ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.

① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.

cls.cn08:02

Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to incur a loss of 0.613 billion yuan in 2024, with revenue from AI-related IP licensing business accounting for approximately 40%.

① It is estimated that Verisilicon Microelectronics (Shanghai) Co., Ltd. will achieve a revenue of approximately 2.323 billion yuan in 2024, which is basically the same as in 2023; ② In the fourth quarter of 2024, revenue from Verisilicon Microelectronics (Shanghai) Co., Ltd.'s chip design business is expected to increase by approximately 81% year-on-year, and R&D expenses in 2024 are expected to increase by approximately 32% year-on-year.

cls.cnJan 20 23:54

Boe Technology Group expects to turn a profit with non-recurring net income for the first time in three years. Can the panel Industry continue the growth trend in 2025? | Interpretations

① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.

cls.cnJan 20 23:44

TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.

① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.

cls.cnJan 20 08:19

Expected to become one of the fastest-growing AI terminals! An overview of listed companies benefiting from AI toys.

1. Brokerage Research Reports indicate that AI toys have become the most promising direction in the AI to C sector and are expected to be one of the fastest-growing AI terminals. 2. According to incomplete Statistics, as of the time of reporting, 9 listed companies have responded about AI toy related Business on the interactive platform (see attached table).

cls.cnJan 19 11:49

In the past month, these listed companies have been "stepped over the threshold"! A list of stocks with high reception volume from Institutions visiting as part of the Xiaohongshu Concept group research.

① A list of listed companies that have received over 100 institutional visits in the past month is compiled (attached table). Wingtech Technology, Zhejiang Crystal-optech, and Huagong Tech are ranked in the top three; ② Xiaohongshu Concept stocks such as Yidian Tianxia, and CPO Concept stocks like Huagong Tech, Guanghe Technology, and Zhongji Innolight are all "on the list."

cls.cnJan 18 15:54