[Data Observation] The four major futures indexes have substantially reduced short positions, and two Institutions Sell Leyard Optoelectronic 0.528 billion.
① Among the four major Equity Index Block Orders, only IM has slightly increased long positions, while the short positions in all four contracts have significantly decreased. ② First-line funds maintain a high level of activity, with Siasun Robot&Automation and Consumer still being the key areas of focus.
Huawei Shengsi Artificial Intelligence Framework Summit will soon be held to accelerate the prosperity of AI applications
① According to media reports, on December 14, the Shengsi Artificial Intelligence Framework Summit will be held in Beijing. ② CITIC Securities said that the model ecosystem is booming rapidly, and it is expected that in 2025, with the support of upgrading model capabilities and lowering the threshold for industrialization, combined with the implementation of applications such as agents, the commercialization of AI will continue to accelerate.
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.
A significant bullish announcement is coming! Which directions might be the core of capital's attention?
Track the entire lifecycle of the main sector.
OpenAI has released the AI video generation model Sora, and the core AI application companies are expected to achieve rapid growth.
① OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input desired scenes, and Sora will return high-definition video剪辑 results. ② china galaxy recommends continuously focusing on the growth of domestic AI applications and their monetization capabilities.
The monumental changes at OpenAI have come so quietly, marking the beginning of a new era of AI reasoning.
As the first large-scale model with true general reasoning capabilities, the o1 model's ability in handling complex problems and inference tasks may herald a historic turning point for ai technology.