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Huajin Securities: The iteration of graphics cards on the supply side combined with the expansion of national subsidies will empower the development of industries such as AI and gaming through multiple resonances.
The iteration of Graphics Card Hardware has significantly improved performance; the expansion of national subsidy policies for mobile devices enables the development of AI applications and gaming industries through the resonance of software and Hardware.
Despite Lower Earnings Than Five Years Ago, Kunlun Tech (SZSE:300418) Investors Are up 90% Since Then
Who will be China's richest person in ten years? Kunlun Tech's Zhou Yahui: It will be among Zhang Yiming, Lei Jun, and Wang Xing.
Sina Technology reported on January 3rd that Zhou Yahui, founder of Kunlun Tech, released the first article in his series of personal investment notes for 2025, discussing the social structure of the robotic era. He pointed out that based on an understanding of the cycles of technological revolution, he has always believed that, "Only after 2030 will we gradually realize General AI (AGI)." What marks the era of AGI? It is when robots begin to truly enter human society and integrate into various aspects of people's work and lives, which will happen in 2030." Zhou Yahui stated that he has never changed this timeline, "The AGI era can also be...
Kunlun Tech (300418.SZ): Zhou Yahui has cumulatively increased his shareholding by 0.2817 million shares.
According to Gelonghui on December 30, Kunlun Tech (300418.SZ) announced that as of the date of this announcement, the shareholding plan has been completed. Mr. Zhou Yahui has increased his shareholding by acquiring 281,700 shares of the company through the central bidding trading system of the Shenzhen Stock Exchange, with a total investment of 11,505,550 yuan.
China Galaxy Securities 2025 Media Internet strategy report: Three major logics, both offensive and defensive.
Bullish on the stability of subsequent performance foundations or on clearly restored supply sides, high cost-performance investment tracks, and flexible varieties with incremental dimensions or improved external factors.
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.
Revenues Not Telling The Story For Kunlun Tech Co., Ltd. (SZSE:300418) After Shares Rise 25%
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