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In 2024, Douyin e-commerce sales increased nearly 40% year-on-year, and the Industry Chain continues to show a thriving development trend.
According to reports, in 2024, Douyin e-commerce sold 15.4 billion orders, a year-on-year increase of 39%. A total of over 53 million live-streaming sales have facilitated Trade, with nearly 0.15 million items achieving sales over one million yuan in the live-streaming rooms. Liu Wenzheng from Minsheng Securities stated that the e-commerce Industry continues to develop and evolve; in a complex Operation environment, Douyin e-commerce still maintains a vigorous growth trend.
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.
Beijing Zhidemai Technology (300785.SZ): "What is worth buying" has a lot of recommendations for commodities and content related to like-minded communities and toy models.
On December 6, Ge Long Hui responded to investors on the interactive platform regarding whether it is involved in the millet economy-related business, stating that as a consumer content community, "What is Worth Buying" focuses on all new consumer products and models, with great attention on circles of enthusiasts (such as stationery lovers, ACG culture, comic conventions, cosplay, planners, etc.) and toy models (such as anime-themed peripherals, trendy toys, blind boxes, building blocks, etc.). The consumer content community "What is Worth Buying" has a wealth of product and content recommendations related to circles of enthusiasts and toy models.
tianfeng: Performance of US stock AI application companies exceeds expectations. Pay attention to the progress of A-share media application.
tianfeng released research reports, overseas US stocks AI application related individual stock financial reports are gradually disclosed, OpenAI plans to release AI Agent product, asia vets AI launches autonomous intelligent body AutoGLM, overseas OpenAI releases the strongest model o1, AI application competition continues to maintain intense momentum, pay attention to AI large models and related high-quality data investment opportunities.
Are bank stocks still worth buying? CITIC Financial Assets disclosed a comprehensive investment plan of 50.3 billion, with 30 billion increasing shareholding in Bank of China, China Everbright Bank.
①CITIC Financial Assets announced that it will invest approximately 50.3 billion yuan in a comprehensive investment plan, of which 30 billion will be directly used to buy shares of Bank of China, China Everbright Bank, and other institutions. ②CITIC Financial Assets and other institutional funds buying bank stocks is inevitable. As a large-scale institutional fund, due to considerations such as risk control and capital return, it will most likely prioritize 'high dividend stocks' over thematic stocks.
Worth buying: 2024 Q3 Report
