After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET

Significant progress in domestic models is expected to bring broader commercialization opportunities for AI applications.

① In recent years, significant progress has been made in domestic models. The release of DeepSeek-R1 aligns in performance with OpenAI-o1's official version, but at a lower cost, which is expected to bring about broader application implementation and commercialization opportunities downstream. ② Western Securities believes that the emergence of interactive multimodal large models is expected to drive a transformation in human-computer interaction.

cls.cnFeb 4 19:03 ET

[Data Watching] QUANSHANGETF trading volume surged, three leading funds raised nearly 0.5 billion to buy Hand Enterprise Solutions.

① The transaction volume of several QUANSHANGETF has greatly increased, among which the E Fund CSI Hongkong Bond Investment Theme ETF (513090) saw a 214% increase in transaction volume compared to the previous period. ② The AI Asia Vets Concept stock Hand Enterprise Solutions received a total Buy of 0.46 billion from three major first-line speculative positions.

cls.cnJan 23 04:49 ET

ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.

① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.

cls.cnJan 20 19:02 ET

The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.

① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.

cls.cnJan 16 19:20 ET