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, 2024 11:51 ET

Over 30 photovoltaic companies will start controlling production capacity next month, and the industry is expected to usher in a turning point at the bottom.

Multiple photovoltaic module battery industry insiders confirmed to the Star Daily reporter that they have participated in signing a self-discipline agreement. Among them, a photovoltaic enterprise executive disclosed: "More than 30 enterprises have signed the self-discipline agreement this time. According to the signed self-discipline agreement, production capacity will be controlled starting from next month, and each company has quotas."

cls.cnDec 8, 2024 19:04 ET

The annual conference of the photovoltaic industry will be held. Analysts state that the price bottom of the industry has already been clarified.

① The China Photovoltaic Industry Association will hold the "2024 Photovoltaic Industry Annual Conference" in Yibin City, Sichuan Province from December 4 to 6. ② Xu Baiqiao from Haitong International Securities stated that the industry is currently in a stage of clearing and adjustment. As the end of the year approaches, the concentration of signing orders may increase, leading to potential price fluctuations. However, the overall room for decline is limited, the price bottom is already clear, and the photovoltaic industry is accelerating its return to order.

cls.cnDec 3, 2024 19:02 ET

Sanfu New Era: Demand for chemicals for PCBs is picking up, and composite copper foil equipment is ready for mass production | A direct look at the earnings conference

①It is reported that the company's MSA eco-friendly high-speed tin-plating special chemicals, due to its significant advantages in eco-friendliness and other aspects, have replaced the products originally used by customers and are currently being exported to Belarus; ②Mr. Shang Guan Wenlong stated that the company's one-step method and two-step method (hydroelectric plating) composite copper foil production equipment have been delivered, and currently have the capability to produce and ship in large quantities.

cls.cnNov 25, 2024 05:41 ET

Traffic control technology: The truck platooning system has completed the development of its main functions but has not yet generated revenue in the low-altitude economy sector | Directly at the earnings conference.

① Traffic control technology provides flight management systems and related services based on drones, entering the low-altitude economy field. With its virtual grouping technology, it is entering hot market areas such as vehicle networking and integrated vehicle-road-cloud applications; ② The chairman of traffic control technology, Gao Chunhai, stated that as of the end of the third quarter of this year, revenue has not yet been generated in the low-altitude economy sector; in terms of integrated vehicle-road-cloud, the truck convoy system has completed the development of major functions and is currently undergoing testing on closed roads.

cls.cnNov 21, 2024 00:35 ET

The Huawei master-level AI agent on Kaggle has emerged, and domestic AI applications are expected to continue flourishing.

① According to Kaggle's promotion system, the end-to-end autonomous data science asia vets (agent) - Agent K v1.0, jointly launched by Huawei Noah's Ark Lab and University College London team, has already obtained 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source Securities stated that the domestic AI Agent has made positive progress, and AI applications are expected to thrive.

cls.cnNov 17, 2024 19:16 ET