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.
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.
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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.
Recently, 13 companies secured over 56.5 GWh of energy storage orders, with the global battery shipment volume doubling in growth, and energy storage companies are expected to benefit from the development of the large storage market in Europe.
① The year-on-year growth rate of global energy storage battery shipments accelerated from 25% in the first half of 2024 to 68% in the third quarter of 2024; ② HSBC Qianhai Securities has raised its forecasts for global energy storage system installations in 2025 and 2026 from 266GWh and 360GWh to 270GWh and 363GWh, respectively, to reflect that the short-term shipment volume of energy storage batteries is stronger than expected and the demand outlook in the china and Middle East markets has improved.
[Market Data] Robot concept stocks are being sold off by institutions, while three powerful funds are teaming up to buy shares of shanghai dzh limited at a low price.
① Multiple robot concept stocks were sold off by institutions, with shandong daye being sold by two institutions for over 90 million in total. ② The stock of shanghai dzh limited, which hit the lower limit, was bought by three main speculative funds for nearly 0.3 billion, while the net purchase by the银河证券绍兴营业部 was 0.113 billion.