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First quarter losses expand British software: new versions of various products will be launched in the third quarter|Direct performance report
① Regarding the increase in losses in the first quarter of 2024, Hu Junqing, chairman and general manager of British Software, said that R&D expenses and sales expenses for the first quarter increased by 27.41% and 22.46% respectively compared to the same period last year, leading to a decline in profits during the same period; ② Hu Junqing told the “Science and Technology Innovation Board Daily” reporter that the new distributed cluster backup platform is progressing steadily, and the new version is expected to be launched in the third quarter of this year.
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.
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.
“Most Expensive ST Demon Stock” *ST Zuojiang's listing was terminated! Large net profit losses for two consecutive years are suspected of major financial fraud
① In 2023, *ST Zuojiang achieved revenue of 53 million yuan and a net profit loss of 220 million yuan. As a result, the Shenzhen Stock Exchange decided to terminate the market; ② On January 29, the Securities Regulatory Commission announced that the financial information disclosed by ST Zuojiang in 2023 was seriously untrue and suspected of major financial fraud.
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.
A new product launch conference for Huawei smart car solutions will be held, and related companies are expected to usher in a new round of product cycles
The “2024 Huawei Smart Car Solution New Product Launch Conference” will be officially held in Beijing on April 24. The theme of this year is “Smart must be done”. At that time, Huawei will release fully upgraded smart car solutions, as well as new products and technologies. At this press conference, Huawei will also announce new smart car solution brands and other important information.
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.
Data element circulation applications continue to explore Zhongke's new business in Jiangnan and have had large-scale effects|Direct access to performance meetings
① Luo Panfeng, chairman of the company, said that the company is continuously exploring data element circulation applications, including “data entry”, and will test and practice related businesses based on the company's actual situation; ② the digitization of the new business industry in Zhongke Jiangnan “has produced economies of scale.”
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.
Xiaomi Auto Auto Assist Navigation will launch intelligent driving across the country in August or welcome new investment opportunities
① Lei Jun, chairman of the Xiaomi Group, said at the launch conference of Xiaomi Auto that Xiaomi's smart driving solution XiaomiPilotMax City NOA will begin user testing in April, officially open 10 cities in May, and launch nationwide in August. ② Tesla's FSD inflection point is showing, urban NOA is being implemented at an accelerated pace, and policies and regulations are gradually improving. The intelligent driving industry is gradually entering a triple inflection point in technology, regulations, and user acceptance.
Sudden! Leading shareholders of 36 billion Flying Motors plan to reduce their holdings by no more than 0.42% | Highlights of post-market announcements
Runhe Software: The holding subsidiary plans to increase capital and expand shares and introduce the Southern Network Institute of Mathematical Research
Hong Kong stocks and A shares burst out of nowhere! How credible is this rumor?
Today is another day dominated by rumors!
SWIFT will launch a global central bank digital currency interconnection platform, and digital currency development is expected to further accelerate
① The Global Banking Financial Telecommunication Association (SWIFT) announced the results of the second phase of the sandbox test of the central bank's digital currency interconnection solution, and is considering launching this interconnection platform as a product over the next 12-24 months. ② Tests have shown that digital currencies can be used for highly complex foreign/trade payments and have the potential to reduce process costs through automation.
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.
“Longer than who” is the release of the big domestic model book? Kimi ignites long-text competitive track
① According to Foxit Software, the company's AI products can summarize long texts, revise and translate articles, correct grammar, etc., and there is no limit on text length; ② Analysts say that technology that supports ultra-long non-destructive context processing of 2 million words marks significant progress in AI understanding, memorization, and reasoning in long texts, which is of great significance in promoting automation of complex tasks.
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.
Up to 8 consecutive boards! Five low-altitude economic bullish stocks announced risks. Xianheng International, Rice Information, and Wolong Electric Drive said the impact on performance was limited
① 5-day 3-board Xianheng International, Rice Information, whose stock price increased by more than 2 times in February, and 4-day 3-board Wolong Electric Drive all announced that low-altitude economy-related businesses had little impact on performance. ② Zongheng Co., Ltd., which once rose and stopped at 20CM during the intraday period, 8-board Yongyue Technology, and 4-channel Oriental Fashion all expect net profit losses in 2023. ③ Yongyue Technology and Oriental Fashion both disclosed the risk of the company being investigated.