Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.

① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.

cls.cnJan 27 08:15

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.cnJan 21 08:02

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

The increase in potential customers and high demand across multiple fields means that Espressif Systems expects record high revenue and profit for the entire year of 2024.

① Espressif Systems expects to achieve revenue of 1.985 billion yuan to 2.015 billion yuan in 2024, with net income of 0.3 billion yuan to 0.34 billion yuan, setting a new annual historical high; ② The ESP32 series chips from Espressif Systems can be used in AI hardware products for children's companionship and early education, providing a one-stop hardware solution for AI trendy toys, including edge audio and video processing, among others.

cls.cnJan 15 22:52

Tianyu Digital Technology's Chief Data Officer Wu Bangyi: Driving the transformation of embodied intelligence cannot be separated from 3D datasets | Financial interview

① Humanoid robots and embodiment intelligence have become a new arena for Global Technology and industrial competition, and at this year's CES 2025, they became the focal point of the event. ② Wu Bangyi, Chief Data Officer of Tianyu Digital Technology, stated in an exclusive interview with Caixin, that under the flourishing wave of humanoid robots, 3D data has risen to become the most critical foundational resource.

cls.cnJan 11 12:49

At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.

According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.

cls.cnJan 10 08:02