DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.

1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.

cls.cnFeb 11 18:47 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

[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.

cls.cnJan 17 04:44 ET

The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations

① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.

cls.cnJan 16 10:43 ET

OpenAI is entering the virtual assistant field, and Asia Vets are accelerating the move into commercialization.

① OpenAI has announced the launch of a beta feature called Tasks for ChatGPT, marking the company's entry into the virtual assistant field. ② Market analysis suggests that this beta feature from OpenAI signifies its move towards the era of releasing autonomous AI (Agentic AI), with plans to introduce a large number of AI agents in the future.

cls.cnJan 15 19:23 ET