[Data Viewing] Three major first-tier funds join forces to seize Guoguang Electric, while Algo funds fully activate to trade multiple stocks.

① AI glasses Concept stocks Guoguang Electric received Buy from three leading speculative funds, with a total Buy amount exceeding 0.4 billion. ② Algo funds have been highly active recently, today multiple stocks were subject to Algo trading, among which Visual China Group received a Buy of 0.117 billion by the Shanghai branch of CICC while selling over 50 million.

cls.cnDec 20 04:56 ET

The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.

① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.

cls.cnDec 19 19:01 ET

Track Hyper | Bean Bag sweeps the army: Zhongke Lanxun takes advantage of the situation to eat to capacity.

An independent AI terminal that is detached from smartphones, the source of wealth?

wallstreetcnDec 15 02:09 ET

Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications

① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.

cls.cnDec 11 19:10 ET

The new Huawei foldable screen phone sold out in seconds after its release, and its market penetration rate is expected to rise rapidly.

① On December 6, Huawei officially launched the foldable screen phone Mate X6 at its global flagship store in Nanshan. After the X6 went on sale at 10:08, it sold out quickly online at the Huawei store, with all models temporarily out of stock. ② Haitong sec believes that foldable screen phones are expected to continue to improve in quality, slimness, price, and other aspects, achieving an increase in penetration rate.

cls.cnDec 8 19:04 ET

The intensive release of new products represented by the Huawei Mate 70 marks the arrival of the traditional Q4 peak season in the consumer electronics industry.

① According to media reports, Huawei's terminal BG CEO He Gang stated in an interview on the evening of December 4 that the pre-orders for the Huawei Mate70 series have exceeded 6.7 million, and due to high demand, the initial supply is still slightly insufficient. ② Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will see a wave of device replacements and drive inventory stocking in related supply chains.

cls.cnDec 5 19:02 ET