Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.
DeepSeek's popularity surged over the weekend, and related industry chain companies are expected to ride the wave.
① The AI company DeepSeek, under the Algo brand Huange, became an overnight sensation, trending across major mainstream media and social media in the USA. ② A report from CITIC SEC indicates that the smaller parameter size of the DeepSeek model compared to the GPT-4 model also means lower inference costs, and the reduction in inference costs will be a precursor to the widespread adoption of AI applications.
TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.
① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.
[Data View] Institutions and speculative funds are selling off Leo Group Co., Ltd. with powerful positions exceeding 0.4 billion to seize Zhejiang XCC Group.
① Leo Group Co., Ltd. under the Douyin concept stocks was sold by Institutions for 0.319 billion, with two major speculative seats combined selling 0.265 billion. ② Zhejiang XCC Group under the Robot Concept stocks was purchased by GTJA's Shanghai Haiyang West Road branch for 0.421 billion, and was bought by Huaxin Securities' Shanghai Wanping South Road branch for 0.204 billion.
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.
The annual report is approaching, and Simei Media was fined for information disclosure violations five years ago. Two days ago, it just announced the resignation of its financial负责人.
① The annual report is about to be disclosed, and Simei Media has suffered consecutive setbacks; ② The penalties for the stock equity trade information disclosure violations from five years ago have been announced; ③ For two consecutive years, the financial responsible person has left the company around the time of the annual report disclosure.