In some Industries, investment has slowed down alongside changes in demand structure, resulting in a decline in both revenue and net profit for Lingyun in 2024.
① Recently, the humanoid robots of Yushu Technology have attracted the attention of investors in the Capital Markets, and the stock price of Lingyun Guang, as a "Robot Concept stock," has shown significant fluctuations; ② The company stated that as of now, the total service revenue provided to Yushu Technology is only 0.01 million yuan, and there are no outstanding Orders from Yushu Technology.
Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.
① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.
Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.
① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.
The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.
① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.
After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research
① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.