Ping An Securities: The Doubao large model family has been upgraded, enhancing productivity and highlighting the potential for edge applications.

Under the trend of intelligence, the upgrade of the large model family has improved performance and lowered the threshold, and Byte's bean bag large model is expected to accelerate the implementation of AI on the client side.

Zhitong FinanceDec 19 17:11

Tianfeng: The new visual model of Doubao SOC+CIS+storage is expected to benefit significantly.

With the landing of AI applications, there is hope for rapid growth in AIoT demand; as the core chip, technological innovation in SOC combined with AI demand is expected to drive an increase in both volume and price of AI SOC; the rich visual downstream application scenarios are likely to boost the demand for visual SOC and CIS.

Zhitong FinanceDec 19 15:40

Express News | Volcano Engine collaborates with Shanghai Fortune Techgroup and others to create AI voice toys.

BreakingsDec 18 19:45

The A-share AI glasses Concept stocks rise, with Zhongke Languang increasing by over 15%.

On December 11, Glonghui reported that Zhongke Lanyun, Bestechnic (Shanghai) Co., Ltd., and Mingyue Lens all rose over 13%, while Tianjian Co., Jiangxi Firstar Panel Technology, Quectel Wireless Solutions, YingTong Telecommunication, and Shenzhen Zowee Technology previously hit the daily limit. A Research Report by Sinolink pointed out that AI glasses equipped with audio and cameras will be the best wearable devices for the application of current AI models in 2025. With the enhancement of multimodal model capabilities and the maturity of AI Agents, product functionality and application scenarios will see a significant increase, maintaining a bullish outlook on the large-scale release of AI glasses in 2025.

Gelonghui FinanceDec 11 11:11

A-shares in the Semiconductors Concept fluctuated and rose sharply, with Beken Corporation reaching the daily limit.

On December 11th, Gelonghui reported that Beken Corporation hit the limit up, while Bestechnic (Shanghai) Co., Ltd., Purun Co., Ltd., Shanghai Belling Corp., Ltd., Tailin Microelectronics, Dongxin Co., Ltd. and several other stocks rose over 5%.

Gelonghui FinanceDec 11 10:57

Express News | On the 13th, the stock equity registration took place, with Bestechnic (Shanghai) Co., Ltd., Xiamen Bank Co., Ltd., and Deshi Co., Ltd. offering the highest dividend strength.

BreakingsDec 11 08:12