The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?
The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.
This week, another 10 companies added! Hangzhou Hikvision Digital Technology and several other stocks have disclosed shareholding repurchase plans and renewed loan plans, a list of related A-shares is as follows.
① This week, the special loans for Share Buyback and Shareholding continue to surge. According to incomplete Statistics from Caixin, 10 A-share listed companies announced the relevant situation of Share Buyback and Shareholding related to re-loans (attached table); ② Hangzhou Hikvision Digital Technology plans to use its own funds and special loans for the largest amount of share buyback, with a maximum not exceeding 2.5 billion yuan.
Lakala Payment has been approved to reduce its registered capital, what is the situation? It is related to the repurchase and cancellation of certain restricted Stocks.
On December 13, the People's Bank website showed that it agreed to reduce the registered capital of Lakala Payment Co., Ltd. from 800.02 million yuan to 788.0825 million yuan; on April 22, Lakala announced that the company planned to repurchase and cancel a total of 11.9375 million restricted stocks that had been granted to relevant incentive objects but had not yet been lifted from sales restrictions.
On the first day of listing, it rose by 533.84%! XGIMI Technology landed on the Star, with NAURA Technology Group, Advanced Micro-Fabrication Equipment Inc. China, and others as Shareholders.
① Pioneer Precision Technology officially listed on the Star on December 12, with a closing increase of 533.84%, ultimately closing at 71.56 yuan/share, with a Market Cap of 14.482 billion yuan; ② Several major clients of Pioneer Precision Technology are also its Shareholders, including Advanced Micro-Fabrication Equipment Inc. China, Semiconductor Manufacturing International Corporation, NAURA Technology Group, and MicroNano.
Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications
① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.
OpenAI has released the AI video generation model Sora, and the core AI application companies are expected to achieve rapid growth.
① OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input desired scenes, and Sora will return high-definition video剪辑 results. ② china galaxy recommends continuously focusing on the growth of domestic AI applications and their monetization capabilities.