Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to incur a loss of 0.613 billion yuan in 2024, with revenue from AI-related IP licensing business accounting for approximately 40%.

① It is estimated that Verisilicon Microelectronics (Shanghai) Co., Ltd. will achieve a revenue of approximately 2.323 billion yuan in 2024, which is basically the same as in 2023; ② In the fourth quarter of 2024, revenue from Verisilicon Microelectronics (Shanghai) Co., Ltd.'s chip design business is expected to increase by approximately 81% year-on-year, and R&D expenses in 2024 are expected to increase by approximately 32% year-on-year.

cls.cnJan 20 10:54 ET

Investment failures do not change the cross-industry ambition; the 'payment veteran' Lakala Payment shifts to credit rating.

① Lakala Payment can leverage the market channels and customer resources of Zhongbei Lian and Bangde Shuke to further expand the market coverage of credit information services, attracting more corporate and Financial Institutions clients. ② In the context of "thin profits" in payments and acquiring rates, institutions opting for horizontal expansion of "payment +" solutions and extending partnerships with merchants and scenario partners has become a major trend.

cls.cnJan 16 04:55 ET

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.

cls.cnJan 15 19:23 ET

Involved in the Xiaohongshu Concept? Montnets Cloud Technology Group's full acquisition plan has been released. The symbol previously attempted to go public on GEM but was unsuccessful. | Quick reading of the announcement.

① Montnets Cloud Technology Group intends to acquire 100% of BiCheng Digital's shares, and the company's Stocks will resume trading from January 16. ② BiCheng Digital has attracted attention due to its business cooperation with Xiaohongshu. ③ BiCheng Digital previously attempted to go public on the GEM but was unsuccessful, with net profit Indicators in 2022 and 2023 even surpassing those of Montnets Cloud Technology Group.

cls.cnJan 15 09:59 ET

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.

cls.cnJan 14 18:49 ET

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.

cls.cnJan 14 18:49 ET