A-shares rebounded in the afternoon, with big news from Apple AI in the market!
Taylor, a reporter from China Fund News
Brothers and sisters, today's A-share, we are proud!
A-shares suddenly rose in the afternoon
On December 19th, influenced by the Federal Reserve's lower than expected interest rate cuts next year, the Asia Pacific market opened lower across the board, and A-shares fluctuated in early trading.
After the afternoon opening, the index continued to rise, with both the ChiNext Index and the Shenzhen Component Index turning red, both rising by about 0.7%. Previously, all three major indices fell by over 1% at one point.
AI hardware concept stocks continue to strengthen, with computing power and liquid cooled server concepts leading the gains. Inspur Information and ZTE hit the daily limit up in the afternoon, while multiple stocks such as Runze Technology, Yakang Co., Ltd., Chuanrun Co., Ltd., and Guangxun Technology hit the daily limit up.
The CSI 50 index rose by over 3% at one point.
A big news surprise attack
What happened behind the afternoon rebound of the stock market? From the news, according to several insiders, Apple is negotiating with Tencent and Tiktok's parent company, ByteDance, to integrate its AI model into iPhones sold in China.
Apple began promoting OpenAI's ChatGPT on its devices this month as part of its Apple Intelligence product, which allows Siri voice assistant to leverage the chatbot's expertise, including handling user queries about photos and documents such as presentations.
Due to the unavailability of ChatGPT in China, Apple needs to seek local partners to implement its artificial intelligence capabilities.
According to the source, Apple's discussion with Tencent and ByteDance about using its AI model is still at a very early stage.
In the increasingly competitive field of artificial intelligence in China, if Apple's artificial intelligence services can find suitable partners, they may become industry winners. At present, many large technology companies and start-ups have launched dozens of large-scale language models, including "Doubao" with ByteDance, "Hunyuan" of Tencent and "ERNIE Bot" of search engine giant Baidu.
Previously, Apple collaborated with Baidu to actively explore introducing AI features to Chinese users through the Baidu Language Model. However, the cooperation between the two sides has not been smooth sailing. Although Apple is working hard to adjust Baidu's large language model to better meet the needs of Chinese users. But there are reports that Apple encountered many problems when adapting the Chinese version of the iPhone to the large model, such as the inability of AI to provide accurate responses in common usage scenarios.
After the news came out, Baidu's stock price plummeted, while Tencent's stock price rose sharply.
On December 18, ByteDance's volcanic engine released the beanbag visual understanding model at the FORCE conference. Through the bean bun visual understanding model, users can simultaneously input questions related to text and images. The model can comprehensively understand and provide accurate answers, greatly simplifying the development process.
In addition, multiple products of the Bean Bun Big Model have also received important updates: the Bean Bun Universal Model Pro has been fully aligned with GPT-4o, with a usage price only 1/8 of the latter; The music model has been upgraded from generating simple structures of 60 seconds to generating complete works of 3 minutes; The Wenshengtu model version 2.1 is the first in the industry to achieve the productization capability of accurately generating Chinese characters and one sentence P-images. This model has been integrated into the Zhimeng AI and Doubao App.
According to a research report by Tianfeng Securities, according to the November AI product list, the MAU of Doubao has reached nearly 60 million, currently ranking second in the world after ChatGPT and significantly leading the domestic list at the top. The growth of Dou Bao MAU is good, and the industrial chain, especially the computing infrastructure and hardware side, are expected to benefit.
Analysts said that they are optimistic about the continuous investment of ByteDance in the AI field. As a giant manufacturer among the domestic Internet giants, ByteDance has several major competitive advantages: ① large scale and high sales, with strong business support; ② Strong algorithmic ability; ③ Pay attention to AI, continuously layout and invest; ④ Strong industrial chain ecological layout; ⑤ Make efforts on the AI hardware side. The Byte AI industry chain is worth paying close attention to.
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