AI applications
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AI guru started to shuffle madly.
Integration is on the rise.
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 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.
An illegal stock recommendation article evaporated hithink royalflush information network 24 billion, indeed many stock recommendation groups disbanded, the company's response: the rumors are not true.
① Rumors about hithink royalflush information network being involved in illegal stock recommendations and being under investigation circulated during the trading session today, to which hithink royalflush information network responded that neither situation exists; ② On social media, there have been allegations that employees of hithink royalflush information network engaged in unlicensed stock recommendations; ③ Employees of hithink royalflush information network's shareholding platform have reduced their holdings at a high level, with 139 public funds heavily invested in this stock during the third quarter.
The breeze of the short play blows towards the usa
kunlun tech enters the usa short drama market.
Are bank stocks still worth buying? CITIC Financial Assets disclosed a comprehensive investment plan of 50.3 billion, with 30 billion increasing shareholding in Bank of China, China Everbright Bank.
①CITIC Financial Assets announced that it will invest approximately 50.3 billion yuan in a comprehensive investment plan, of which 30 billion will be directly used to buy shares of Bank of China, China Everbright Bank, and other institutions. ②CITIC Financial Assets and other institutional funds buying bank stocks is inevitable. As a large-scale institutional fund, due to considerations such as risk control and capital return, it will most likely prioritize 'high dividend stocks' over thematic stocks.
[Data Analysis] Short positions in IH and IF stock index futures increased significantly, with institutions selling more than 0.6 billion and dumping hithink royalflush information network.
① The short positions of the main contracts for IH and IF index futures have added more than 9,000 contracts, significantly more than the long positions. In addition, the long positions of IC and IM contracts have both significantly reduced. ② hithink royalflush information network was sold by two institutions totaling 0.64 billion, while the stock was fiercely battled by first-tier private equity funds.
Two industry leaders are jointly promoting the deployment of Robotaxi. Institutions continue to be bullish on the investment opportunities in autonomous driving.
According to media reports, on November 2, Xiaoma Zhixing and BAIC New Energy held a L4 self-driving car development technology cooperation signing ceremony at BAIC Bluepark. Both parties aim to achieve mass production of fully autonomous Robotaxi vehicles and jointly promote the large-scale implementation of autonomous driving travel services (Robotaxi).
Xiaomi's 'end-to-end' smart driving will start internal testing at the end of November, accelerating the development of domestic smart driving.
Lei Jun, Chairman of Xiaomi Group, stated on the 29th that on October 30th, Xiaomi autos' nationwide accessible city navigation will start full-scale push, while Xiaomi's end-to-end +VLM visual language large model smart driving will achieve "parking spot to parking spot", targeted internal testing invitations by the end of November, and pioneer version push by the end of December.
Haoyue Information's first financial report after going public: net income of approximately 0.307 billion yuan in the first three quarters, but Q3 net income saw a slight year-on-year decline.
1. The financial report shows that the company's revenue and net income attributable to the parent have increased in the first three quarters of this year. The total research and development investment during the same period increased by over 30%; 2. On the first day of its listing, the company's stock price opened high and continued to rise, but the net amount of IPO funds raised was still lower than the amount of funds intended to be raised in the prospectus.
Beijing Kingsoft Office Software, Inc. net profit attributable to the parent company increased by 16.41% year-on-year in the first three quarters, but domestic institutions' subscription services growth has stagnated.
① According to the financial report released by beijing kingsoft office software, inc, beijing kingsoft office software, inc achieved revenue of 3.627 billion yuan in the first three quarters of this year, a year-on-year increase of 10.90%, with a 16.41% year-on-year growth in net income attributable to the parent; ② The subscription business of personal office services in China remains the main driver of growth for beijing kingsoft office software, inc, with a year-on-year growth of 17.24% in the third quarter, while the growth of subscription and service business for domestic institutions is only 0.02%.
Market volatility affects the demand for information services, hithink royalflush information network Q3 net income decreased by 7.5%, Middle Eastern tycoons enter the top ten shareholders | Financial report insights
Hithink royalflush information network stated that the decrease in net income was mainly due to the impact of capital markets volatility on the demand for financial information services and the increase in the company's investment in the ai big model field. Hithink royalflush information network's top ten circulating shareholders have newly entered the Abu Dhabi Investment Authority and hold approximately 5.027 million shares.
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.
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.
fujian foxit software development joint stock: increase market layout in Southeast Asia and the Middle East, planning to include more AI assistant features | directly focus on earnings conference
①fujian foxit software development joint stock will continue to plan more AI assistant functions; ②As of now, the new products released by the company have not yet generated substantial revenue. Its director admitted that the company is reassessing the commercial prospects of the new products. Some may be optimized and merged before commercialization, while others may be planned for third-party collaborations.
【Data Analysis】Four major stock index futures short sellers contra-trend add positions, two first-line speculative funds join forces to sell shenzhen infogem technologies.
① The short positions of the four major stock index futures have all increased by more than a thousand contracts, with IH, IF, and IM contracts showing significantly more short positions than long positions. ② The silver of infogem technologies, which has been limit down for 6 consecutive days, was jointly sold by Guosheng Securities Sangtian Road and gtja Shanghai Jiangsu Road branch, with a total selling amount exceeding 90 million.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
[Data Analysis] Large reduction in short positions of IM futures, speculative funds and algo working together to sell shijiazhuang changshan beiming technology.
1. IM main contract short positions decreased by more than a thousand lots, while long positions slightly increased. 2. Hongmeng and state-owned enterprise reform concept stocks shijiazhuang changshan beiming technology were sold by two first-line institutional investors and simultaneously sold by a quantitative institutional investor for over 50 million.