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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.
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.
Vodafone UK, CK Hutchison Three's Merger Faces In-depth Probe From UK Antitrust Watchdog
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.
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.
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.
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.
“The funds bought are all negative”. The securities agency of listed companies criticizes fund managers by name. Emotions are everywhere, and public offerings are frequently criticized
① After the director of Siyuan Electric angrily criticized the public fund, he also saw the blue light shouting on behalf of the company; ② In the industry's view, Zendai used fund product losses more to respond to market questions about the company's business and profits.
Losses expanded in the first year after the name change, “the first share in live e-commerce”, Yuanwang Technology changed its name and did not change operation|Financial Report Interpretation
① In 2023, Yuanwang Technology, the “first stock in live e-commerce,” continued to lose money, and the amount of loss increased; ② The market had long anticipated that Yuanwang Technology had no hope of reversing losses last year. The company lost 450 million yuan in the first three quarters of last year; ③ There were also highlights in Yuanwang Technology's operations last year, such as the total GMV of over 3.29 billion yuan during the Double Eleven period, an increase of 38% over the previous year.
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.
Major domestic and foreign manufacturers compete for products, and institutions suggest actively paying attention to the development of the XR ecosystem
① AR glasses manufacturer XREAL unveiled its new product, the Air 2 Ultra, on the eve of CES in the US. The product sells for $699 and is expected to begin shipping in March. ② According to the Guotai Junan Research Report, major domestic and foreign manufacturers are deploying AR/MR at the same time, and its ecosystem is expected to achieve symbiosis and sharing in the future. Based on this, it is recommended to actively pay attention to the development of the XR ecosystem.
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.
Mullen Automotive Announces Production Milestone With The 100th Mullen Three, Class 3 Cab Chassis Electric Truck, Rolling Off The Assembly Line In Tunica, Mississippi; Company Has Completed 125 Mullen Three's As Of Dec. 22, 2023
Mullen Automotive Announces Production Milestone With The 100th Mullen Three, Class 3 Cab Chassis Electric Truck, Rolling Off The Assembly Line In Tunica, Mississippi; Company Has Completed 125 Mullen
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.
The concept of AI in US stocks has fully exploded, and the multi-modal model has driven the “AI fanaticism” to the next level
① Last night (Thursday), the US stock market once again witnessed an “AI frenzy” led by giants. Google (Alphabet) rose more than 5%, and AMD surged 9.89%. ② Multi-modality will be the next growth point to drive the current round of AI hotspots to move forward. It will promote the implementation of applications such as AI agents, which in turn will drive revolutionary breakthroughs in applications such as autonomous driving and robotics.
A case was filed by the Securities Regulatory Commission due to a violation of credit disclosure regulations! Simei Media apologizes for causing misunderstandings among investors, lawyers say it is difficult to defend rights
① This evening, Simei Media announced that the China Securities Regulatory Commission has decided to file a case against the company due to the company's alleged illegal disclosure of information. ② Simei Media said that the gross profit received by the company from the Douyin supermarket live broadcast room accounted for less than 0.5% of the company's total gross profit in 2022. ③ A lawyer at a certain firm said that this type of credit approval violation is generally mainly based on administrative penalties, and there are major technical barriers to investors defending their rights.
On suspicion of illegal disclosure, Simei Media was filed by the Securities Regulatory Commission! Will the interactive platform “Speak Your Word and Talk” lay the root of the problem?
① Simei Media issued an announcement stating that the China Securities Regulatory Commission decided to file a case against the company due to the company's alleged illegal disclosure of information. ② Recently, Simei Media put the company on the cusp of public opinion because it answered “the Douyin supermarket is operated by our company at this stage” on an interactive platform and was later refuted by Douyin.