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Richinfo Technology: Tusheng Music App has already attracted hundreds of thousands of C-end users, focusing on app + smart computing to build AI full-stack service capabilities | Company research.
① Richinfo technology this year is focusing on exploring AI applications, with AI Agent considered one of its core directions. The AI music application, Cai Ling Tu Ge Le, currently has hundreds of thousands of seed users on the consumer side; ② Richinfo technology is aligning with the operators' business layout to develop computing power. The AI-native cloud computing solution, Rich AICloud, has been implemented in multiple areas such as training and inference of large models at the scale of hundreds of billions of parameters, as well as acceleration of AI tools.
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
The native hongmong system has expanded to the tablet sector, and the huawei hongmong ecosystem is expected to experience accelerated development.
On the morning of November 21, following the release of smartphones, Huawei's terminal announced on its official social platform that a tablet equipped with the native Hongmeng OS will soon debut at the Mate brand event. This marks Huawei's first expansion of the native Hongmeng OS to the tablet track.
The Ministry of Commerce has once again provided substantial policy support, and the cross-border e-commerce industry is expected to stand at the forefront.
On November 21st, the Ministry of Commerce issued a notice on promoting the stable growth of foreign trade. The notice points out the promotion of cross-border e-commerce development. Continuously promote the construction of overseas intelligent logistics platforms. Dongxing Securities' research report pointed out that in the global inflation background, consumers' consumption behavior will be more rational, providing good development opportunities for the shift to online consumption and the high-quality domestic products with good value for money, overall bullish on the growth of the cross-border e-commerce industry.
The global data cross-border flow cooperation initiative has been launched, and the cni data factor index industry is expected to usher in a qualitative change.
According to the WeChat official account of Cyberspace Administration of China, the National Cyberspace Administration of China has put forward a global data cross-border flow cooperation initiative, aiming to balance the relationship between technological innovation and security, economic development, and personal privacy protection. Tianfeng Securities believes that with the implementation of detailed rules for data elements and accelerated promotion of typical application cases, the industry is expected to undergo a qualitative change.
ST Huatong announced a special treat of 50 million yuan for repurchase has been achieved. The secretary to the board once expressed the intention to apply to the exchange for 'take off the hat' as soon as possible. | Speed Announcements
①After the administrative penalties were imposed, zhejiang century huatong group fulfilled its buyback commitment and announced the completion of a 50 million yuan repurchase; ②Due to issues such as goodwill impairment, zhejiang century huatong group recently received other risk warnings, and the stock abbreviation was changed to "ST zhejiang century huatong"; ③Zhejiang century huatong's secretary to the board, Huang Yi, once stated that the company will be more cautious in financial handling especially in dealing with goodwill issues, striving to apply to the exchange for "take off the hat" as soon as possible.
The Huawei master-level AI agent on Kaggle has emerged, and domestic AI applications are expected to continue flourishing.
① According to Kaggle's promotion system, the end-to-end autonomous data science asia vets (agent) - Agent K v1.0, jointly launched by Huawei Noah's Ark Lab and University College London team, has already obtained 6 gold medals, 3 silver medals, and 7 copper medals. ② Open-source Securities stated that the domestic AI Agent has made positive progress, and AI applications are expected to thrive.
Increasing investment in machine vision, Lingyun Guang plans to acquire industrial camera assets for 0.1 billion euros with a valuation appreciation rate of 416%.
①Lingyun Guang stated that the company's acquisition of JAI's industrial camera business can stimulate synergies between the two companies in machine vision technology, products, markets, supply chain, etc.; ②In 2022 and 2023, JAI's net income was 50.42 million yuan and 34.27 million yuan respectively, showing a declining trend.
【Data Analysis】Trading volume of honglietf surges, institutions and speculative funds join hands to snap up iflytek co.,ltd.
① Among the top ten etfs with the highest transaction value growth, the invesco great wall csi dividend low volatility 100 etf (515100) saw a nearly fivefold increase in transaction value compared to yesterday, ranking first. ② iflytek co.,ltd. received 0.192 billion from institutions today, with a total buy of 0.388 billion from two major speculative trading positions.
China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.
①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
On October 25, 2024, zhipu AI launched its self-developed intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. Currently compatible with 8 well-known application software such as WeChat, Taobao, Meituan, Xiaohongshu.
iflytek co.,ltd. quarterly profit turned positive! Profit for the third quarter increased significantly by 120.87% year-on-year | Financial Report Insights
In the third quarter of 2024, iflytek co.,ltd. increased its investment and layout in the research and development of the large-scale Xunfei model, while achieving a profit in the quarter. The company stated that the new generation of cognitive intelligence large-scale model "Xunfei Xinghuo" has become the first choice of central state-owned enterprises.
It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
China Internet Security Association recommends reviewing intel products! The cybersecurity sector may see strong event catalysts.
The China Cyberspace Security Association stated in a document that Intel's security vulnerabilities are frequent. It is recommended to conduct a cybersecurity review of Intel's products sold in China to effectively protect China's national security and the legitimate rights and interests of Chinese consumers. Sinolink research reports pointed out that there are long-term investment opportunities in the cybersecurity sector, individual stocks in the cybersecurity sector have been adjusting for three consecutive years, and the sector currently combines cost-effectiveness and turnaround logic.
Huawei's Star Flash industry chain is steadily advancing upstream and downstream, with the prospect of achieving large-scale commercial implementation in the next two years.
On the 14th, COLMO, in collaboration with shanghai asia vets, revealed that they will launch the first StarFlash sensing refrigerator - TURING2.0. This is the first time that StarFlash radar sensing has been applied in the smart refrigerator field. Huaxin Securities analyst Mao Zheng predicts that from 2024 to 2025, StarFlash technology is expected to achieve large-scale commercial landing in smart scenarios, with a broad market for wireless short-distance communication replacement.
Industry, policy, and education are all launching three initiatives. Institutions recommend focusing on the symbol of the HarmonyOS industry chain.
Huawei Developer Official Website announces the Hongmeng Native Application Developer Incentive Program. Zhongtai Securities pointed out that the Hongmeng native application ecosystem is maturing. In 2024, the Hongmeng large-scale commercialization is imminent, expected to drive a large number of application software vendors to adapt, migrate, and develop work, benefiting the Hongmeng industry chain symbols. The recommendation is to focus on industry chain operating system partners, application partners, and hardware integration partners.
China Mobile has entered the game! The four-legged robot dog has arrived.
①China Mobile showcased its self-developed humanoid robot for the first time, which is expected to mainly serve household scenarios in the future, with formal commercial use expected in 3-5 years; ②China Mobile is planning to pilot the deployment of humanoid robots for simple tasks in semi-structured scenarios in retirement homes or communities next year.
Concept Dynamics | Caijing Community's thematic library adds the concept of "debt-to-equity swap"
The State Council Information Office held a press conference on October 12, 2024. Minister of Finance Lan Fo'an stated that plans to significantly increase the debt limit at one time, replace the local government's existing hidden debts, and increase support to help local governments resolve debt risks. Overview of debt restructuring concept stocks.
More than 40 brokerages have launched the HarmonyOS version of trading software for public testing. The development of the HarmonyOS ecosystem continues to exceed expectations.
According to the Shanghai Securities News, since the official start of the HarmonyOS NEXT public beta on October 8th, as of October 9th, more than 40 brokerages have launched the public beta of Hongmeng version trading software. Shanghai Securities Wu Tingting believes that with the completion of more beta versions of Hongmeng native applications, the progress of the Hongmeng ecosystem is expected to continue to exceed expectations.
Teslink is sprinting to become the first stock of AIoT in china, with strategic investments from jd.com, SenseTime, iflytek co.,ltd., and others.
Tesla has submitted a prospectus to the Hong Kong Stock Exchange, with citic sec and haitong int'l acting as joint sponsors. Established for 9 years, Tesla has conducted a total of 9 rounds of financing, with the D round financing reaching as high as 2 billion RMB.