[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.
【Data Watch】Multiple Robot Concept stocks were sold off by Institutions, while strong speculators invested over 0.4 billion to acquire shares of Visual China Group.
① Many Robot Concept stocks have been significantly Sold by Institutions, among which Shanghai Beite Technology was sold a total of 0.234 billion by three institutions. ② The bean bag concept stock Visual China Group received a net Buy of 0.443 billion from GTJA Shanghai Branch.
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.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.
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Zheng Jianbo plans to "take control" of xuancheng valin precision technology, while sunwave communications previously acquired its venture at a huge cost but suffered significant losses | Quick read announcement.
① Xuancheng Valin Precision Technology plans to increase its capital by 30% of its shares, raising 0.453 billion yuan. After subscribing, Zheng Jianbo will replace the Huang Yuhua family as the new actual controller; ② The new owner, Zheng Jianbo, founded Giant Network Technology, which was acquired by Sunwave Communications for a huge sum, resulting in a goodwill impairment loss of 0.8 billion yuan for Sunwave Communications after the trade.