Cheetah mobile's Fu Sheng: Even if the large models cease to advance, next year ai applications will witness an explosion.
According to a report from Sina Technology on the afternoon of November 27, at a media meeting held by Orion Star and JuYun Technology, Fu Sheng, chairman and CEO of cheetah mobile and chairman of Orion Star, pointed out that the defining event in the ai industry today is that the current level of large language models is sufficient to support many applications. "Our best breakthrough point today is the demand for high-quality data and the AI Agent framework for applications. Even if today's models no longer advance, their current level is enough to solve a significant portion of issues, and it meets the demand for revolutionary experiences," Fu Sheng stated.
Biwei Storage: Market demand in Q4 has somewhat recovered month-on-month and will actively focus on opportunities for industry chain integration | Direct coverage of earnings conference.
In the earnings conference of Baiwei Storage, the company’s chairman Sun Chengsi stated that downstream customers slowed down the pace of goods picking in the third quarter. As inventory is digested and enters the peak season for consumer electronics, market demand in the fourth quarter has somewhat recovered compared to the third quarter; Sun Chengsi also indicated that with the update of inventory structure, the company’s gross margin is expected to gradually return to the central level, and the increase in localization rate provides ample space for the company's revenue growth.
[Data Analysis] Speculative funds' activity significantly rebounded, four business departments jointly rushing to subscribe to China Greatwall Technology Group nearly 1 billion.
① The activity of speculative capital has significantly increased compared to the previous few days, with multiple individual stocks receiving over billion in buy and sell transactions. ② China Greatwall Technology Group received a total buy-in of 0.975 billion from four first-tier speculative capital seats; Grinm Advanced Materials received a total buy-in of over 0.4 billion from four first-tier speculative capital seats.
【Data Monitoring】 The huatai-pb china science and technology innovation board 50 component etf saw a significant decrease in its shares last week, with many stocks such as china greatwall technology group experiencing intense speculation from frontline fu
①Last week, the redemption of multiple star index ETFs decreased significantly, with a 4.8 billion decrease in the shares of ChinaAMC Star50 ETF (588000). ②Multiple popular stocks in the market experienced significant buying and selling activities from first-tier institutional investors, with china greatwall technology group being bought by citic sec Peking headquarters business department for 0.149 billion, while also being sold by a total of 0.364 billion from two other first-tier institutional investor seats.
Amlogic: It is expected that the annual revenue will increase year-on-year, with inventory consisting mainly of short-term aged products | Directly focus on the earnings conference.
①Based on the new ARM V9 architecture and self-developed edge AI capabilities, the 6nm chip of the company's next-generation product improves CPU performance by more than 60%, GPU performance by more than 230%, and reduces power consumption by 50% compared to the previous generation 12nm chip; ②This year is dedicated to improving operational efficiency for the company. A series of operational efficiency improvement initiatives have been identified, and the improvement effects will gradually be reflected in the second half of the year.
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.