The popularity is second only to ChatGPT! How much computing power does ByteBean need to support it? Which companies are likely to benefit?

The analyst team at Minsheng Securities stated that as ByteDance continues to deepen its layout in AI, the demand for computing power, data, and energy consumption solutions will significantly increase, which will also drive growth in AI Education, advertising services, and other Industries.

wallstreetcnDec 16 11:51 ET

Shanghai Friendess Electronic Technology Corporation: In Q4, downstream demand has rebounded sequentially and plans are underway to establish a presence in Europe | Direct coverage of the Earnings Conference.

① The Chairman of Shanghai Friendess Electronic Technology Corporation, Tang Ye, stated that the company's (Asia Vets welding) products are mainly aimed at the Steel structure Industry, with the downstream primarily consisting of Siasun Robot&Automation manufacturers and integrators. Since the beginning of the year, the number of customers forming Trade with the company has gradually increased; ② In terms of overseas channels, the company has already established a presence in South Korea and is preparing to set up a location in Europe.

cls.cnDec 13 06:44 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 opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak

① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.

cls.cnDec 11 19:09 ET

Google has released the quantum computing chip Willow, accelerating the Global research and application of quantum Technology.

① Google CEO Sundar Pichai stated that the newly released quantum computing chip Willow has practical applications in drug discovery, fusion energy, and Battery design. ② Minsheng Securities pointed out that quantum computing is expected to disrupt classical computing architecture, becoming a disruptive force in solving the bottleneck of AI computing power, or becoming an important lever for developing new productive forces.

cls.cnDec 10 19:12 ET

The upper limit doubles! Linkage Software Co., Ltd. plans to raise the repurchase price range, and several A-share companies have also taken action.

On the afternoon of December 9, linkage software co., ltd. announced that it plans to adjust the maximum repurchase price from 9.6 yuan/share to 21 yuan/share. Industry insiders have stated that the proactive increase in the maximum repurchase price by the listed company reflects the improvement in market conditions and the enhancement of investor confidence, while also helping to stabilize market expectations and further strengthen the stock price.

cls.cnDec 9 07:49 ET