Guoxin Securities: AI becomes the core driving force for media sector performance Focus on AIGC application-side investment opportunities
From concept to implementation, focus on application-driven media sector opportunities.
Kunlun World Wide 2024 Q1: Revenue is entirely supported by Opera, and AGI is still in the R&D investment period
In order to ensure the implementation of the “All in AGI and AIGC” strategy, Kunlun World Wide's R&D investment continues to rise.
Kunlun World Wide (300418): AI investment and investment business lead to performance fluctuations, forward-looking layout, leading AI advantage
Incident: 2024Q1 achieved revenue of 1,208 billion yuan, yoy -0.80%, qoq -2.15%; net profit to mother - 187 million yuan, yoy -188.38%, qoq-120.1
Kunlun Wanwei (300418): Overall revenue remains stable and the profit side fluctuates under the influence of investment business
The company released its 2024 quarterly report, with operating income of 1,208 million yuan, a year-on-year decrease of 0.79%, net loss of 187 million yuan, deducting non-net loss of 190 million yuan. Profits for the same period last year were 212 million yuan and 1.66 million yuan respectively
Kunlun World Wide (300418): The AGI Strategy Comprehensively Promotes Steady Growth of Opera
23. Net profit to the mother increased by 9%. In 24Q1, the net loss to the mother was mainly due to a sharp increase in R&D investment. Kunlun World Wei published an annual report & quarterly report. In 2023, revenue of 4.915 billion yuan (yoy +3.78%) was achieved, and the net profit to the mother was 12.
Express News | Kunlun Wanwei: Net profit loss for the first quarter was 187 million yuan, turning a year-on-year loss
Kunlun World Wide's revenue in the first quarter was 1.2 billion yuan, R&D expenses increased by 104%, and all in AGI and AIGC were determined
Glonghui, April 26 | Kunlun World Wide disclosed the results report for the first quarter of 2024. In the first quarter of 2024, the company achieved revenue of 1.21 billion yuan, of which overseas business revenue accounted for 88.4%, an increase of 6.2 percentage points over the previous year; the overall gross margin reached 78.4%, which remained at a high level. At the same time, the company firmly implemented the “All in AGI and AIGC” development strategy. In the first quarter of 2024, the company's R&D expenses reached 349 million yuan, an increase of 104.4% over the previous year. Under intense R&D investment, the overall operation of the company's core business still shows strong resilience
Kunlun Wanwei (300418): Net profit increased in the fourth quarter, high-frequency iteration of AI products broadened commercialization space
The company released its 2023 annual report, with operating income of 4.915 billion yuan, +3.78% year over year; net profit to mother of 1,258 billion yuan, +9.15% year over year; basic earnings per share of 1.05 yuan, +8.25% year on year; its
Guoxin Securities released a research report on April 26 stating that it gave Kunlun Wanwei (300418.SZ) an increase in holdings rating. The main reasons for the rating include: 1) revenue growth is steady, and earnings such as changes in fair value drive
Guoxin Securities released a research report on April 26 stating that it gave Kunlun Wanwei (300418.SZ) an increase in holdings rating. The main reasons for the rating include: 1) revenue growth is steady, and earnings such as changes in fair value drive the year-on-year increase in performance; 2) the share of overseas business continues to rise, and the search and advertising business is growing well; 3) large models and AIGC applications continue to advance; 4) overseas information distribution and metaverse business performance are good. (Mainichi Keizai Shimbun)
Kunlun World Wide (30041): Revenue growth is steady, AI and metaverse continue to advance
Revenue growth was steady, and earnings such as changes in fair value led to a year-on-year increase in performance. 1) The company disclosed its annual report for 23 years. For the whole year, the company achieved operating income of 4.915 billion yuan and net profit to mother of 1,258 billion yuan, an increase of 3.7 billion yuan, respectively.
With Yan Shuicheng as the leader, Kunlun Wanwei 2050 Global Research Institute and NUS and NTU released Vitron to establish the ultimate form of a multi-modal large model for general vision
Recently, a team led by Professor Yan Shuicheng, the Kunlun World Wide 2050 Global Research Institute, the National University of Singapore, and Nanyang Technological University in Singapore jointly released and open-sourced Vitron's universal pixel-level visual multi-modal large language model. This is a major multi-modal general vision model. It supports a series of visual tasks from visual understanding to visual generation, from low level to high level, solves the problem of image/video model fragmentation that has plagued the big language model industry for a long time, and provides a pixel-level general vision that fully unifies tasks such as understanding, generation, segmentation, and editing of still images and dynamic video content
Kunlun Wanwei (300418): Steady operating performance, continued implementation of ALLINAI's strategy
Key investment events: In 2023, the company achieved revenue of 4.915 billion yuan, yoy +3.78%, net profit to mother of 1,258 million yuan, yoy +9.15%, net profit of 660 million yuan after deducting non-return to mother, yoy-
Kunlun Tech's 2023 Profit Jumps 9%
Kunlun Tech's (SHE:300418) attributable profit rose 9.2% to 1.26 billion yuan in 2023 from 1.15 billion yuan in 2022, according to a Wednesday filing with the Shenzhen bourse. Earnings per share at th
Express News | Kunlun Wanwei: Net profit due to mother in 2023 was 1.26 billion yuan, up 9.15% year on year
Huajin Securities: AI applications are being implemented, and the competitive landscape of AI on the time-end side is hot
The Zhitong Finance App learned that Huajin Securities released a research report stating that on April 17, Kunlun World Wide announced that the “Tiangong 3.0” pedestal model and the “Tiangong SkyMusic” music model will officially open beta. As the first music SOTA model in China, the comprehensive performance of “Tiangong SkyMusic” surpassed SunOv3, making China's self-developed big model technology leading the world for the first time in the AIGC field. End side: According to market news, the first batch of AI features included in iOS 18, which Apple will release on June 10, will run entirely on the device, without involving cloud processing, and will later be provided by Goo
GF Securities: Increased AI search traffic, focus on commercialization progress
The Zhitong Finance App learned that GF Securities released a research report saying that in March 2024, AI search visits accounted for 24.21%. Search is the most visited sub-direction other than large models, and AI search traffic is growing rapidly. AI search has an improved experience compared to traditional search. It is mainly based on question-and-answer questions, specialized question answers, and visual presentation of search results. The presentation of professional search results is more logical, but there is still room for improvement in the entertainment content search experience. Currently, the main AI search tools are still undergoing initial commercial exploration. The business model focuses on C-side payments, user subscriptions, and A
AI-weighted stocks generally fell, with IFF falling more than 5%, Kunlun World Wide falling more than 4%, and many stocks such as Zhongji Xuchuang, Wanxing Technology, and Cambrian falling more than 3%.
AI-weighted stocks generally fell, with IFF falling more than 5%, Kunlun World Wide falling more than 4%, and many stocks such as Zhongji Xuchuang, Wanxing Technology, and Cambrian falling more than 3%.
The mobile game and media steering wheel initially weakened. Anhui New Media fell by more than 4%, while Zhongyuan Media, Kunlun Wanwei, Kaiying Network, Jiayun Technology, and Shanghai Film followed suit.
The mobile game and media steering wheel initially weakened. Anhui New Media fell by more than 4%, while Zhongyuan Media, Kunlun Wanwei, Kaiying Network, Jiayun Technology, and Shanghai Film followed suit.
OpenAI CEO Altman: GPT-6 is a general tool that can help in all aspects; ASML: It is reasonable for China to increase mature production capacity; ByteDance Europe launches new app TikTok Lite|AI Daily Morning News
① Kunlun World Wide Tiangong 3.0 and Tiangong Sky.Music music models begin public beta; ② ByteDance launches new app TikTok Lite in Europe; ③ Stanford University 2024 AI Index Report: Dharma Medical AI was selected for the annual highlight study.
Dongwu Securities: Optimistic about future advertising format innovation and other monetization models, and continue to pay attention to the update and iteration of AI search products
Currently, AI search products are still in their early stages. There are only two types: free and paid subscriptions. We are optimistic about future advertising format innovation and exploration of other monetization models, and continue to monitor the updates and iterations of AI search products.
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