Zhejiang Huace Film & TV Q1 performance rebounds, television drama market warms up | Interpretations
① Zhejiang Huace Film & TV's profits in 2024 are expected to decline by double digits, while Q1 2025 profits will achieve a triple-digit year-on-year growth; ② Zhejiang Huace Film & TV stated that the increase in Q1 revenue is mainly due to the company's current period television series sales scale increasing compared to the same period last year; ③ The company is developing a large model for the vertical field of film and television, with the 'National Color' large model being filed in January 2025.
The Byte Volcano Engine Developer Conference is about to begin, and the performance of domestic AI applications is expected to be rapidly released.
On December 19, the developer forum of the Volcanic Engine Winter FORCE Power Conference will be launched, focusing on the practices of the Volcanic Engine in the development, application, and implementation of large models. Northeast Securities' Wu Yuanheng believes that next year will be a significant year for domestic AI software and Hardware, driving rapid performance releases of related leading applications and Hardware companies.
The opening of the world's first AI agent programmer next year is expected to be the first year of the AI agent outbreak
① On December 11, industry media reported that Devin, the world's first AI agent programmer, announced full open use and commercialization. It took less than a year from initial presentation to full use. ② According to Shanxi Securities's analysis, as the complex reasoning capabilities of the underlying model rapidly improve, next year is expected to be the first year of the AI Agent outbreak.
OpenAI's 12-day event opens, and AI applications are expected to receive continuous stimulation.
① The 12-day event by OpenAI has commenced. At the first day's event, OpenAI founder Sam Altman stated that today the "fully powered" reasoning model o1 and ChatGPT Pro are being released. ② Li Yang from Industrial Securities believes that with the continuous iteration of AIGC technology, more blockbuster AI products will emerge in the future, continuously driving the growth of the media market.
AI applications are accelerating their landing period, institutions say the industry is expected to reach a turning point.
Gamma Data's "October 2024 AI Industry Report" shows that the global AI application traffic increased by 13.64% month-on-month in October, with total visits exceeding 6 billion. Guosheng Securities believes that more AI applications are accelerating their entry into the implementation phase, providing truly practical optimization functions for life and work patterns.
Concept Dynamics | Cailian News Theme Library Adds "Zhipu AI"
On October 25, 2024, zhipu AI launched its self-developed intelligent body AutoGLM, which is a mobile operation assistant that can simulate user clicks on the screen, as well as a browser assistant for clicking on web pages. Currently compatible with 8 well-known application software such as WeChat, Taobao, Meituan, Xiaohongshu.