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.
OpenAI's 12-day event opens, and AI applications are expected to receive continuous stimulation.
① The 12-day event by OpenAI has commenced. At the first day's event, OpenAI founder Sam Altman stated that today the "fully powered" reasoning model o1 and ChatGPT Pro are being released. ② Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more blockbuster AI products will emerge in the future, continuously driving the growth of the media market.
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
Double down on shanghai film! Dai Yun, General Manager of Shanghai Film, said that the integration of IP business and traditional business will become increasingly important.
① Recently, shanghai film announced plans to acquire 19% of the shares in shanghai film yuan held by shanghai film group and shanghai mei film. After this trade is completed, the equity structure of shanghai film yuan will be 70% held by the company, 30% held by shanghai mei film, and shanghai film group will no longer hold shares directly. ② At the "shanghai film power share meeting" held yesterday, the general manager of shanghai film, Dai Yun, revealed that the integration of the company's IP business with traditional business will increase in the future.
The box office of Shanghai film weakens, the number of viewers decreases, and the performance of Shanghai film in the first three quarters is under pressure. | Interpretations
① Due to the weak performance of the large cap film market this year combined with the decline in audience numbers, the revenue and net profit of Shanghai film in the first three quarters decreased year-on-year. ② Considering the smooth progress of the company's major IP business, a blockbuster animated film is scheduled for release next year, and institutions expect the company to have a prosperous year in terms of product development.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
On October 25, 2024, zhipu AI launched its self-developed intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. Currently compatible with 8 well-known application software such as WeChat, Taobao, Meituan, Xiaohongshu.