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Famous Analyst published an article indicating that the trend of backend AI is expected to accelerate after DeepSeek gains popularity.
① Renowned Analyst Ming-Chi Kuo recently stated that after DeepSeek became popular, the trend of edge AI will accelerate. ② Soochow's Wang Zijing believes that small teams can distill advanced small models (suitable for various edge mini scenarios) without the need for significant asset investment, and that edge computing power can run small models, with 2025 potentially being the breakout year for edge computing.
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.
Espressif Systems (Shanghai)'s (SHSE:688018) 263% Return Outpaced the Company's Earnings Growth Over the Same One-year Period
Lexin Technology: Lexin Technology 2024 Annual Results Pre-Increase Announcement
Lexin Technology 2024 Annual Results Pre-Increase Announcement
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.
Espressif Systems (Shanghai) Co., Ltd.'s (SHSE:688018) Share Price Matching Investor Opinion
