BK0964 Digital Media
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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.
OpenAI and US “Tieba” Reddit announce collaboration to highlight the value of high-quality corpus
① OpenAI announced a partnership with the social network Reddit to introduce the latter's content into the chatbot ChatGPT and other products. ② Currently, AI policies are being introduced intensively, and copyright issues of high-quality data sets and training data are being paid attention, and the value of high-quality training databases will be highlighted in the future.
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.
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.
Domestic big model Kimi's second-level market hype “comes and goes like the wind”: Huace Film and TV and other AI corpus data bulls “crashed”, and Palm Reading Technology almost staged a “sky floor”
① Kimi concept bull stocks have collectively cooled down, and the AI corpus data hype hit the brakes. Zhongguangtian almost staged “Sky Floor” in the Palm Reading Technology market. Haitian Ruisheng and Huace Film and Television both closed down more than 10%; ② According to the KIMI concept section of Choice Data, Haitian Ruisheng has not yet been included; ③ Attached is a list of A-share listed companies that cooperated/did not cooperate with Kiimi (attached table).
Big explosion! Leading companies went up and down 20cm one after another. Kimi concept stocks also have these
The agency believes that Kimi's “long text” label is gradually being strengthened, surpassing big foreign models, and related companies are expected to benefit.
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.
Copyright issues continue to crack down, AIGC development agency says the value of high-quality data sets will be highlighted
① Three news organizations, The Intercept, Raw Story, and Alternet, recently sued OpenAI and Microsoft for copyright infringement. ② Galaxy Securities believes that with the intensive introduction of AI policies, attention has been paid to the copyright issues of high-quality data sets and training data, and that the value of high-quality training databases will be highlighted in the future.
Copyright issues with AI big model training data highlight that the value of high-quality training databases is expected to be re-evaluated
① People familiar with the matter said that the US social media platform Reddit has reached an agreement with Google to use its content to train the latter's artificial intelligence model. ② Artificial intelligence will need to pay media brands when using media brand content to train large models, which means that AI big models may pay data providers for intellectual property rights and become an industry trend.
The amount of new orders signed increased 67% year over year, and Fengyuzhu expects net profit to increase more than 3 times for the whole year
① Thanks to the release of offline travel and consumer demand, the amount of new orders placed by Fengyuzhu increased 67% year over year last year, and net profit for the whole year is expected to increase nearly fivefold. ② Last year, the company won bids for several digital cultural tourism projects, and recently announced the establishment of an MR Research Institute to develop VR/AR/MR general-purpose 3D content production tools.
Q4 advertising revenue returns to positive growth, and non-recurring revenue supports “half the sky” of Mango Supermedia
① The company expects to achieve net profit of 3.28 billion yuan to 3.88 billion yuan in 2023, an increase of 75.94%-108.12%; net profit after deduction will increase 2.05%-14.65% year on year. ② The company's advertising business picked up in Q4, and the annual advertising revenue decline narrowed significantly compared to 2023 H1; annual membership revenue is expected to increase 11% year-on-year.
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.
Baidu's latest patent can give digital people different personalities, AI+ digital people into a period of rapid development
On December 19, the “Digital Human Generation Method and Device” patent applied for by Baidu Online Network Technology (Beijing) Co., Ltd. was announced. The summary shows that digital people generated by this implementation method can be given different personalities, so that they can express their own consciousness and emotions like humans, and communicate and interact with humans more naturally.
Concept News | Financial Associated Press Theme Library Adds “Multi-Modal Model”
① On December 6, 2023, Google announced the launch of Gemini, which it believes is the largest and most powerful artificial intelligence model. As the first multi-modal model released by Google and around the world, the Gemini model is the first model to surpass human experts in terms of performance at MMLU. ② List of multi-modal model concept stocks.
The threshold for GPT app production has been drastically lowered, and popular AI apps are expected to open up room for industry growth
① According to GPThunter, as of December 3, 2023, the number of “User Customized GPT” GPTS launched by OpenAI has exceeded 32,301. ② The threshold for GPT application production has been drastically lowered, and more and more AI-native applications will continue to emerge. It is optimistic that popular applications will continue to drive industry-side transformation, and data and other related industries are also expected to benefit from this.
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.
Musk's xAI team releases big AI model product data elements or becomes the most important moat for big models
① Musk's xAI team released its first big AI model product - Grok. ② Grok understands the world in real time through the X platform, and can also answer tough questions rejected by most other AI systems, proving that the X platform, which has data elements, or xAI's biggest moat, is not just the big model itself.