Voice Technology
- 1503.004
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[Market Data] The trading volume of the Hang Seng Internet Plus-Related ETF surged tenfold as five major funds teamed up to bid for Foshan NationStar Optoelectronics.
① The trading volume of several Hang Seng Index-related ETFs has significantly increased, with the Hang Seng Internet ETF (513330) showing a 1037% increase in trading volume compared to the previous trading day. ② The AI glasses concept stock Foshan NationStar Optoelectronics has received a total buy of over 0.26 billion from five leading funds.
The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.
① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.
Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.
① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.
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.
Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.
① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.
Trading Halted! Shenzhen Goodix Technology intends to acquire display driver chip assets. The target company had planned for an IPO. | Quick Read Announcement
1. Shenzhen Goodix Technology intends to purchase controlling stake in Yungen Technology, entering the field of display driver chips; 2. Yungen Technology's AMOLED display driver chip sales lead domestically, with previous IPO plans; 3. Shenzhen Goodix Technology's profitability has declined significantly in recent years, seeking to increase revenue is an important task.
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
Apple plans to launch wall-mounted smart home devices, which may be released as early as March next year.
①Apple plans to launch a wall-mounted display in March next year, which can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub; ②Renowned Apple analyst Ming-Chi Kuo revealed that Apple will debut in the smart home IP camera market for the first time, with production expected in 2026.
BeiZeng and Micro-Plate indexes hit record highs, with the csi 300 index and HongKong Technology Index falling, wisesoft co.,ltd. up 9%, black futures falling, offshore RMB dropping 700 points.
Lithium battery, flying autos, military industry, siasun robot&automation and other sectors led the gains; reits, insurance, banks, diversified finance and other sectors led the declines;
The three major A-share indices collectively closed higher, with strong performance of brokerage stocks, wisesoft co.,ltd. hit the limit up for four consecutive days, while the Beixu 50 index plunged more than 1%.
In terms of A-shares, sectors such as diversified finance, photovoltaic equipment, and education led the gains; while sectors such as precious metals and non-metallic materials led the losses.
Off-peak season! Shenzhen Goodix Technology's Q3 profits both declined compared to the previous quarter and the same period last year. How will fingerprint unlocking survive in the face of the trend of facial recognition dominance? | Interpretations
①Consumer electronics rebounded, shenzhen goodix technology's net income surged by 3499.3% in the first three quarters, but both quarter-on-quarter and year-on-year performance in Q3 declined; ②With the rise of facial recognition unlocking coupled with the downturn in consumer electronics, the fingerprint unlocking chip market experienced a slump, shenzhen goodix technology's gross margin declined by 20 percentage points over 5 years; ③Recently, the attention is drawn to ultrasonic under-screen fingerprint recognition.
iflytek co.,ltd. quarterly profit turned positive! Profit for the third quarter increased significantly by 120.87% year-on-year | Financial Report Insights
In the third quarter of 2024, iflytek co.,ltd. increased its investment and layout in the research and development of the large-scale Xunfei model, while achieving a profit in the quarter. The company stated that the new generation of cognitive intelligence large-scale model "Xunfei Xinghuo" has become the first choice of central state-owned enterprises.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.
Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.
Teslink is sprinting to become the first stock of AIoT in china, with strategic investments from jd.com, SenseTime, iflytek co.,ltd., and others.
Tesla has submitted a prospectus to the Hong Kong Stock Exchange, with citic sec and haitong int'l acting as joint sponsors. Established for 9 years, Tesla has conducted a total of 9 rounds of financing, with the D round financing reaching as high as 2 billion RMB.
goertek inc. plans to spin off its subsidiary for listing in Hong Kong, further deepening its long-term cooperation with international customers.| Speed read announcement
Goertek Inc. announced that it plans to spin off Goertek Micro and list it on the Hong Kong Stock Exchange's main board; Goertek Micro had previously attempted to list on the gem IPO in 2021, but terminated in May of this year; Goertek Inc. stated that the decision to list Goertek Micro in Hong Kong was a cautious decision made after comprehensive consideration, and it will have a positive interaction with Goertek Inc.'s business in the future.
Benefiting from increased downstream demand and mass production of new products, allwinner technology's H1 has turned losses into profits | Interpretation of financial report
After the afternoon stock price plummeted, Allwinner Technology's half-year report will be released tonight, and the main financial indicators are within the previously announced performance range. Benefiting from the recovery of the semiconductor market, increased downstream demand, and mass production of new products, the company's revenue in the first half of the year reached a new high since its listing, and the net income turned around compared to the same period last year.
A-share "Wood Brother" released a quarterly report, Liu Yuanhai's "Fanhua" may not be understandable to everyone.
Ranked in the top ten of the same category in the past three years.