BK0724 Pinduoduo Concept
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Although far below Nvidia, AMD stock is still worth buying
Despite falling far behind Nvidia in the field of artificial intelligence, AMD's new AI chips have performed well, and its stock is expected to continue to grow in the long term.
GPT-4o is here! Real-time voice and video interaction shocks the audience or pushes AI applications to open up commercial space
In the early morning of Tuesday (May 14), Beijing time, the American artificial intelligence research company OpenAI held an online “Spring Update” event. OpenAI unveiled its new flagship model “GPT-4O” at the event, which “can infer audio, vision, and text in real time.
The first step in e-commerce going overseas is to compete with AI first! |Sailing Insight
① According to the disclosure of the company worth buying, it has set up an R&D center in Chengdu to develop an overseas architecture, hoping to make flexible configurations in each country based on a unified underlying architecture. ② With the application of AI in the field of foreign trade, the threshold for Chinese merchants to start overseas business is gradually lowered, which can further improve order conversion, and more importantly, reduce costs at the marketing level.
Weekly Overseas Report | China's exports increased 5.1% year on year in April; what is worth buying and choosing Thailand as the first stop at sea...
New Consumer Daily, May 11. The main contents of this week's cross-border overseas trip include: 1688 launched a business cooperation with the Mongolian e-commerce platform Shoppy; SHEIN became the third largest online fashion retailer in the US; and Meituan's Hong Kong business KeeTA rose to number one in the number of orders in one year after entering Hong Kong.
Nearly 20 companies issued announcements in unison, and a wave of holdings reduction was concentrated! Leading semiconductor stocks are on the list
① Seven companies, including Jinhui Liquor, Fengyuan Co., Ltd., Babycare, United Water, Guizhou Gas, Zhuojin Co., Ltd., and Zhongman Petroleum, plan to reduce their holdings by no more than 3%. ② Star Semiconductor, the leading semiconductor stock, plans to reduce its holdings by the highest market value.
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.
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.”
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.
Another giant shouted “commodity cow”! Invesco: It's worth buying before and after the start of the Fed's interest rate cut cycle
① Kathy Kriskey, senior commodity and alternative investment strategist at Invesco, points out that in the months before and after the start of the easing cycle, raw material prices usually show a positive return; ② when the economy can achieve a soft landing, commodity prices increase particularly strongly, which is all the more reason to hold this sector as part of a broader investment portfolio.
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.
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.
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.
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.
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.
Bank of America: Small-cap stocks that have been hit hard seem worth buying
Because of their smaller size, these small-cap stocks are far more sensitive to emerging economic pressures.
Giants such as Nvidia, AMD, and Microsoft gathered at this AI conference to provide a new catalyst for the industry
Lenovo Group announced that it will host the annual global innovation event Tech World from October 24 to 25. CEOs of many of the world's top AI technology companies will gather here and deliver speeches, including Nvidia founder, president and CEO Huang Renxun; AMD Chairman and CEO Su Zifeng; Intel CEO Pat Kissinger; and Microsoft Chairman and CEO Satya Nadella.
Opinion | Firmly embrace the industrial innovation brought about by the AI big model, and the new version strengthens investment opportunities for AI+ games
The agency said that with the release of a new batch of game versions, they are firmly optimistic about the opportunity for Davis in the game industry to double click within the year; in addition, OpenAI's release of the ChatGPT plug-in is expected to become a new idea for big language model development.
Opinion | With a daily income of 300 million, Pinduoduo did not feel the chill
In this financial report, Pinduoduo actually only answered one question: How will people spend when they don't have money?
The completion of the special reform of the platform economy may usher in a turning point in 2022