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Prodelight --- ICT-Link SIP terminal “Yealink” sales partner case study released
Prodelight ＜5580＞ revealed ICT-Link's Yealink introduction and sales partner case study on the 30th. The company provides the cloud telephone system “INNOVERA,” and is taking on the challenge of developing innovative systems. Yealink is a global IP communication equipment manufacturer that focuses on the IP communication area and makes use of high quality, high flexibility, wide compatibility, and speedy specialized technical support. ICT-Link is a good friend
Tesla surged more than 15%, and the FSD implementation process accelerated, which is expected to catalyze the smart driving market
① Tesla surged more than 15%, the biggest one-day increase since March 2020. The time when Tesla FSD landed in China is close. ② CITIC Securities believes that FSD V12 is expected to open the ChatGPT moment for Tesla's intelligent driving, and sector sentiment is expected to continue to be catalyzed, and it will continue to be optimistic about this round of smart driving.
Jinshan Office's Q1 net profit increased 37% year-on-year, and the number of monthly active devices increased to 602 million, boosting the B-side enterprise application market
① Jinshan Office's revenue for the first quarter of this year reached 1,225 million yuan, up 16.54% year on year, and net profit to mother was 367 million yuan, a year-on-year increase of 37.31%; ② By business, Jinshan Office's domestic personal subscription and institutional subscription business revenue all increased year-on-year in the first quarter.
Many investors asked why gross margin fluctuated in Q1? iFLYTEK: Three businesses are being stepped up to adjust their efforts to the C-side | Direct access to the results conference
① Chairman Liu Qingfeng said that Q1 revenue was relatively low throughout the year, and the continued increase in R&D investment was the main reason for the increase in losses; ② The company plans to release the Spark Model in June this year to be able to benchmark the GPT-4 Turbo level, but the base capacity will still catch up dynamically in the long run.
According to the news, Apple is developing its own large-scale device-side language model; iFLYTEK's 2023 Q4 revenue growth rebounded significantly; Nvidia US stocks rebounded 4.35% |AI Daily Morning News
① Nvidia rebounded, and its market capitalization once again approached 200 billion US dollars; ② Xiaohongshu welcomed a new head of community content, and the entire business accelerated; ③ In March, the Indian market ranked first in the global mobile game download market.
Guangyun Technology sued Zhongrong Trust for the amount of 90 million yuan involved
① Guangyun Technology announced last night that trust products purchased by the company in 2023 totaling 90 million yuan issued by China Finance Trust have not been paid. The company has filed a lawsuit against China Finance Trust in the People's Court of Xiangfang District, Harbin. ② In September of last year, a staff member of the General Secretary of Guangyun Technology said, “The repayment of the principal amount of China Finance Trust products is actually a matter of time. The principal amount should be refunded; interest is not guaranteed.”
The first national data work conference was held, and institutions are optimistic about the release of the value of data elements
A Financial Services Association reporter learned that the National Data Administration held its first national data work conference in Beijing on April 1-2. The conference will focus on market-based allocation reforms of data elements and coordinate the construction and development of digital China, digital economy, and digital society to study and deploy key tasks for this year.
Is the first year of Kimi's explosion of domestic big model apps still far away?
① The 2 million word context supported by Kimi after this update means that the model's text understanding capacity has fundamentally changed; ② Kimi may become a popular domestic C-side AI application with excellent performance in a very short period of time; ③ AI applications and computing power are the two main lines highly recognized by the agency.
OpenAI may launch GPT-5 models this summer and is expected to enter a new round of technological breakthroughs
According to people familiar with the matter, OpenAI may be expected to launch GPT-5 this summer. Recently, a number of enterprise customers have received demonstrations of this latest model and its enhancements related to the ChatGPT tool. “It performed so well that it was a qualitative leap forward,” said one CEO who recently watched the GPT-5 demo.
Jinshan Office withheld non-net profit in 2023 and increased by more than 30% WPS AI commercialization enters a key point
① The scale and share of Jinshan Office's subscription business revenue has further increased. Its personal office service subscription business revenue in China reached 2,653 billion yuan, an increase of 29.42%; ② As of December 31, 2023, the number of monthly active devices of Jinshan Office's main products was 598 million, and the cumulative number of annual paid personal users reached 35.49 million, an increase of 18.43% over the previous year.
A total of 6 companies in 3 days! Three A-share listed companies announced on the same day that the company or related party had been filed. Zhuolang Technology is suspected of breaking the law on credit disclosure
① Tianyi Shangjia, Huashi Technology, and Zhuolang Technology announced that the company or related party had filed a lawsuit after the market, and the biggest cumulative decline in stock prices was around 70% from high levels. ② Tianyi Shangjia “gets involved” with the flying car concept. Huashi Technology and Zhuolang Technology both have artificial intelligence-related businesses; ③ On Tuesday evening, it was also announced that Chaoyue Technology, which was investigated, took advantage of the “hot wind” of car dismantling and recorded a 20CM rise and stop today.
[Data review] Ningde Times received northbound capital to increase positions by more than 1.6 billion, and three powerful tourism companies joined forces to grab funds and expand maintenance information
① The Ningde Era, which surged today, received a net purchase of 1.62 billion dollars from northbound capital, setting a new high net purchase amount in a single day during the year. ② The computing power concept stock Tuowei Information was purchased by three first-tier investors. Among them, the Hangzhou Shangtang Road Sales Department of Caitong Securities bought nearly 100 million yuan.
Google releases “basic world model” Genie The multi-modal AI wave is expected to arrive at an accelerated pace
① According to media reports, Google has defined a new paradigm of generative AI — Genie, a basic world model with 11 billion parameters that can generate playable interactive environments through a single image. ② Zheshang Securities released a research report stating that as overseas manufacturers continue to accelerate their deployment in the multi-modal AI field, a new wave of multi-modal AI is expected to arrive at an accelerated pace.
The main business does not yet involve Sora's business! Two 7-board Sora concept stocks issued risk warning announcements. Will future stock price trends follow in the footsteps of Weihai?
① Sora Concept Stock Huayang Lianzhong and Guomai Culture closed with risk warning announcements after the market, stating that Sora's business was not yet involved in the main business; ② Weyhead's announcement last Thursday evening did not involve Wensheng's video technology and products, and closed for 7 consecutive 20CM gains and stops on Monday, setting a 20CM continuous record with turnover; ③ 8 Lianban Big Bull Shares Ruineng Technology's evening announcement did not involve hot concepts such as Sora.
Huawei's new data storage products are about to be released, and the storage circuit welcomes the triple resonance of price increases, localization, and AI innovation
① According to official information from Huawei, the 2024 Huawei Data Storage Lunar New Year product launch will be held on February 20. ② Zhongtai Securities believes that the storage circuit's triple logical resonance, price increase, localization, and AI innovation are sector opportunities. Currently, stock prices are low, and it is recommended to focus on relevant targets.
Sora pushes AI video into a new era, and the industry ceiling is expected to expand beyond expectations
① Since OpenAI launched the first Wensheng video model Sora on the 16th, in just three days, more than 14 brokerage firms have published more than 19 relevant research reports, and the brokers have given Sora extremely high reviews. ② Multi-modal models such as AI video generation are expected to play a greater role in IP development for film, television, animation, games, music, etc., continue to drive cost reduction and efficiency in IP development, bring room for incremental monetization, and drive demand for computing power.
Nvidia continues to order high-performance GPUs, the agency says it is firmly optimistic about the computing power industry chain
① The Indian data center and server operator Yotta, which ordered 16,000 H100 units from Nvidia last year, will order another 16,000 GPUs from Nvidia. ② Cinda Securities believes that with the gradual development of AI, the demand for downstream computing power continues to rise, the closed loop on the application side is gradually becoming clear, and it is firmly optimistic about the computing power industry chain.
Q4 net profit increased more than 20 times month-on-month, iFLYTEK expects net profit to be positive last year|Financial Report Interpretation
① iFLYTEK expects net profit attributable to shareholders of listed companies of 645 million yuan to 730 million yuan last year, an increase of 15% to 30% over the previous year. The company said that it has firmly invested and made significant progress in the AI general-purpose model and industry model; ② The company will release the Spark Big Model V3.5 on January 30.
Musk's xAI team's first big model is about to be released, and the AI market ceiling is expected to open
① Musk revealed on social platforms that Grok1.5 is expected to be released next month and will be fully improved. Grok is the first AI big model product under the Musk XAI team. ② CITIC Securities believes that overseas large-scale model technology continues to advance at a rapid pace, which is expected to bring broad market opportunities, accelerate the AI commercialization process, and open up the market ceiling.
[Looking at the data] Northbound capital increased drastically, iFLYTEK's agency raised nearly 100 million yuan in game stocks
① iFLYTEK received a net purchase of 539 million from northbound capital. At the same time, the stock was bought by an institution of more than 30 million yuan. ② The game stock Kaiying Network was bought by three institutions for more than 90 million and sold for more than 50 million by one agency at the same time. ③ IH futures refer to a sharp reduction in the main contract short positions.