Significant progress in domestic models is expected to bring broader commercialization opportunities for AI applications.

① In recent years, significant progress has been made in domestic models. The release of DeepSeek-R1 aligns in performance with OpenAI-o1's official version, but at a lower cost, which is expected to bring about broader application implementation and commercialization opportunities downstream. ② Western Securities believes that the emergence of interactive multimodal large models is expected to drive a transformation in human-computer interaction.

cls.cnFeb 4 19:03 ET

Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.

① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.

cls.cnFeb 4 19:03 ET

OpenAI is entering the virtual assistant field, and Asia Vets are accelerating the move into commercialization.

① OpenAI has announced the launch of a beta feature called Tasks for ChatGPT, marking the company's entry into the virtual assistant field. ② Market analysis suggests that this beta feature from OpenAI signifies its move towards the era of releasing autonomous AI (Agentic AI), with plans to introduce a large number of AI agents in the future.

cls.cnJan 15 19:23 ET

Synthetic data or AI is the future hope, with Institutions forecasting an industry compound annual growth rate exceeding 45%.

① Musk stated that the data used for training AI models in the real world has almost been exhausted, and he believes that synthetic data is the solution for the future, allowing AI to generate its own training data. ② A Markets And Markets report indicates that the market size for synthetic data will increase from $0.3 billion in 2023 to $2.1 billion in 2028, with a compound annual growth rate of 45.7%.

cls.cnJan 12 19:04 ET

The annual report is approaching, and Simei Media was fined for information disclosure violations five years ago. Two days ago, it just announced the resignation of its financial负责人.

① The annual report is about to be disclosed, and Simei Media has suffered consecutive setbacks; ② The penalties for the stock equity trade information disclosure violations from five years ago have been announced; ③ For two consecutive years, the financial responsible person has left the company around the time of the annual report disclosure.

cls.cnJan 10 10:07 ET

At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.

According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.

cls.cnJan 9 19:02 ET