AI applications
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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.
The demand for AI multimodal data has increased significantly, and Haitian Ruisheng is expected to turn a profit in 2024 by establishing a Technology company involved in multiple AI Business.
① Haitian Ruisheng's Net income for the year 2024 is 11.215 million yuan, turning a profit year-on-year; ② Haitian Ruisheng and others established a data Technology company, including multiple AI Business sectors.
The demand for AI Education Hardware is expected to continue to grow as educational companies intensively integrate with the DeepSeek large model.
① Recently, leading companies such as Xueersi, NetEase Youdao, Offcn Education Technology, Yuanfudao, and Zuoyebang have announced the integration of the DeepSeek large model. ② Zheshang pointed out that, empowered by AI and other Asia Vets applications, the demand for Consumer Hardware in education is expected to continue growing, thereby driving the sustained growth of the learning machine market size.
Star Evening News | Semiconductor Manufacturing International Corporation's guidance for 2025 revenue outperforms peers. Beijing Longruan Technologies Inc. and Yongxin Zhicheng released announcements of significant changes.
① Eleven departments: Strongly promote the integration and application of AI technology in the Copper Industry; ② The EU launches a 20 billion euro Fund to support AI super factories; ③ Li Yanhong discusses DeepSeek: Continuous investment in AI infrastructure is still needed.
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.
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.
Star Evening News | Na Rui Radar, Jun Pu Asia Vets and others predicted profits for 2024. Fujian Foxit Software Development Joint Stock plans to acquire 51% equity in Tongban Information for 0.475 billion yuan.
① The Ministry of Commerce and 8 other departments: Explore efficient collaborative autonomous driving technology applications based on vehicles, roads, networks, clouds, and maps in multiple scenarios; ② The Financial Regulatory Bureau: Actively adapt to the trend of intelligent driving; ③ The installed capacity of renewable energy power generation in our country has surpassed that of thermal power generation for the first time.
ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.
① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.
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.
Demand in the AI vision sector is strong. ArcSoft Corporation expects revenue and net profit in Q4 2024 to reach the highest level in nearly three years for a single quarter.
ArcSoft Corporation expects to achieve revenue of 0.241 billion yuan in the fourth quarter of 2024, with a forecasted net income attributable to the parent company of 89.71 million yuan. Both performance indicators set a new quarterly high for the company since early 2021; As a provider of Machine Vision algorithm services and solutions, ArcSoft Corporation benefits from the strong demand for AI technology across various industries, particularly in the fields of Consumer Electronics and Smart Automobile.
High R&D investment and a decline in the terminal hospitalization price of products have resulted in Beijing Hotgen Biotech Co., Ltd turning from profit to loss in 2024, with Q4 net profit decreasing almost fivefold year-on-year.
① Regarding the main reasons for the decline in performance, Beijing Hotgen Biotech Co.,Ltd attributes it to high R&D investment, intensified competition in the Industry, and increased R&D investment from joint ventures. ② As medical centralized procurement continues to advance, competition within the Industry intensifies, leading to further declines in the terminal hospitalization prices of products, and Beijing Hotgen Biotech Co.,Ltd's single machine revenue and output rate have shown varying degrees of decline.
[Data Watch] Institutions and retail investors are engaged in fierce competition for Shenzhen Infogem Technologies as Algo funds rush to buy Recent IPOs.
① The Internet Finance concept stock Shenzhen Infogem Technologies was sold by Institutions for over 60 million, receiving over 0.12 billion in total from two leading speculative trading positions. ② Recent IPOs Tianhe Magnetic Materials received over 80 million from one Algo trading position.
Beijing Kingsoft Office Software, Inc CEO Zhang Qingyuan: Let AI become the central nervous system of every enterprise | Voices of AI Leaders ・2025
① In the past year, Beijing Kingsoft Office Software, Inc found the right direction in the field of AI: it should leverage its expertise at the application level, as future AI large models will definitely be implemented through applications; ② In the future, the goal of Beijing Kingsoft Office Software, Inc is to make AI the central nervous system of every enterprise, helping businesses establish their own 'corporate brain.'
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.
NVIDIA releases the general robot model RVT-2, accelerating the implementation of humanoid robot intelligence.
① NVIDIA has released the robot's Hardware solution Jetson Orin series chips and Software solution Isaac platform, which can be used for the training, development, simulation, and deployment of robots throughout the process. ② Changjiang Securities stated that NVIDIA, being a core manufacturer of AI computing power, has entered the field of humanoid robots, and is expected to provide strong technical support for downstream robot software manufacturers, accelerating the iteration of AI model training.
Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.
The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.
OpenAI has released the AI video generation model Sora, and the core AI application companies are expected to achieve rapid growth.
① OpenAI has released the long-awaited AI video generation model Sora, which is similar to OpenArt's AI tool DALL-E. Users input desired scenes, and Sora will return high-definition video剪辑 results. ② china galaxy recommends continuously focusing on the growth of domestic AI applications and their monetization capabilities.
The monumental changes at OpenAI have come so quietly, marking the beginning of a new era of AI reasoning.
As the first large-scale model with true general reasoning capabilities, the o1 model's ability in handling complex problems and inference tasks may herald a historic turning point for ai technology.
OpenAI's 12-day event opens, and AI applications are expected to receive continuous stimulation.
① The 12-day event by OpenAI has commenced. At the first day's event, OpenAI founder Sam Altman stated that today the "fully powered" reasoning model o1 and ChatGPT Pro are being released. ② Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more blockbuster AI products will emerge in the future, continuously driving the growth of the media market.
AI guru started to shuffle madly.
Integration is on the rise.