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.
[Market Data] The trading volume of ChinaAMC Nomura N225 ETF(QDII) surged over 11 times as retail investors and Algo jointly rush to seize Inmyshow Digital Technology.
① The trading volume of two ChinaAMC Nomura N225 ETF(QDII) increased significantly today, with the trading volume of the ChinaAMC Nomura N225 ETF(QDII) (159866) growing by 1145% compared to yesterday. ② Inmyshow Digital Technology, a small red book concept stock, was purchased for 0.124 billion by the Zheshang securities branch on Wuxing Road in Hangzhou, while two Algo positions together bought 0.259 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.
In 2024, Douyin e-commerce sales increased nearly 40% year-on-year, and the Industry Chain continues to show a thriving development trend.
According to reports, in 2024, Douyin e-commerce sold 15.4 billion orders, a year-on-year increase of 39%. A total of over 53 million live-streaming sales have facilitated Trade, with nearly 0.15 million items achieving sales over one million yuan in the live-streaming rooms. Liu Wenzheng from Minsheng Securities stated that the e-commerce Industry continues to develop and evolve; in a complex Operation environment, Douyin e-commerce still maintains a vigorous growth trend.
The Byte Volcano Engine Developer Conference is about to begin, and the performance of domestic AI applications is expected to be rapidly released.
On December 19, the developer forum of the Volcanic Engine Winter FORCE Power Conference will be launched, focusing on the practices of the Volcanic Engine in the development, application, and implementation of large models. Northeast Securities' Wu Yuanheng believes that next year will be a significant year for domestic AI software and Hardware, driving rapid performance releases of related leading applications and Hardware companies.