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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
Research Reports Gold Digging | GF SEC: Maintain "Buy" rating for Cambricon, Target Price 713.98 yuan.
GF SEC Research Reports indicate that Cambrian (688256.SH) will see significant revenue growth in 2024, with both supply and demand showing good improvement trends. In 2024, the company's revenue is expected to increase by 50.8% year-on-year to 69.2%; looking at a single quarter, in 24Q4, the company’s revenue is expected to increase by 57.0% year-on-year to 80.0%. With both supply and demand showing good improvement trends, the company will achieve rapid overall revenue growth, consistent with the industry's cyclical patterns as outlined in the 24Q3 Earnings Reports. In 2024, if the company successfully collaborates with leading Internet Plus-Related and large model clients, expectations for 2025 are optimistic.
