AI - Asia Tech Wire

        2025.01.21
    
17:44

                            Fibocom: AI toy large model solutions have not yet generated revenue
                        
                            Quectel issued an announcement on unusual stock price movements, stating that the company's recently launched AI toy large model solution is still in the early stages of layout and business expansion, and has not yet generated revenue. There is also a certain degree of uncertainty as to whether it can be successful in market applications and achieve good economic benefits in the future.
                        
15:31

                            Institutional market analysis: Doubao real-time voice model goes online, AI interaction level is upgraded again
                        
                            A Guotai Junan report noted that on Monday the Doubao real-time voice model was officially launched and fully opened on the Doubao APP.
                        
14:26

                            Baidu Wenku's AI feature attracts over 90 million MAUs
                        
                            On Tuesday at the Baidu AI DAY event, Baidu Vice President, Wang Ying, head of Wenku Business Unit and Wangpan Business Unit, revealed that Baidu Wenku's AI feature has reached a MAU of more than 90 million, with a 230% year-on-year increase in DAU.
                        
14:23

                            Some spot NAND prices are declining, and the overall storage spot market remains stable
                        
                            As the long holiday is approaching, the storage market has generally entered a rest period, and the overall transaction is relatively sluggish. The storage spot market has generally been stable this week. Since the third quarter of last year, although storage manufacturers have actively implemented production conversion and production reduction measures to cope with oversupply in some application markets, the overall storage market is still in a state of imbalance between supply and demand, and storage prices have generally fallen since the fourth quarter of last year, except for the application market of AI servers. The change in the market is gradually being transmitted and reflected in the performance of storage manufacturers and domestic and foreign storage brand manufacturers. So far, NAND prices have generally fallen back to the level at the end of 2023. 
                        
12:25

                            Lyon: This year may be the year for the mainland technology industry to realize artificial intelligence
                        
                            Lyon published a research report saying that this year may be the year for the monetization of artificial intelligence (AI) in the mainland technology industry, and AI models will be close to usable levels. Some AI applications and other AI-enabled devices, such as smartphones, will soon be launched on the market. In terms of H shares, Lyon's stock picks include BYD Electronics, AAC Technologies, Gowin Electronics and Xiaomi.
                        
11:33

                            ETF Midday Review: Asia Pacific Select ETF led the gains with a 5.13% gain, while the Science and Technology Innovation Energy ETF led the losses with a 1.9% gain
                        
                            ETFs closed mixed at midday, with Asia Pacific Select ETF (159687) leading the gains with 5.13%, Science and Technology Innovation AI ETF (588790) up 3.89%, Science and Technology Innovation Chip Design ETF (588780) up 3.70%, Science and Technology Innovation Energy ETF (588830) leading the losses with 1.9%, Energy ETF (159930) down 1.71%, and New Energy ETF E Fund (516090) down 1.6%.
                        
11:11

                            The Shenzhen Component Index turned positive first in the morning, with semiconductors, robots, AI glasses and other sectors leading the gains.
                        
09:31

                            A-share AI glasses concepts were active in early trading, Yingtong Communications rose for four consecutive days, Quectel Communications rose more than 6%, and Meg Smart, Guoguang Electric, China Science and Technology Bluexun, Runxin Technology, Rockchip and others followed suit.
                        
09:29

                            AI glasses concept active at the beginning of trading, Yingtong Communication has been on the board for 4 consecutive days
                        
                            The AI glasses concept was active at the beginning of the session. Yingtong Communication rose for four consecutive days, Quectel Communications rose by more than 6%, and Meg Smart, Guoguang Electric, China Science and Technology Bluexun, Runxin Technology, Rockchip Micro and others followed suit.
                        
07:53

                            CITIC Securities: Optimistic about AI application implementation and focus on domestic computing power industry chain
                        
                            According to a research report by CITIC Securities, the US BIS recently officially released a new regulation on global AI control, involving hardware such as GPUs and including the weight of AI models in the regulatory scope. Although it is not clear how the Trump administration will deal with this ban, the US has been blocking China in the field of science and technology for a long time, and domestic chips are also making breakthroughs in key areas such as design and manufacturing. Against the backdrop of the continued escalation of US sanctions, it is an inevitable trend for domestic computing power to become self-reliant and strong. It is recommended to pay attention to key links such as GPUs, switching chips, and optical chips.
                        
07:11

                            Altman: Lower your expectations 100 times, OpenAI will not deploy AGI next month
                        
                            On January 20, in response to the statement that "OpenAI has achieved general artificial intelligence (AGI)", the company's CEO Sam Altman denied it, saying that OpenAI will not deploy AGI next month. On Monday, Altman said on the social platform X: "The hype about us having achieved AGI is out of control again. In fact, we will not deploy AGI next month, and we have not developed it." Altman admitted that the company will indeed launch some "cool things", but reminded fans to lower their expectations "100 times."
                        
07:02

                            Well-known software engineer adds evidence that OpenAI agent tool may be released soon
                        
                            OpenAI may be about to release an AI tool that can control your computer and perform actions on your behalf. Tibor Blaho, a software engineer known for accurately leaking upcoming AI products, claims that he has found evidence of OpenAI's long-rumored Operator tool. The Information previously reported that OpenAI plans to release Operator in January, and the code discovered by Blaho over the weekend adds credibility to this report. According to Blaho, OpenAI's ChatGPT client for MacOS has added some temporarily hidden options for defining shortcuts for "Switch Operator" and "Force Quit Operator." In addition, Blaho mentioned that OpenAI has included references to Operator on its website, but these references are not yet publicly visible.
                        
        2025.01.20
    
20:24

                            DeepSeek-R1 released, performance comparable to OpenAI o1 official version
                        
                            DeepSeek announced the official release of DeepSeek-R1 and simultaneously open-sourced the model weights. DeepSeek-R1 uses reinforcement learning technology on a large scale in the post-training stage, which greatly improves the model's reasoning ability with very little labeled data. In tasks such as mathematics, code, and natural language reasoning, its performance is comparable to the official version of OpenAI o1.
                        
19:07

                            International Aluminum Institute (IAI): In December 2024, global primary aluminum production was 6.236 million tons, compared with 6.053 million tons in the same period last year, and the revised value for the previous month was 6.037 million tons. The average daily output of primary aluminum in December was 201,200 tons, compared with 201,200 tons in the previous month. It is estimated that China's primary aluminum production in December will be 3.726 million tons, and the revised value for the previous month is 3.606 million tons.
                        
18:28

                            Han's CNC: Net profit is expected to be 270 million to 320 million yuan in 2024
                        
                            Han's CNC announced that from January 1, 2024 to December 31, 2024, the net profit attributable to shareholders of listed companies is expected to be 270 million yuan - 320 million yuan, an increase of 99.19% - 136.08% over the same period last year. Net profit after deducting non-recurring gains and losses is expected to be 175 million yuan - 225 million yuan, an increase of 74.04% - 123.76% over the same period last year. The main reason for the year-on-year increase in the company's performance is the recovery of the consumer electronics market and the upgrade of new energy vehicle electronics technology, coupled with the strong demand in the computing power industry chain including AI servers, which has promoted a significant increase in demand for PCB products and the company's sales performance has grown significantly.

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