Baidu has launched an AI-based social app with simulated human interaction. Institutions suggest paying attention to the progress of multimodal technology.
According to media reports, Baidu recently launched an AI social app named 'Wen Xiaoyan'. Based on the Wenshen large model technology, it is an artificial intelligence application service that enables real-time communication, interaction, and emotional connections with AI virtual characters. Pacific Securities believes that applications developed based on multimodal models have more diverse interaction methods and are expected to further improve application volume.
Onsite Investigation | Orders accelerating delivery, equipment updates bring bullish news, visiting Inspur Electronic Information Industry's Super Smart Warehouse.
Traditional warehouses require workers to receive orders, search for orders, and then wait for forklifts to pick, confirm, and gather materials before entering the transportation link. The whole process takes about 5-6 hours. According to Inspur Electronic Information Industry's half-year performance forecast, server sales have increased significantly. I believe this is highly related to the investment in intelligent manufacturing and the rapid response of the supply chain. Equipment updates are bullish for Inspur Electronic Information Industry.
New games and old games are jointly launched. Yoozoo Interactive is expected to turn losses into profits in the first half of the year.| Quick announcement
Thanks to the growth of revenue from multiple games, yoozoo interactive expects to turn losses into profits on a year-on-year basis in the first half of the year. The company attributed the change in performance to long-term operation of old games such as "Three Kingdoms of the Young". According to the reporter from Cai Lián She, yoozoo launched multiple self-developed and agent games in the first half of the year, and reserved six new products under development.
H1 revenue is expected to increase by more than 60% year-on-year. Inspur Electronic Information Industry said that server demand is gradually improving.|Quick Announcements
Benefiting from the gradual improvement in server demand, Inspur Electronic Information Industry expects its H1 net income attributable to shareholders to increase by up to 107.48% year-on-year, with revenue expected to increase by more than 60% year-on-year. According to reporters' calculations, the net profit change Q2 compared to the previous quarter is -20.26% to 12.42%; The demand for AI computing power continues to increase for large models, and the domestic intelligent computing ecosystem is further improved. Jibang Consulting estimates that the overall server shipments in the Q3 market will increase by 4%-5% compared to the previous quarter.
Meta recently released the Wensheng 3D model, which is expected to become the next explosive point in the large-scale modeling industry.
Meta recently released its latest AI model - Meta 3D Gen, which can quickly generate 3D content based on textual prompts in less than 1 minute. Zhongtai Securities said that after text, code, images, and videos, the next modality that is likely to achieve a breakthrough is 3D. From an industrial perspective, it is recommended to continue to track and monitor the progress of the Wensheng 3D modeling field.
Leading company secures three consecutive board. The A-share semi-annual report market is deepening, with 8 listed companies' net profit doubling year-on-year.
Shenzhen Kaizhong Precision Technology closed with 3 consecutive boards on Thursday with the highest net income increase of more than 14 times in the first half of the year. Suning.com Co.,Ltd. is expected to hit 3 consecutive circuit breakers during Friday's trading with the expected return to profitability in the second quarter. Espressif Systems closed with a 20cm limit up on Thursday with a net profit increase of 123.51% YoY expected for January to May. Listing of brokerage research reports and latest comments on companies with net profit forecasts for the first half of 2024 increasing by over 100% (see table).