[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.
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 Watch】Multiple Robot Concept stocks were sold off by Institutions, while strong speculators invested over 0.4 billion to acquire shares of Visual China Group.
① Many Robot Concept stocks have been significantly Sold by Institutions, among which Shanghai Beite Technology was sold a total of 0.234 billion by three institutions. ② The bean bag concept stock Visual China Group received a net Buy of 0.443 billion from GTJA Shanghai Branch.
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.
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OpenAI's 12-day event opens, and AI applications are expected to receive continuous stimulation.
① OpenAI's 12-day event has commenced. On the first day of the event, OpenAI founder Sam Altman stated that what is being released today is the "full version" reasoning model o1 and ChatGPT Pro. ② Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more AI blockbuster products will emerge in the future, continuously driving growth in the media market.