Large-scale all-in-one machines are becoming a trend! The importance of model fine-tuning is highlighted. Inspur Electronic Information Industry's latest entry into the industry.
①All-in-one machines have become a popular trend in the commercial exploration of large models, with large model manufacturers, ICT service providers, and ISV service providers all making layouts. ②At present, in the publicly tendered AI projects, hardware and services account for over 90% of the total amount, and Inspur Electronic Information Industry's all-in-one machine integrates hardware with solutions tailored for large models. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.
Shenzhen Transsion Holdings Co., Ltd.: New products will be launched one after another in the second half of the year to continue to implement the shareholding plan | Direct hit at the earnings conference
1. shenzhen transsion holdings co., ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, AI, charging, and basic experience; 2. Zhu Zhaojiang stated that the current shareholding plan of the company has not been fully implemented yet, and the shareholders will continue to fulfill the relevant shareholding plan.
National Silicon Industry Group: downstream customers of silicon wafers are still destocking | A closer look at the earnings conference
In the first half of 2024, the global semiconductor market overall showed some improvement, but the recovery was slower than expected, and the global silicon wafer shipments still demonstrated a year-on-year decline. Director and CEO of the national silicon industry group, Qiu Ciyun, stated that both customer-side and company's own inventory digestion are ongoing.
Teslink is sprinting to become the first stock of AIoT in china, with strategic investments from jd.com, SenseTime, iflytek co.,ltd., and others.
Tesla has submitted a prospectus to the Hong Kong Stock Exchange, with citic sec and haitong int'l acting as joint sponsors. Established for 9 years, Tesla has conducted a total of 9 rounds of financing, with the D round financing reaching as high as 2 billion RMB.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
Jiangsu Zhongtian Technology: Global submarine cable demand enters a new cycle of prosperity. Semi-solid state cell products have been successfully developed. | Directly at the earnings conference
① Chairman Xue Jiping of jiangsu zhongtian technology stated that the global submarine cable demand has entered a new cycle of prosperity, with a significant year-on-year growth in overseas orders; ② General Manager Lu Wei of jiangsu zhongtian technology stated that the company has developed 100Ah-230A semi-solid cell products, which will mainly be used in large-scale energy storage projects.