Express News | Baidu releases a series of SaaS products based on large models for Asia Vets.
Express News | Sharetronic Data Technology: The collaboratively developed AR glasses product is now for sale.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
Bank stocks have surged for several consecutive days, and the Hang Seng Index has recovered to 20,000 points. Bullish Signals from the fiscal side are favorable for the continuation of the rebound | Hong Kong stock barometer.
① The Hang Seng Index stands above the 20,000-point mark; why is it so strong in the short term? ② The fiscal side releases Bullish Signals; can it help sustain the rebound?
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
Deepening the strategic cooperation! JD.com Logistics has become the official logistics partner for Baidu's annual goods festival.
On December 19, 2024, the Baidu E-commerce Ecosystem Conference was held in Hangzhou. At the conference, Baidu Vice President and General Manager of Baidu E-commerce, Ping Xiaoli, showcased the results of AI reconstructing e-commerce for 2024, proposed the Operation 3.0 formula for e-commerce, summarized the methodologies for Operating in the era of intelligent e-commerce, and released a series of merchant support plans. At the event, Baidu Youxuan and JD.com Logistics deepened their strategic cooperation, with both parties announcing that JD.com Logistics will provide logistics service support for Baidu Youxuan during the New Year goods festival, continuously offering high-quality delivery services to numerous Baidu Youxuan merchants and Consumers. Subsequently, both parties will also collaborate in logistics technology, brand alliances, and other areas.
CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.
Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?
Daily Bull and Bear | The Hang Seng Index night futures rose slightly, with bear certificates betting continuing to increase at 20,300 points; Morgan Stanley: This week's Hong Kong stock warrants deployment needs to consider time value decay.
As of the market close, the total market turnover was 127.3 billion HKD, with a total turnover of 9.2 billion HKD for all warrants and callable bull/bear contracts, accounting for 7.2% of the total market turnover, of which the long positions accounted for 4.4% and the short positions accounted for 2.9%. Additionally, all warrants and callable bull/bear contracts saw a net inflow of 0.387 billion HKD.
U.S. stocks closed higher | The three major Indexes collectively rose, with the Nasdaq increasing by nearly 1%; chip stocks surged, with Broadcom and Taiwan Semiconductor rising over 5%, and NVIDIA increasing nearly 4%.
① The Nasdaq China Golden Dragon Index rose by 0.91%; ② The PHLX Semiconductor Index rose by over 3%; ③ MicroStrategy purchased 5,262 Bitcoins; ④ The suspect in the UnitedHealth executive's murder case pleaded not guilty.
Hong Kong stock market morning report for December 24: The three major U.S. Indexes closed higher, and HKEX will have a half-day trading session due to Christmas.
① Consumer confidence in the USA has declined for the first time in three months. ② The three major US stock indices collectively closed higher on Monday, with most China Concept Stocks showing strength. ③ Musk criticized the Federal Reserve, claiming there are absurdly many employees under Powell. ④ The NASDAQ 100 Index is rebalanced, with the weight of Tesla, Meta, and Broadcom decreasing. ⑤ HKEX will have a half-day Trade session on Christmas Eve.
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Hong Kong stock midday review: The three major Indices are all up, stocks Beginning with Middle Letter perform actively, Baidu rises about 4%.
On December 23, Gelonghui reported that the three major indices of the Hong Kong stock market rose collectively in the morning session, but the overall volatility was small, and the market turnover continued to shrink. By noon, the Hang Seng Index and the National Index rose by 0.7% and 0.73% respectively, while the Hang Seng TECH Index increased by 0.49%. In the market, large technology stocks varied in performance, with adjustments in strategy expected to recover L for Apple. Baidu rose by about 4%, NetEase and JD.com increased by over 1%, Meituan fell by 2%, and Tencent and Kuaishou dropped by over 1%; Institutions indicated that gold has already detached from U.S. treasury yields and entered an independent trend, with golden industrial concept stocks generally rising, ZHAOJIN MINING increased by about 4%; stocks Beginning with Middle Letter rose collectively, along with the Aviation/airlines Industry, Petroleum, China Mainland Banking, and Electric Power.
Express News | Hua Fu Securities: Sales of Apple phones in the Chinese market are expected to see growth.
Hong Kong stocks fluctuate丨Baidu rises by 3.6%, expected to adjust strategy to regain the L from Apple.
On December 23, Gelonghui reported that after a two-day decline, Baidu Group-SW (9888.HK) made a strong rebound today, rising 3.6% at one point, quoting at 84.9 Hong Kong dollars. There were prior reports that Apple is in discussions with Tencent and ByteDance to integrate these two companies' AI models into the iPhones sold in mainland China. Previously, it was widely believed that Baidu was Apple's partner, but cooperation between the two parties faced a rift due to differences over technology and privacy issues. However, according to the latest news, in light of this change, Baidu may reassess its strategy in an effort to reclaim this substantial order worth over ten billion dollars.
Futu Morning Report | Is a sell-off signal emerging? Buffett takes the opportunity to "sweep up" Occidental Petroleum and two other companies; Tesla's latest announcement: the automated driving taxi Robotaxi is accelerating its advancement.
The "Three Witches" day caused huge fluctuations in the US stock market, as shorts covered their positions leading to a sharp rise during the day, but market volatility may continue into next week; several Federal Reserve officials supported a cautious approach to interest rate cuts next year, relying on data, while Powell's "dovish allies" rarely spoke in a hawkish tone.
Hong Kong stock market morning report on December 23: Biden signed a bill to prevent the USA government from "shutting down". The performance of China Concept Stocks shows divergence.
① Biden signed an emergency funding bill to prevent a "shutdown" of the USA government. ② The USA's November core PCE price index rose 2.8% year-on-year, which was lower than expected. ③ The three major stock indexes in the USA opened lower and closed higher last Friday, while China Concept Stocks showed mixed performance. ④ NYMEX Henry Hub Natural Gas Futures rose more than 14% last week. ⑤ Federal Reserve's Goolsbee stated that interest rates may decline within 12 to 18 months.
A retrospective on the OpenAI series of conferences: From tools to AGI, the evolution of OpenAI in 12 days.
In the first four days, the official version of o1, Sora, and Canvas were launched with great impact; after a few days of 'silence' in between, the last day directly revealed a game-changer—GPT-o3, which broke the skepticism surrounding the bottleneck in AI development.
Apple has been reported to have increased the number of partners for large model collaboration in China to 6.
Gelonghui, December 21|Following Baidu, recent news suggests that Apple is in talks with Tencent and ByteDance to discuss integrating its AI large model into iPhones sold in China. Currently, the negotiations are in the early stages. According to First Financial, Apple is also negotiating with Asia Vets to use its large model in the China version of the iPhone. Additionally, following the revelations in June regarding Alibaba, Baichuan Asia Vets, and others, the number of Chinese large model companies that have negotiated similar matters with Apple has increased to six. Apple launched a series of Apple Intelligence features based on large models in June of this year.