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.
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.
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.
Zhewen Interactive Group plans to opportunistically reduce Shareholding in Dou Shen Education, having previously participated in the bankruptcy restructuring with 0.145 billion yuan.| Quick read of the announcement.
1. Zhewen Interactive Group currently holds 61.0576 million shares of Bean Education, accounting for 2.95% of the total share capital of Bean Education; 2. In July 2023, Zhewen Interactive Group invested 0.145 billion yuan to participate in the restructuring of Bean Education, acquiring 96.6667 million shares at a purchase price of 1.5 yuan per share; 3. As of today's close, the stock price of Bean Education is 10.17 yuan per share.
OpenAI has released the AI video generation model Sora, and the core AI application companies are expected to achieve rapid growth.
① OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input desired scenes, and Sora will return high-definition video剪辑 results. ② china galaxy recommends continuously focusing on the growth of domestic AI applications and their monetization capabilities.
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.