A premium rate of 96.8%! Lingyun Guang intends to acquire a stake in PhotonicX AI, enhancing its investment in AI Communications.

① A representative from the company's Board Secretary Office stated that considering the subsequent cooperation and business synergy between both parties in the field of Optical Communications, Lingyun Guang holds one seat on the Board of Directors of the symbol company; ② Lingyun Guang also stated that the symbol company is currently in its early establishment phase, with a small asset scale, and during the business development process, it needs to continuously invest a large amount of capital and personnel, and may be affected by uncertainties such as macroeconomic conditions and Industry fluctuations.

cls.cnMar 26 00:05 ET

The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 00:30 ET

Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.

① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.

cls.cnMar 2 21:53 ET

In some Industries, investment has slowed down alongside changes in demand structure, resulting in a decline in both revenue and net profit for Lingyun in 2024.

① Recently, the humanoid robots of Yushu Technology have attracted the attention of investors in the Capital Markets, and the stock price of Lingyun Guang, as a "Robot Concept stock," has shown significant fluctuations; ② The company stated that as of now, the total service revenue provided to Yushu Technology is only 0.01 million yuan, and there are no outstanding Orders from Yushu Technology.

cls.cnFeb 27 20:39 ET

Alibaba's open-source text-to-video model Wanxiang 2.1 is expected to bring about a starting point for the explosion of AI applications.

① According to informed sources, Alibaba fully open-sourced its video generation model Wanxiang 2.1 on the evening of February 25. ② With AI video generation tools represented by Wanxiang continuing to iterate, their penetration into various application scenarios is expected to accelerate in the future.

cls.cnFeb 25 19:13 ET

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