Cultural and creative toys (millet economy)
- 1326.862
- +11.328+0.86%
Once again hitting the limit up, 36 public funds have heavily invested in Beijing Enlight Media, with the ETF being the biggest winner as funds are taking profits and exiting.
① Following the previous 3 boards in 5 days, Beijing Enlight Media once again hit the daily limit today; ② The animation and gaming ETF and film and television ETF, heavily invested in this stock, led the market, but funds have accelerated their outflow recently; ③ Some active equity Funds increased their holdings in this stock in the fourth quarter of last year.
[Data Watching] Institutions have continuously offloaded Beijing Enlight Media, while the activity of leading speculators has significantly increased against the trend.
① Beijing Enlight Media, which reached a historical high, saw two Institutions Sell 0.308 billion. The stock also faced over 70 million in Institutional Sell yesterday. ② The activity level of speculative funds increased against the trend, with many stocks seeing over 100 million in trading. Among them, Greatoo Intelligent Equipment Inc. received a total Buy of 0.378 billion from four leading speculative fund seats, and Lianhua Holdings received a Buy of 0.278 billion from the Chongqing Jin Kai Avenue branch of Founder Securities.
[Data Review] Two powerful speculators with over 0.4 billion rush to acquire UCloud, while various funds join forces to sell off Beijing Enlight Media.
① DeepSeek Concept stocks have seen Ukerde receive a total Buy of 0.443 billion from two frontline fund accounts. ② Beijing Enlight Media was Sold over 90 million by Institutions, with CITIC SEC's office in Peking's Jianguo Street selling 0.352 billion, and a Algo position also selling over 90 million.
Beijing Enlight Media became the biggest winner of the Spring Festival slot.
Box office champion.
Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.
Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.
① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.
Mubang High-Tech's performance raised multiple questions and inquiries, and the highly-paid "flag bearer" hired to guide the transformation has resigned | Interpretations
① Mubang High-Tech expects a net loss of 0.42 billion yuan to 0.52 billion yuan last year, with a non-recurring net loss of 1.17 billion yuan to 1.44 billion yuan; ② The company's performance has just hit a "critical point," and the Shanghai Stock Exchange issued an "Inquiry Letter," requiring an explanation of whether there is a situation of avoiding delisting by prematurely recognizing income; ③ Before the end of the year, Company Executives have successively resigned, including a prominent figure who was hired with a high salary to guide the company's transformation.
Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations
① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.
At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.
According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.
The Volcano Engine creates an AI voice toy, which may become one of the first applications of AI Hardware.
① It is understood that Volcano Engine has collaborated with Shanghai Fortune Techgroup to create AI voice toys, with its Wi-Fi module provided by Bestechnic (Shanghai) Co., Ltd. Tuya Inc. also participated in providing relevant modules and integration platforms. ② GF SEC analyst pointed out that the AI toy sector combines Education and companionship attributes, representing a real demand direction for AI Hardware, and is Bullish about the market potential for AI toys.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.
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.
Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.
Track the entire lifecycle of the main sector.
128 becomes 8! Ou Ya shares go crazy and "return" products, planning to purchase Nvidia chip server (to) "cut off at the ankle".
According to the agreement, the number of high-performance computing servers originally planned to be purchased with 128 embedded nvidia GPU chips has been changed to 8. As of today, Runxin Supply Chain has delivered 8 computing servers to Ouchuang Engine, all of which have passed the acceptance inspection.
Warren Buffett's Investment Protégé Grew His Retirement Fund From $70,000 To $264 Million — An Account He Opened When He Earned Just $22,000 Per Year: 'In A Perfect World, Nobody Would Know About This Account'
AI concept stocks continue to differentiate in the third quarter report: Dawning Information Industry's net profit increases by 20% year-on-year, Kunlun Tech turns to loss, and Zhejiang Jinke Tom Culture Industry's net profit decreases significantly by 87
Dawning Information Industry has shown stable growth in the fields of information innovation and AI, Kunlun Tech has increased its overseas business income, and Zhejiang Jinke Tom Culture Industry's performance has declined due to global economic weakness and lack of new product launches.
ING Offloads 85% Stake In Cobase To Alpha Group In Strategic Fintech Deal
How Warren Buffett's Fund Manager Turned $70K Into $264M: 'In A Perfect World, Nobody Would Know About This'
Online content marketer “Play Group” submitted to the Hong Kong Stock Exchange. The compound annual growth rate of revenue reached 76%, and Perfect World held 6.93% of the shares
December 24 review: With sufficient reserve momentum this week, next week saw a substantial increase in trading volume as block orders targeted 5 stocks.
On December 24th, the three major indices opened higher and then fell back, with the Shanghai Composite Index maintaining a low consolidation, while the ChiNext Price Index led the decline in the two cities. In terms of sectors, the medical sector collectively surged, with traditional Chinese medicine stocks leading the gains, while food processing, retail, and other consumer stocks were active against the trend; new energy sectors such as lithium batteries, photovoltaics, and energy storage all fell across the board, with the heavyweight Contemporary Amperex Technology dropping over 9% intraday. The indices continued to weaken in the afternoon, with the ChiNext Price Index's decline expanding to 2.7% at one point. Stocks related to nurturing diamonds and the non-fungible token (NFT) concept surged, while sectors like autos, rare earths, fluorine chemicals, and digital currency remained sluggish. Overall, market sentiment is cooling, and individual stocks are showing a general downward trend in the two cities