Byte's "Eye-catching Bag" has ignited interest in AI toys, but the company claims it does not intend to sell them to the public.
① The "Eye-catching Bag" is just a gift given to customers by Volcano Engine, and ByteDance does not plan to launch this toy on the market. ② AI toys have a long payment cycle and high market growth, making them one of the best scenarios for large models to take root, with the potential to meet some of the user demand for traditional children's toys, millet products, Smart Speakers, and AI virtual companionship applications.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.
Increase investment in shanghai film! Shanghai film general manager Dai Yun: The integration of IP business and traditional business will become increasingly high.
① Recently, shanghai film announced its intention to acquire 19% of the shares in shanghai film yuan held by shanghai film group and shanghai beauty film. After the completion of this trade, the equity structure of shanghai film yuan will be 70% held by the company, 30% held by shanghai beauty film, and shanghai film group will no longer hold shares directly. ② At the 'Shanghai Film Power Sharing Conference' held yesterday, the general manager of shanghai film, Dai Yun, revealed that the integration of the company's IP business with traditional business will become increasingly high in the future.
Large cap weakens, decline in number of moviegoers, shanghai film performance under pressure in the first three quarters | interpretations
①Affected by the weak performance of the large cap film market this year and the decrease in viewership, shanghai film's revenue and net profit in the first three quarters declined year-on-year. ②Considering the smooth progress of the company's major IP business, a heavyweight animated film is scheduled for release next year, institutions predict that the company is expected to have a prosperous year in terms of products next year.
The film market is sluggish, china film co., ltd.'s net profit in the first three quarters dropped by more than 50% | interpretations
The slump in the film market is reflected in the performance of china film co., ltd., with net profit in the first three quarters of the company dropping by more than 50%, and Q3 single-quarter net profit falling by nearly 90%. The total box office revenue from July to September this year was 10.864 billion yuan, a 43.75% decrease from the same period last year, with the decline expanding month by month. The film 'Volunteers: Battle for Survival,' led by the company, won the National Day box office championship, and the subsequent release of reserves is expected to boost performance.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
① On October 25, 2024, Zhipu AI launched AutogLM, an autonomous smart device. AutoGLM is a mobile phone operation assistant that simulates users clicking on the screen and a browser assistant that clicks on the web. Currently, it can be used with 8 well-known applications including WeChat, Taobao, Meituan, and Xiaohongshu. ② A list of Smart Spectrum AI concept stocks.