Beijing Ultrapower Software expects that last year's net profit increased by over 50% year-on-year. Two new SLG games have begun commercial testing overseas | Interpretations
① Benefiting from the steady performance of overseas games, Beijing Ultrapower Software expects last year's net profit to increase by more than 50% year-on-year. ② The company's two new SLG games have begun commercial testing overseas and will also be launched in the domestic market at an appropriate time.
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.
In Q4, expected losses could exceed 0.8 billion yuan due to intensified competition and industry cycle adjustments. China Greatwall Technology Group anticipates an expanded loss last year | Interpretations
① Due to intensified market competition combined with multiple impacts from industry policies and adjustments in the industrial cycle, China Greatwall Technology Group reported a maximum expected loss of 1.52 billion yuan last year, with the highest single-quarter loss in Q4 potentially exceeding 0.8 billion yuan, reaching a new high. ② As of now, there has been no progress on the public listing for the sale of 40% equity in Greatwall Galaxy Technology. ③ From October 16 to November 11, the stock price of China Greatwall, a Concept stock, increased by 141.83%, while its performance exhibited some peculiarities.
The Ministry of Industry and Information Technology issued a document to strengthen data security protection, highlighting investment opportunities in the Industry Chain of data security.
① The Office of the Ministry of Industry and Information Technology issued a notice on strengthening the protection of customer data security in Datacenters, clarifying the data security protection responsibilities of all parties in the contracts signed with customers, third-party service providers, etc., based on the cooperation model, content, and so on. ② According to a report by the China Center for Information Industry Development, it is expected that by 2025, the data security protection and governance market in China will reach 22.87 billion yuan.
First in new regulations! Bright Oceans Inter-Telecom Corporation, after the two-month "deadline" with ST overlay, still faces delisting if funds are not recovered.| Quick read of the announcement.
① Bright Oceans Inter-Telecom Corporation announced tonight that it is expected to resume trading on January 14, with a delisting risk warning to be implemented in conjunction; ② The company failed to rectify the capital occupation issue within the two-month stock suspension period (January 10 is the expiration date of the suspension); ③ Modern Avenue Group is also facing the same situation, as the company currently still has 0.1 billion yuan of occupied funds that have not been recovered.
Analysts predict that ByteDance's AI computing power expenditure will exceed 100 billion yuan by 2025, and the dawn of domestic computing power demand is approaching.
① Recently, ByteDance released a procurement sourcing announcement for the design framework of its self-built Datacenter substation. ② Zheshang Securities stated that the dawn of domestic computing power demand has arrived, and ByteDance has made huge investments in AI, with capital expenditures reaching 80 billion yuan in 2024.