Star Evening Report | Shareholders of Beijing Kingsoft Office Software, Inc plan to inquire about the transfer of 7.7618 million shares. Angruiwei's IPO application on the Star has been accepted.
① Multiple Star companies stated that their local Business was not affected by the earthquake; ② Manus announced two pricing plans of $39 and $199; ③ NVIDIA's special supply GPUs for the mainland saw a surge in orders.
The wave of L orders from large factories has really arrived? After the mysterious 'Company X' ignited the market, Hongjing Technology officially announced a 0.7 billion L order | Quick read announcement.
① Hongjing Technology will provide intelligent computing project services to Company Y, with a total contract amount of 0.721 billion yuan and a contract period of five years. ② Previously, the two large Orders of around 3.7 billion yuan from Hainan Huatie and Lanyun Technology sparked the market, with Hainan Huatie recently stating that the market demand for computing power is quite strong. ③ There are rumors in the market about a wave of large Orders for computing power from major companies, but Hongjing Technology has not responded directly, and other companies have also not disclosed specific information about customers to reporters.
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.
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.