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

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 Fund Phase I plans to reduce its Shareholding in Guoxin Technology and Yandong Microelectronics and still holds shares in 28 A-share companies.

① The first phase of the Fund is in the last year of its investment plan's recovery period and currently still Holds shares in 28 A-share companies; ② The first phase of the Fund announced in June this year a Shareholding reduction in GuoXin Technology and YanDong Wei, but neither was carried out according to the upper limit of the planned Shareholding reduction stated in the announcement.

cls.cnDec 10 09:56 ET

Tomorrow, the stock will be suspended as Gao Ling Information plans to purchase equity in Xin Nuo Communication, which once aimed for a star IPO.

① The acquired company Xinnuo Communication applied for a listing on the star in June last year and voluntarily withdrew the application in June this year, terminating the IPO; ② Gaoling Information has shown a declining performance in recent years, with losses in each quarter this year. It stated that the future direction to turn around would be, first, military industry communication, and second, content security business, confirming that revenue will be concentrated in the second half of 2024.

cls.cnDec 5 09:11 ET

The leading traditional network security company is planning to cross into the low-altitude economy! Hangzhou dbappsecurity co., ltd. intends to acquire 5.33% equity of the national equities exchange and quotations company Fanship Technology, with the tar

①hangzhou dbappsecurity co., ltd. intends to use its own funds of 40 million RMB as consideration to acquire 5.33% equity of Fan Shuang Technology, and will enter the low-altitude economy track through investment in the drone business. ② The target company Fan Shuang Technology is currently a National Equities Exchange and Quotations listed company focusing on technology security field, and its products are widely used in multiple industries such as public security, military, energy, with a current valuation of 0.75 billion RMB.

cls.cnDec 3 09:54 ET

Richinfo Technology: Tusheng Music App has already attracted hundreds of thousands of C-end users, focusing on app + smart computing to build AI full-stack service capabilities | Company research.

① Richinfo technology this year is focusing on exploring AI applications, with AI Agent considered one of its core directions. The AI music application, Cai Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology is aligning with the operators' business layout to develop computing power. The AI-native cloud computing solution, Rich AICloud, has been implemented in multiple areas such as training and inference of large models at the scale of hundreds of billions of parameters, as well as acceleration of AI tools.

cls.cnNov 27 09:01 ET