visual China Group.
① The trading volume of multiple semiconductor and Chip ETFs has significantly increased, with the trading volume of the Penghua Guozheng Semiconductor Chip ETF (512480) rising by 112% compared to yesterday. ② Visual China Group, a concept stock of Douyin, is facing intense competition from several leading retail investors, among which HTSC's Tianjin Dongli Development Zone Erwei Road Trading Department sold 0.509 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.
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.