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Richinfo Technology: Tusheng music application has obtained hundreds of thousands of C-end users, focusing on application + intelligent computing to build AI full-stack service capabilities | Corporate research
① Richinfo technology is focusing on exploring AI applications this year, with AI Agent being considered one of its core directions. The AI-generated music application, CAI Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology aligns with operators' business layout to develop computing power, and the AI-native cloud computing solution Rich AICloud has been implemented in several large model training, inference, and AI tool acceleration areas at the scale of hundreds of billions of parameters.
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
The USA is expected to relax regulations on autonomous driving autos, institutions say the industry is about to enter a period of explosive growth.
According to informed sources, members of the transition team for usa's incoming president Trump have told advisors that they plan to prioritize the federal framework for fully autonomous autos as one of the Department of Transportation's main focuses. Secondly, Huafu Securities stated that high-level autonomous driving is accelerating its commercialization and has entered a new stage in areas such as regulations, technology, and capital operations. After several years of development and accumulation, the industry is about to enter a period of explosive growth.
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
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.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.
OpenAI is facing personnel instability as Altman's "close ally" takes a long vacation and ChatGPT architect switches to a competitor.
① John Schulman and Greg Brockman are both co-founders of OpenAI; ② Almost all key figures of Anthropic come from OpenAI; ③ Many departing executives are dissatisfied with OpenAI's direct release of GPT-3 without solving security issues.
Bullish catalysts are ongoing in the self-driving cars industry, and the sector is expected to see an upward trend.
The Ministry of Industry and Information Technology, the Ministry of Transportation, and the Beijing Municipal Government will jointly hold the "2024 World Intelligent Connected Vehicles Conference" in October. Nomura Securities stated that on the policy side, bullish policies promoting commercialization of self-driving cars have emerged throughout the country, and in terms of commercial applications, Roadstar.ai is conducting full self-driving travel service tests in Beijing, Wuhan, Chongqing, Shenzhen, and Shanghai. The smart automobile industry is expected to enter a bullish trend.
OpenAI CEO Altman recently shared: The next model will be much more powerful than GPT4; Microsoft and Google have strong financial reports and surged after the market|AI Daily Morning News
① Microsoft's third-fiscal quarter revenue of US$61.9 billion and net profit of US$21.9 billion; ② Benefiting from strong financial reports, Google's stock price rose 10% after the market; ③ Cainiao won the Pinduoduo unfair competition case.
The first national data work conference was held, and institutions are optimistic about the release of the value of data elements
A Financial Services Association reporter learned that the National Data Administration held its first national data work conference in Beijing on April 1-2. The conference will focus on market-based allocation reforms of data elements and coordinate the construction and development of digital China, digital economy, and digital society to study and deploy key tasks for this year.
Huawei lays out flying robots at low altitudes and gradually opens up space for imagination
① According to an announcement from the State Intellectual Property Office, Huawei Technologies Co., Ltd. applied for a patent called a “flying robot”. ② The core of the low-altitude economy is the integration of aircraft with various industrial forms and the continuous development of application scenarios, or “low-altitude +”. As application scenarios continue to expand and guidance for consumers and users is strengthened, the room for imagination in the low-altitude economy will gradually open up.
Douyin launches independent app “Douyin Mall Edition”, which is expected to bring growth opportunities to ecosystem enterprises
① Recently, Byte launched an app called “Douyin Mall Edition” to compete with Taobao, JD, and Pinduoduo. This is also the first time that Douyin e-commerce has launched a comprehensive independent e-commerce platform in addition to the Douyin app. ② Douyin Telecom has agreed on a total turnover (GMV) target of over 3 trillion yuan for the whole year. To reach the target, Douyin e-commerce will need to grow by more than 36%, several times the growth rate of the entire e-commerce market.
Domestic big model Kimi's second-level market hype “comes and goes like the wind”: Huace Film and TV and other AI corpus data bulls “crashed”, and Palm Reading Technology almost staged a “sky floor”
① Kimi concept bull stocks have collectively cooled down, and the AI corpus data hype hit the brakes. Zhongguangtian almost staged “Sky Floor” in the Palm Reading Technology market. Haitian Ruisheng and Huace Film and Television both closed down more than 10%; ② According to the KIMI concept section of Choice Data, Haitian Ruisheng has not yet been included; ③ Attached is a list of A-share listed companies that cooperated/did not cooperate with Kiimi (attached table).
[Data review] Futures are long and short, and both sides have significantly increased their positions and sold Huace Film and Television for 200 million yuan
① According to the main contract data of the futures index, both long and short positions increased significantly today, and the number of IH and IC long positions added was higher than that of short positions. ② The activity of the Dragon Tiger List is average. Huace Film and Television and Bowei Alloy have net sales of nearly 200 million, while Jieshun Technology has net sales of 100 million.
Hot big model Kimi is suspected to be down! Many concept stocks continue to be sought after by capital
① Due to a sudden surge in traffic, this evening, when the “Science and Technology Innovation Board Daily” reporter logged on to KimiApp and Mini Program, the big model app under Dark Side of the Moon, it was once unusable. ② Recently, Kimi concept stocks have continued to be active. As of the close of trading on March 21, many concept stocks such as Huace Film and Television, Zhangyue Technology, and Zhongguang Tianze remained strong.
Big explosion! Leading companies went up and down 20cm one after another. Kimi concept stocks also have these
The agency believes that Kimi's “long text” label is gradually being strengthened, surpassing big foreign models, and related companies are expected to benefit.
Scammed by Altman? Musk's 46-page indictment denounces the “Five Deadly Sins” OpenAI: “I categorically disagree”
① The main points of Musk's dissatisfaction were: he invested a lot in OpenAI but was “scammed” by Altman; OpenAI became Microsoft's profit division; ② Musk filed a claim against OpenAI and asked OpenAI to resume open source and account for OpenAI's donations; ③ Regarding OpenAI's previous battle for power and the mysterious Q project, Musk also mentioned in this lawsuit.
Afternoon board! Zhongke Jincai posted an article on WeChat to review Sora's hot topics? Shenzhen Stock Exchange quickly sent a letter
① This afternoon, Zhongke Jincai announced on its WeChat account that it had held a business cooperation seminar with Microsoft China on Sora. ② After the news was released, the stock price of Zhongke Jincai opened and stopped in the afternoon.
Huawei's new data storage products are about to be released, and the storage circuit welcomes the triple resonance of price increases, localization, and AI innovation
① According to official information from Huawei, the 2024 Huawei Data Storage Lunar New Year product launch will be held on February 20. ② Zhongtai Securities believes that the storage circuit's triple logical resonance, price increase, localization, and AI innovation are sector opportunities. Currently, stock prices are low, and it is recommended to focus on relevant targets.