[Big Wind Vane]
1. Google has postponed the release of Gemini AI, a competitor of OpenAI. According to previous reports, Google Gemini AI is a large-scale language model developed by Google to compete with the GPT-4 model. It can provide support for the generation of chat robots and summary and original texts based on user descriptions. It is also hoped to help software engineers write code and generate images according to user requirements. Google has provided early versions of its conversational AI software to a small number of companies.
2. Ma Yun Family Trust plans to sell shares of the founder of Alibaba, involving a total investment of 870.7 million US dollars. On November 14th local time, the US Securities and Exchange Commission (SEC) disclosed two 144 forms, showing that JC Properties Limited and JSP Investment Limited, wholly-owned by Jack Ma Family Trust, plan to sell the founder's shares of Alibaba on November 21st, both of which are 5 million American Depositary Shares (ADSs), involving a total stock market value of $870.7 million.
3. Alibaba: In the second quarter of the 2024 fiscal year, its revenue reached 224.79 billion yuan, an increase of 8.5% year-on-year. Alibaba released its financial report for the second quarter of the 2024 fiscal year. The financial report shows that the revenue for the quarter was 224.79 billion yuan, an increase of 8.5% year-on-year, and the market expects 224.096 billion yuan. Among them, Taotian Group's revenue was 97.654 billion yuan, a year-on-year increase of 4%; The revenue of Cloud Intelligence Group was 27.648 billion yuan, a year-on-year increase of 2%; Cainiao Group's revenue was 22.823 billion yuan, a year-on-year increase of 25%; The local living group's revenue was 15.564 billion yuan, a year-on-year increase of 16%.
4. Tiktok test the paid short video function: the number of account fans is required to be no less than 100000, and the platform may draw 30%. On the 16th, the topic of "Tiktok test paid short videos" attracted attention. The reporter tried to release videos in Tiktok, and found that there are new functions of paid videos. The function requires a fan base of no less than 100000, and the page display may be reduced by 30% on the platform. (surging)
5. Lenovo Group's overall revenue in the second fiscal quarter reached 104.4 billion yuan, with two consecutive quarter on quarter increases. Lenovo Group announced its financial report for the second quarter of the 2023/24 fiscal year as of September 30, 2023, showing that its gross profit margin increased to 17.5% year-on-year, setting a new historical high for the same period. The proportion of non PC businesses exceeded 40%, an increase of nearly 3 percentage points year-on-year.
6. NetEase: In the third quarter of 2023, its revenue was 27.3 billion yuan, a year-on-year increase of 11.9%. NetEase released its financial report for the third quarter of 2023. The financial report shows that the company's revenue for the quarter was 27.3 billion yuan, a year-on-year increase of 11.6%; Under non GAAP, the net profit attributable to the company's shareholders was 7.8 billion yuan, a year-on-year increase of 16.4%; The net revenue from games and related value-added services was 21.8 billion yuan, an increase of 16.5% year-on-year. During the reporting period, the UGC content of NetEase News client community increased by 110.6% year-on-year, the number of community content production users increased by 94.5% year-on-year, and the interaction volume of the circle increased by 129% year-on-year.
7. Amazon will allow car dealers to sell cars on its website, starting with Hyundai Motors. According to reports, next year, Amazon will allow car dealers to sell cars through its website, starting with Hyundai Motors. For many years, the company has launched a digital showroom for consumers to study and compare cars.
8. OpenAI exploration brings ChatGPT into the classroom. According to an executive, OpenAI's generative artificial intelligence products initially raised concerns about the widespread phenomenon of homework cheating, and the company is currently exploring how to introduce ChatGPT chat robots into the classroom. OpenAI Chief Operating Officer Brad Lightcap stated at a conference in San Francisco that the company will form a team to explore the educational applications of this technology. (Interface)
9. Meta launches video editing tools based on artificial intelligence. Meta has launched two new AI based video editing features that can be used to post videos on Instagram or Facebook. The first feature is called "Emu Video", which can generate videos based on pure text, pure images, or a combination of text and image inputs. Another model is called "Emu Edit", which allows users to freely edit through text commands.
10. JD Cloud releases AIDC intelligent computing product portfolio. On November 15th, at the 11th Data Center Standards Conference hosted by CDCC, JD Cloud announced the AIDC intelligent computing product portfolio, including Alpha intelligent computing modules, privatized bare metal computing platforms, and edge MaaS services. JD Cloud decouples all its data center capabilities and provides customers with a full stack privatization solution at the cabinet level, platform level, and even application level.
Listed Capital Flow
1. Alibaba: Resolutely increase investment in Alibaba Cloud's strategy and no longer promote complete separation. On November 16th, Alibaba Group's financial report revealed that due to various uncertain factors, it will no longer promote the complete separation of Cloud Intelligence Group. At the same time, Alibaba will resolutely increase its continuous strategic investment in Alibaba Cloud, ensuring that Alibaba Cloud focuses on the development strategy of "AI+cloud computing" and creates a technologically leading cloud computing service in the AI era.
2. Alibaba: Hema Fresh's initial public offering plan has been postponed. Alibaba has disclosed that Hema Fresh's initial public offering plan has been postponed, and the company is evaluating the market conditions and other factors necessary to ensure successful project implementation and enhance shareholder value.
3. The split is basically completed, and Siemens will start the preparation work for the public listing of Imenda. Siemens disclosed in its fiscal year 2023 results that the spin off of the motor and large transmission company Innomotics is progressing smoothly according to plan and has been basically completed. For this reason, Siemens will initiate preparations for the public listing of Imenda. At the same time, Siemens will carefully evaluate quotations from third parties and consider them as another option for public listing based on the actual situation.
4. Xingji Meizu received a financing of 2 billion yuan. The Geely company Xingji Meizu has completed the A-round financing, which is another short-term financing completed by it. Combined with the angel+round financing completed in the first half of the year, Xingji Meizu has raised a total of 2 billion yuan this year, with a post investment valuation of over 10 billion yuan. It is understood that in the first half of the year, the angel+round investors of Xingji Meizu were Rongyi Investment, Xingyuan Fund, Wuhan Economic Development, etc., while the recent A-round leading investors were Asia Investment Fund and Harvest International, QC Capital, Wuhan Economic Development, and industrial chain partners.
Hearts and Hearts
The progress of Apple iPhone replacing Qualcomm chips with self-developed chips has been further delayed. Apple's plan to invest billions of dollars in developing a modem chip for the iPhone has been further postponed, and the work of replacing Qualcomm's chips is very complex, hindering the company's progress. Insiders say that Apple may not be able to achieve its target of shipping before the spring of 2025. This means that the release will be postponed until at least the end of 2025 or early 2026- Apple has recently renewed its contract with Qualcomm, with the final year of the contract being 2026.