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Market Chatter: ByteDance Earmarks 150 Billion Yuan for 2025 Capex
Express News | Exclusive-Nvidia, Huawei and Cambricon to Benefit From Bytedance's Spending - Sources
Tianfeng: From Internet Plus-Related to Cloud and then to AI, the three major investment opportunities under AI Agent.
In the short term (1 to 2 months), if the environment continues to improve, the Computer Index may lead; in the medium to long term (1 year), the overall performance of the Sector may outperform the Index, but it is still necessary to pay attention to the matching of corporate fundamentals and valuations, as well as to track policy and technological evolution.
Xu Fei Venture Capital's Zhu Yong: The AI glasses ecosystem is not yet mature, and four key investment directions will be focused on in 2025.
Sina Technology reported on January 17 that the "2024 Technology Trends Awards" annual gala was held in Peking. The event was themed "New Quality Technology, Smart Future", with iFlytek Venture Capital partner Zhu Yong, Beijing Career International CTO Liu Zhi, Innovation Works Executive Director and Frontier Technology Fund General Manager Ren Bobo, and Cheetah Mobile Vice President Tong Ning engaging in a roundtable discussion on "How Long Can Big Models Remain Popular?" During the dialogue, iFlytek Venture Capital partner Zhu Yong commented on the currently popular AI glasses, stating, "AI glasses are a relatively certain direction, but the main issues are the product ecosystem, application ecosystem, and the technology may still be lacking."
iFlytek Venture Capital's Zhu Yong: Bullish on the Siasun Robot&Automation direction, there are still many application directions that need to be realized.
Sina Technology reported on the afternoon of January 16, the annual "2024 Technology Leaders" ceremony was held in Beijing, with this year’s theme being "New Quality Technology · Intelligent Future." Zhu Yong, partner at iFlytek Venture Capital, Liu Zhi, CTO of Beijing Career International, Ren Boping, Executive Director of Innovation Works and General Manager of the Frontier Technology Fund, and Tong Ning, Vice President of Cheetah Mobile, participated in a roundtable discussion on the topic "How Long Can Large Models Remain Popular?" During the discussion, Zhu Yong mentioned that large models currently utilize distributed training, significantly improving both training time and effectiveness. Furthermore, the model has been continuously miniaturized from its previously large size through model compression technology.
Cambricon Technologies Forecasts Lower Loss in 2024
