These fund managers were still conducting research before the Spring Festival, preparing for the market after the holiday. Which companies did they visit?
① Before the Spring Festival, companies in the CSI Consumer 360 index received active research from multiple public funds; ② Companies in the Robot Concept, Autos Industry Chain, Software, and integrated circuit fields also received research from several public funds.
[Data Watching] QUANSHANGETF trading volume surged, three leading funds raised nearly 0.5 billion to buy Hand Enterprise Solutions.
① The transaction volume of several QUANSHANGETF has greatly increased, among which the E Fund CSI Hongkong Bond Investment Theme ETF (513090) saw a 214% increase in transaction volume compared to the previous period. ② The AI Asia Vets Concept stock Hand Enterprise Solutions received a total Buy of 0.46 billion from three major first-line speculative positions.
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.
The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.
① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.
The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations
① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.
Demand in the AI vision sector is strong. ArcSoft Corporation expects revenue and net profit in Q4 2024 to reach the highest level in nearly three years for a single quarter.
ArcSoft Corporation expects to achieve revenue of 0.241 billion yuan in the fourth quarter of 2024, with a forecasted net income attributable to the parent company of 89.71 million yuan. Both performance indicators set a new quarterly high for the company since early 2021; As a provider of Machine Vision algorithm services and solutions, ArcSoft Corporation benefits from the strong demand for AI technology across various industries, particularly in the fields of Consumer Electronics and Smart Automobile.