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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.
New Consumer Daily | Xiaomi SU7 was launched in 24 hours with 88,898 units; Suning Tesco released the 2023 financial report, net profit fell sharply by 74.79% year-on-year...
New Consumer Daily, March 29. The main contents of today's New Consumer Daily include: Luo Yonghao talks about the expulsion of bad money from the Xiaomi SU7; several Xiaomi SU7 trademarks have passed preliminary examination; and the Yangtze River Delta Railway is expected to send 16.3 million passengers during the Qingming holiday.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Douyin launches independent app “Douyin Mall Edition”, which is expected to bring growth opportunities to ecosystem enterprises
① Recently, Byte launched an app called “Douyin Mall Edition” to compete with Taobao, JD, and Pinduoduo. This is also the first time that Douyin e-commerce has launched a comprehensive independent e-commerce platform in addition to the Douyin app. ② Douyin Telecom has agreed on a total turnover (GMV) target of over 3 trillion yuan for the whole year. To reach the target, Douyin e-commerce will need to grow by more than 36%, several times the growth rate of the entire e-commerce market.
Domestic big model Kimi's second-level market hype “comes and goes like the wind”: Huace Film and TV and other AI corpus data bulls “crashed”, and Palm Reading Technology almost staged a “sky floor”
① Kimi concept bull stocks have collectively cooled down, and the AI corpus data hype hit the brakes. Zhongguangtian almost staged “Sky Floor” in the Palm Reading Technology market. Haitian Ruisheng and Huace Film and Television both closed down more than 10%; ② According to the KIMI concept section of Choice Data, Haitian Ruisheng has not yet been included; ③ Attached is a list of A-share listed companies that cooperated/did not cooperate with Kiimi (attached table).
[Data review] Futures are long and short, and both sides have significantly increased their positions and sold Huace Film and Television for 200 million yuan
① According to the main contract data of the futures index, both long and short positions increased significantly today, and the number of IH and IC long positions added was higher than that of short positions. ② The activity of the Dragon Tiger List is average. Huace Film and Television and Bowei Alloy have net sales of nearly 200 million, while Jieshun Technology has net sales of 100 million.
Hot big model Kimi is suspected to be down! Many concept stocks continue to be sought after by capital
① Due to a sudden surge in traffic, this evening, when the “Science and Technology Innovation Board Daily” reporter logged on to KimiApp and Mini Program, the big model app under Dark Side of the Moon, it was once unusable. ② Recently, Kimi concept stocks have continued to be active. As of the close of trading on March 21, many concept stocks such as Huace Film and Television, Zhangyue Technology, and Zhongguang Tianze remained strong.
Big explosion! Leading companies went up and down 20cm one after another. Kimi concept stocks also have these
The agency believes that Kimi's “long text” label is gradually being strengthened, surpassing big foreign models, and related companies are expected to benefit.
Samsung plans to negotiate a price increase with downstream NAND flash memory in the storage market, which may welcome a sharp rise in volume and price
① Samsung Electric plans to renegotiate NAND flash memory prices with major mobile, PC, and server customers from this month to next month, with a target price increase of 15 to 20%. ② According to the Huachuang Securities Research Report, AI demand is strongly driven, and the storage market will experience a sharp rise in volume and price.
Bitcoin's “halving” is about to challenge record highs, and related companies are expected to continue to benefit
① On February 29, Bitcoin once surpassed 64,000 US dollars, continuing to hit a new high since November 2021. Bulls' optimism is heating up, and they believe it will soon break through the record high of nearly $69,000 hit in November 2021. ② According to Dongwu Securities Research Report, Bitcoin also has an impact on the stock prices of related listed companies, mainly mining companies, trading platforms, and coin holders.
Phantom beast Paru explodes! The “game+AI” era begins, and Ali Tencent starts a price war to compete for players
Currently, Alibaba Cloud and Tencent Cloud are prominently providing “Phantom Beast” deployment tutorials on the homepage, and have reduced the price of online game servers to a minimum of 26 yuan/month.
Losses expanded in the first year after the name change, “the first share in live e-commerce”, Yuanwang Technology changed its name and did not change operation|Financial Report Interpretation
① In 2023, Yuanwang Technology, the “first stock in live e-commerce,” continued to lose money, and the amount of loss increased; ② The market had long anticipated that Yuanwang Technology had no hope of reversing losses last year. The company lost 450 million yuan in the first three quarters of last year; ③ There were also highlights in Yuanwang Technology's operations last year, such as the total GMV of over 3.29 billion yuan during the Double Eleven period, an increase of 38% over the previous year.
The stock price of the participating company Guiguang Network fell, and Gehua Cable's performance turned into a loss last year
① Affected by the falling stock price of the participating company Guiguang Network, Gehua Cable experienced its first annual performance loss since listing, which is expected to exceed 148 million yuan. ② Last year, Guiguang Network had a cumulative decline of nearly 40%. As of September 30, 2023, Gehua Cable held 299.564 million shares of Guiguang Network, accounting for 2.48% of Guiguang Network's total share capital.
The Ministry of Industry and Information Technology promotes the accelerated formation of a standard system for the AI industry, and the commercialization process of AI applications is expected to accelerate
① The Ministry of Industry and Information Technology solicited public comments on the “Guidelines for Establishing a Comprehensive Standardization System for the National Artificial Intelligence Industry” (Draft for Comments) to accelerate the formation of a standard system to promote the high-quality development of the AI industry. ② Pacific Securities released a research report saying that the combination of AI technology and products in various fields at CES shows that AI technology is gradually being integrated into various application scenarios, and the launch of GPT Store is expected to bring about the rapid implementation of AI applications.
AIGC's WeChat “Little Essay” Explodes Two Gains and Stops Gravity Media Receives Regulatory Warning Letter
① Gravity Media announced today that due to preemptive publication of AIGC cooperation through illegal channels, the company and actual controller Luo Yanji were issued a warning letter from the Beijing Securities Regulatory Bureau; ② In the past week, many listed companies such as Fangzheng Electric and Simei Media have also been punished for credit disclosure violations; ③ legal sources said that in addition to penalties due to credit disclosure violations, subsequent refinancing and asset restructuring of these companies may also be affected.
Gehua Cable refutes the rumor of “deliberate suppression of stock prices”: there are no undisclosed matters that should be disclosed, so don't take unfounded speculations on the Internet lightly | Direct attack on the performance meeting
① In response to investors' analysis and evidence about “the Ministry of Investment and Finance suppressing the company's stock price,” Gehua Cable responded at the performance conference today that there was no deliberate suppression of stock prices, nor were there any undisclosed matters that should be disclosed. ② Furthermore, in response to changes in management, Gehua Cable stated that the relevant leaders were all transferred to normal jobs or retired at an old age, and that the relevant positions were not vacant for a long time, but were hosted and handled by other personnel.
After the change of coach, Zhong Guangtian chose to perform on the 9th edition of “Done! I'm surrounded by handsome guys!” There is a cycle from filing to broadcast | Direct access to performance meetings
① There will definitely be a cycle of skits from filing to casting to broadcasting. Up to now, the short drama business has not been reflected in financial statements. ② The company is actively developing the short drama business, and has done a lot of preparatory work, from script selection and creation, copyright purchase, and content production. The “Fast Combustion” app is mainly used in the company's short drama business. The app has completed technical construction, and the closed beta period is based on actual feedback from the online app market.
The combination of AI and content creation has entered a substantial stage, and the AIGC industry chain will enter a long-term prosperity trend
① According to media reports, Meta and IBM are teaming up with more than 40 companies and organizations to create an industry organization dedicated to open source artificial intelligence AI work aimed at sharing technology and reducing risk. ② As technology related to AI creative tools continues to be upgraded, productivity is being updated and iterated, and the integration of AI technology and content creation will enter a substantial stage. As a result, the content market will enter a long-term boom trend, and the industry chain may benefit comprehensively.
A case was filed by the Securities Regulatory Commission due to a violation of credit disclosure regulations! Simei Media apologizes for causing misunderstandings among investors, lawyers say it is difficult to defend rights
① This evening, Simei Media announced that the China Securities Regulatory Commission has decided to file a case against the company due to the company's alleged illegal disclosure of information. ② Simei Media said that the gross profit received by the company from the Douyin supermarket live broadcast room accounted for less than 0.5% of the company's total gross profit in 2022. ③ A lawyer at a certain firm said that this type of credit approval violation is generally mainly based on administrative penalties, and there are major technical barriers to investors defending their rights.
On suspicion of illegal disclosure, Simei Media was filed by the Securities Regulatory Commission! Will the interactive platform “Speak Your Word and Talk” lay the root of the problem?
① Simei Media issued an announcement stating that the China Securities Regulatory Commission decided to file a case against the company due to the company's alleged illegal disclosure of information. ② Recently, Simei Media put the company on the cusp of public opinion because it answered “the Douyin supermarket is operated by our company at this stage” on an interactive platform and was later refuted by Douyin.