BK0723 Quick Hand Concept
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Performance forecasts are distorted and inflated overnight, four Zhejiang listed companies received warning letters
① ST Starter, *ST Furun, Lianxiang Co., Ltd., and Kang Longda were issued a warning letter by the Zhejiang Securities Regulatory Bureau due to inaccurate disclosure of the 2023 performance forecast; ② the four companies' performance forecasts were revised by varying degrees; ③ Among them, *ST Furun was punished for false records in the 2020 Report, 2021 Report, and 2022 Semi-Annual Report.
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.
The dragon won six consecutive boards! The A-share quarterly report market is in full swing, and the net profit of 15 companies increased by more than 300% year-on-year
① The net profit for the first quarter was up 4.55 times higher than the previous year, and Andaville, which had a maximum advance increase of 8.37 times over the previous year, closed for two consecutive 20CM gains and stops on Friday. ② Take stock of the list of listed companies whose net profit for the first quarter of 2024 is expected to increase by more than 300% year on year and the latest reviews in brokerage research reports (attached table). Among them, Ganneng Co., Ltd. temporarily led the way with the highest performance growth rate of nearly 38 times.
Benchmark Reiterates Buy on Kaiser Aluminum, Maintains $84 Price Target
Benchmark analyst Josh Sullivan reiterates Kaiser Aluminum (NASDAQ:KALU) with a Buy and maintains $84 price target.
Net profit for the first quarter is expected to reverse the year-on-year loss. Yuanlong Yatu's subsidiary received 10 million strategic investments from Lehua Entertainment and Alibaba Pictures
① Yuanlong Yatu, which was once fueled by “Bingdun” and “Rong Bao,” expects net profit for the first quarter to reverse the year-on-year loss, achieving revenue of about 600 million yuan, an increase of about 46% over the previous year. ② In an environment where the marketing industry's budget is getting tighter, Yuanlong Yatu turned to the “entertainment industry” and developed artist IP and other collaborations with Lehua Entertainment. The subsidiary Wow Universe recently received the first round of 10 million strategic investments from Lehua Entertainment and Alibaba Pictures.
A case was filed due to the mother's short-term transaction between the two brothers and the senior and vice chairman of Leo Co., Ltd.
① The investigation of this case was about Wang Xiangrong and Wang Zhuangli's mother Yan Suyun trading the company's shares; ② Wang Xiangrong and Wang Zhuangli are the company's first and second largest shareholders. Last year, they received a regulatory letter from the Shenzhen Stock Exchange and a warning letter from the Zhejiang Regulatory Authority due to this short-term transaction; ③ Leo Co., Ltd. announced an investment of 50 million US dollars to participate in SpaceX in 2021, which was returned a week later.
Kaiser Aluminum Declares $0.77 Dividend
JP Morgan Maintains Neutral on Kaiser Aluminum, Raises Price Target to $80
JP Morgan analyst Bill Peterson maintains Kaiser Aluminum (NASDAQ:KALU) with a Neutral and raises the price target from $68 to $80.
Concept News | Financial Federation adds “Synesthetic Integration” to the theme library
① Integrated synesthesia, also known as integrated communication perception, is a new capability added to 5G-A, allowing the base station to balance the dual capabilities of communication and perception. Simply put, while providing cellular mobile communication capabilities, the base station also incorporates radar-like functions (sensing ability) to detect and track surrounding objects such as drones, cars, or ships. ② A list of synesthetic integration concept stocks.
"First Medicare Health Plans To Start Paying For Weight-Loss Drugs; CVS, Elevance, Kaiser Permanente Medicare Plans To Cover Wegovy To Cut Heart Risk; Use Of Wegovy, Other Obesity Drugs For Weight Loss Alone Still Excluded From Medicare" - WSJ
"First Medicare Health Plans To Start Paying For Weight-Loss Drugs; CVS, Elevance, Kaiser Permanente Medicare Plans To Cover Wegovy To Cut Heart Risk; Use Of Wegovy, Other Obesity Drugs For Weight Los
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.
Nvidia released the world's first GPU-accelerated vector database industry is expected to explode with AI
① According to media reports, at the GTC2024 conference, the world's first GPU acceleration vector database was launched, and Zilliz and Nvidia joined hands to release Milvus 2.4. ② As a “memory” for large models, the importance of vector databases is self-evident. The application of vector databases is expected to grow rapidly in the future as the development and usage of large generative AI models increases.
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.
Domestic big models have made major breakthroughs, and the AIGC application implementation process is expected to accelerate
① According to industry media reports, “Dark Side of the Moon” announced a new breakthrough in large model long context window technology. Kimi's smart assistant already supports 2 million words of ultra-long lossless context. ② According to Open Source Securities's Fang Guangzhao analysis, the AI multi-modal large model continues to advance. As performance continues to improve and costs gradually decrease, the implementation process of AIGC applications may accelerate.
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.
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.
Top notch official announcement! Yuanlong Yatu collaborates with “Wang Yibo Concept Stock” to develop artist IP derivatives
① Yuanlong Yatu, who created popular IPs for major tournaments such as “Ice Dun Dun” and “Rong Bao,” announced that they are joining hands with top stars. ② The company announced today that it will cooperate with Lehua Entertainment in IP derivatives development, sales channels, IP brand management, advertising and marketing, and metaverse digitalization. ③ Analysts believe that star derivatives are supported by the fan economy, and this relationship also determines that product sales will be very dependent on the celebrity's own traffic.
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.
Century Aluminum, Gold Fields, Coeur Mining And Kaiser Aluminum Announce Financial Results: Thursday's Top Mining Stories
Top Stories for Feb. 22, 2024: 1. Century Aluminum Company (NASDAQ:CENX) announced fourth-quarter and full-year 2023 financial results. Century reported fourth-quarter net sales of $512.3 million, wit