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GPT-4O brings brand-new interaction capabilities, multi-modal AI leader 20cm rises and stops this week, institutions are intensively investigating related listed companies
① When surveyed by the agency, Tom said that GPT-4o has shown comprehensive ability in terms of emotional value such as emotional perception and simulating human tone for interaction, which is highly consistent with the development direction of Tom Cat AI products focusing on the field of emotional companionship. ② Sort out the industry sectors that institutions are most concerned about this week (attached table), the list of listed companies (attached shares), and the latest research on the multi-modal AI industry.
Guanghe Technology (001389.SZ): The current operating rate of the Guangzhou plant is about 90%, and the current operating rate of the Huangshi plant is about 70%
Gelonghui May 15 丨 Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, on “What are the operating rates of Guangzhou and Huangshi factories?” The company replied that the current operating rate of the Guangzhou plant is about 90%, and the current operating rate of the Huangshi plant is about 70%.
Guanghe Technology (001389.SZ): Next year's increase in production capacity will mainly come from the Thai factory
Gelonghui May 15 丨 Guanghe Technology (001389.SZ) held an online conference on May 14, 2024 on “How will production capacity increase next year?” The company replied that next year's increase in production capacity will mainly come from the Thai factory.
Guanghe Technology (001389.SZ): The Thai factory is expected to be completed and put into operation by the end of this year, with annual sales of about 2 billion yuan at full production
Gelonghui May 15 | Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, to discuss “Can the Thai factory be put into operation by the end of this year? What is the approximate production value? Do you mainly work as a server? Is it mainly aimed at overseas customers?” The company replied that the Thai factory is expected to be completed and put into operation by the end of this year, with annual sales of about 2 billion yuan at full production. The main products are positioned as next-generation server and switch products, which are mainly aimed at overseas markets.
Guanghe Technology (001389.SZ): Has not passed Nvidia's supplier certification
Gelonghui May 15 丨 Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, to ask “Is there any cooperation with Nvidia now?” The company replied that the company has not yet passed Nvidia's supplier certification.
Guanghe Technology (001389.SZ): By May of this year, PCIE5.0 shipments accounted for nearly 60%
Gelonghui May 15 | Guanghe Technology (001389.SZ) held an online conference on May 14, 2024, on “The impact of upgrading PCIE4.0 servers to PCIE5.0 servers on the company's revenue and profits?” The company replied that starting from the second quarter of 2023, PCIE 5.0 orders will begin to be distributed month by month, and PCIE 5.0 servers will reach 30% of total server revenue in 2023. As of May of this year, PCIE 5.0 shipments accounted for nearly 60%. Compared to PCIE 4.0, the unit price of PCIE 5.0 has increased significantly, with regard to revenue and
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