Circus --- Launching a new business, comprehensive support for corporate DX through the integration of generative AI and "Microsoft Power Platform".
Sakurace <5029> announced on the 24th that it will start a new business utilizing generative AI technology and the "Microsoft Power Platform" to comprehensively support companies' digital transformation (DX). This business will provide comprehensive solutions to rapidly achieve operational efficiency and value creation through the optimization of enterprise architecture. This initiative aims to accelerate digital transformation (DX) for companies.
Express News | It is reported that Hu Yunhua has joined Zhihub as the head of Zhihub Qingyan, with no official response so far.
Express News | Microsoft and Alibaba veteran Hu Yunhua joins Zhipu as the head of C-end applications.
Dongbei Securities: Initiates a "Buy" rating on EDIANYUN as signs of a turnaround in IT service performance are starting to emerge.
Northeast Securities released a research report stating that it has initiated coverage on EDIANYUN (02416) with a "Buy" rating. The firm expects that during this economic cycle, an increasing number of small and medium-sized enterprises will enhance their risk resistance by leasing equipment from office equipment suppliers. The company's performance is expected to continue growing, with projected revenues of 1.336/1.604/2.13 billion yuan and net income of 0.047/0.148/0.267 billion yuan for 2024-2026. The main points of the report are as follows: the company provides on-demand office IT integrated solutions and other services through cloud-based office.
Research and development investments are close to the combined sum of BAT! Does ByteDance want to become China's OpenAI?
Zheshang stated that ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024, approaching the total of Baidu, Alibaba, and Tencent (about 100 billion yuan). Research and development investments significantly lead their peers; analogously, just as Microsoft is strongly investing in OpenAI, ByteDance in China may be comparable to OpenAI in the USA.
Canalys: In the third quarter, PC shipments in the USA increased by 7% year-on-year, reaching 17.9 million units.
According to Canalys, in the third quarter of 2024, PC shipments in the USA (excluding tablets) rose by 7% year-on-year, reaching 17.9 million units.