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Shengtian Network plans to launch 4 new travel AI products “GiMak” this year and have achieved part of the revenue | Direct Performance Report
① The May domestic game version was released yesterday, and Shengtian Network's new game “Misty Park” was listed. The company chairman revealed at the performance conference today that the game is being polished; ② In addition to the two new games that have already been launched, Shengtian Network is also expected to launch 4 new games this year, of which “Age of Discovery: Sea Overlord” will be released on schedule this year; ③ The company's director said that the AI music product “Gimai” has achieved part of its revenue.
Concept News | Financial Federation adds “commercial aerospace” to the theme library
① From the mention of commercial space at the Central Economic Work Conference in 2023 to being included in the government work report in 2024, commercial space has ushered in new opportunities. ② List of commercial aerospace concept stocks.
Zhiling Haina “bucked the trend” and embarked on the Science and Technology Innovation Board IPO journey how “hard” strength is | Enterprise Innovation Evaluation Laboratory
① Against the backdrop of tightening the pace of A-share IPOs and stricter requirements for science and technology innovation boards, only Zhiling Haina has disclosed that the sector to be listed is the Science and Technology Innovation Board in the past month; ② As of the latest, Zhiling Haina has a total of 127 open patent applications. Judging from the application trend, the company's application volume has increased dramatically since 2021, and the scale and stability of R&D are good.
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
Music ChatGPT is coming, AI audio model investment opportunities highlighted
① Artificial intelligence startup Suno released the v3 version of the Suno model. Users can enter the music genre style and content theme in the custom mode, and can generate 2 minutes of music in just a few seconds. ② With big models triggering a wave of AI and rapid hardware and infrastructure upgrades, AI music ushered in opportunities. In terms of market size, some analysts said that the domestic digital music market has exceeded 150 billion yuan.
Nvidia launches next-generation artificial intelligence supercomputer, demand for downstream computing power continues to be released
① Nvidia CEO Hwang In-hoon launched a new GPU called BLACKWELL, which allows the construction of artificial intelligence to be generated in real time; and announced the launch of the next generation of artificial intelligence supercomputers. ② CITIC Construction Investment's analysis indicates that with the rapid development of the domestic AI application market, the computing power demand for AI training and inference is gradually being released, and the shortage of computing power is expected to continue for some time.
Tsinghua University will equip new students with AI growth assistants, and the education industry will become a field of high-quality AI implementation
① Li Luming, president of Tsinghua University, said that the school will build 100 artificial intelligence-enabled teaching pilot courses and equip every 2024 freshman with an “AI growth assistant”. ② Yu Fangbo of CITIC Construction Investment Securities believes that the education industry has become a high-quality implementation field for artificial intelligence because of its strong demand for personalized learning, high data richness, and strong willingness to pay.
Nvidia soared 16%, leading to a carnival of AI concept stocks, and the direction of AI application nurtures important investment opportunities
① Nvidia once again started an AI carnival. Its US stock closed up 16.40% and reported a stock price of $785.38. The market capitalization increased by $277 billion in a single day, and the total market value reached 1.939 trillion US dollars, surpassing Google and Amazon. ② Minsheng Securities pointed out that 2024 may be the real first year of AI applications. The three new directions of AI terminal restructuring, localization of computing power, and multi-modality lead to important opportunities for AI applications.
The State Assets Administration Commission held a special promotion meeting on artificial intelligence for central enterprises. Central enterprises+AI are expected to stand on the cusp
The State Council's State-owned Assets Administration Commission held a special promotion conference on artificial intelligence for central enterprises on “AI Empowers Industrial Renewal”. The conference emphasized that central enterprises should plan the development of artificial intelligence in overall work, further promote industrial renewal, and speed up the layout and development of the intelligent industry.
The clouds are fading away! Hong Kong A game stocks continue to rebound, institutions: sector valuations are at a historically low level
Currently, after the game sector has undergone major adjustments, the valuation level of major game companies is in a low position, and institutions are generally optimistic about the sector's future development opportunities.
Game companies discuss new regulations: expect the opinions of all parties to be reflected. Many companies have taken the initiative to buy back and increase their holdings
On December 25, a number of listed game companies announced holdings increases and repurchases. They have both made progress and initial disclosure plans, including Giant Network, 37 Interactive Entertainment, Perfect World, Aofei Entertainment, Gibbit, Electronic Soul Network, and Chinese media.
Game stocks have plummeted. How much impact will the policy have? Industry insiders: Influential but no need to overreact
Many industry insiders believe that if some provisions of the “Administrative Measures” are strictly implemented, it may indeed have an impact on the operation of game products, but the current overall market reaction is a bit excessive.
Third batch of the year! Forty new imported tours were approved, and the game industry in the “cold wind” ushered in a ray of “warmth”
① The third batch of imported game versions was released during the year, and 40 new games were approved. A total of 98 imported game versions were released this year, exceeding the level of the past three years. ② Opinions on the new online game regulations severely hurt game stocks today. Industry insiders say the impact cannot be accurately assessed yet, and many listed companies have responded.
Microsoft Copilot only needs a short text description to generate songs AI audio models to welcome major opportunities
① Microsoft Copilot recently reached a partnership with the AI music creation platform Suno to launch a new feature. By simply entering a short text description, Copilot can automatically generate song clips including instrumental music, lyrics, and singing. ② The domestic digital music market has exceeded 150 billion yuan. Most music creators are independent young creators, and the AI audio model will bring creative convenience and revenue generation space to them.
New live-action interactive drama player Shengtian Network will launch a love-themed skit interactive game this month
① Today, Shengtian Internet's stock price opened 18.7 yuan higher and closed at 19.17, surging 5.79%. It is worth mentioning that since this year, Shengtian Network's stock price has surged 119.64%. ② According to data from the Financial Association of Financial Services, up to now, there are 32 A-share companies with a short drama business, including Chinese Online, etc., but it is clear that in addition to Shengtian Network, there are also Chinese Youth Bao that have skit games.
The November edition has arrived! The “content” of 87 new domestic tourism companies approved for listing is close to 1000 in a year
Although the November edition has arrived late, 87 new games have also won domestic game editions. The total number of versions during the year is already close to the 1,000 mark.
The world's leading fund added Hong Kong stocks in Q3. How can it seize the market with smart money?
The new heavy stock holdings were mainly focused on education and hardware; software and photovoltaics were transferred out.
OpenCV officially accepts OpenEuler, and the Euler open source ecosystem is expected to accelerate development
① Recently, the OpenCV community officially accepted OpenEuler as one of the operating systems for continuously integrated systems, providing upstream native support for OpenEuler. ② As of April 2023, the OpenEuler open source community ecosystem has more than 800 partners, more than 13,000 contributors, and more than 1 million downloads worldwide.
Musk's xAI team releases big AI model product data elements or becomes the most important moat for big models
① Musk's xAI team released its first big AI model product - Grok. ② Grok understands the world in real time through the X platform, and can also answer tough questions rejected by most other AI systems, proving that the X platform, which has data elements, or xAI's biggest moat, is not just the big model itself.
The first three quarters of Kai Ming Chen turned a year-on-year loss into a profit, and the demand side of the industry has not been repaired yet | Interpretation of financial reports
① The profit elasticity of Kai Ming Chen was restored. The first three quarters achieved operating income of 2,534 billion yuan, an increase of 16.84% over the previous year, and realized net profit of 241 million yuan, an increase of 196.72% over the previous year. ② Financial News Agency reporters combed through and found that the profit situation of manufacturers in the industry in the first three quarters was not optimistic, and that companies such as Qianxin and Consubelieve were still losing net profit in the first three quarters.