TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.
① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.
Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations
① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.
[Market Data] The trading volume of ChinaAMC Nomura N225 ETF(QDII) surged over 11 times as retail investors and Algo jointly rush to seize Inmyshow Digital Technology.
① The trading volume of two ChinaAMC Nomura N225 ETF(QDII) increased significantly today, with the trading volume of the ChinaAMC Nomura N225 ETF(QDII) (159866) growing by 1145% compared to yesterday. ② Inmyshow Digital Technology, a small red book concept stock, was purchased for 0.124 billion by the Zheshang securities branch on Wuxing Road in Hangzhou, while two Algo positions together bought 0.259 billion.
[Data View] Institutions and speculative funds are selling off Leo Group Co., Ltd. with powerful positions exceeding 0.4 billion to seize Zhejiang XCC Group.
① Leo Group Co., Ltd. under the Douyin concept stocks was sold by Institutions for 0.319 billion, with two major speculative seats combined selling 0.265 billion. ② Zhejiang XCC Group under the Robot Concept stocks was purchased by GTJA's Shanghai Haiyang West Road branch for 0.421 billion, and was bought by Huaxin Securities' Shanghai Wanping South Road branch for 0.204 billion.
Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.
① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.
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%.