What has been the biggest change in the AI industry over the past 24 months? The big model has basically eliminated the illusion On November 12, Robin Lee, the founder of Baidu, delivered a speech entitled "Here Comes the Application" at the 2024 Baidu World Conference, releasing two AI technologies that enable applications: the retrieval enhanced Wensheng Graph technology (iRAG) and the codeless tool "Seconds Da". Wenxin iRAG is used to solve the illusion proble ... 阅读全文

On November 13th, Nvidia founder and CEO Huang Renxun announced at the Nvidia Japan Summit that they will collaborate with SoftBank to build AI infrastructure in Japan, including Japan's largest AI factory. Masayoshi Son stated that SoftBank is investing heavily in the construction of data centers in Japan, pressing the "restart button" for Japan's technological development. Japan cannot miss this round of AI development, we need infrastructure, "said Masayoshi S ...

On November 13th, On Holdings, the parent company of Swiss sports brand Angpao, announced its financial report for the third quarter of 2024. The group's revenue in the third quarter increased by 32.3% to 640 million Swiss francs, a 33% increase at fixed exchange rates. However, due to the increase in the cost of large-scale store openings, profits fell by 48% to 30.5 million Swiss francs, and gross profit margin increased by 70 basis points to 60.6%, setting a r ... 阅读全文

Qualcomm CEO Cristiano Anmon stated on November 12th local time that the AI boom will not lead to a repeat of the global chip shortage during the pandemic. Anmeng said, "During the epidemic, everyone stayed at home and started buying consumer electronics products, which was beneficial for the business, but the supply chain couldn't cope... Since then, a large amount of investment has been made to increase chip production capacity, and now the demand and supply in ... 阅读全文

Two insiders revealed that hedge fund Brigade Capital will receive a $300 million investment from Blackstone Group to help it establish new private credit strategies and expand its mortgage debt platform. Blackstone's diversified asset investment division will invest $150 million in Brigade's new strategy, which focuses on mid to low end market opportunities. (Reuters)

Tesla will continue to revel in "Trump 2.0"? Big motorcycle shouts: it can rise to $500! "On Tuesday, Big motorcycle said that if the electric car company can expand its business beyond cars and CEO Elon Musk demonstrates new political power in" Trump 2.0 ", Tesla's stock price will have a lot of room to rise. Analysts led by Adam Jonas predict that in the most optimistic scenario, Tesla's stock price will rise to $500 per share, which means it can still rise by ... 阅读全文

According to a research report by Guotai Junan, Dingdong Maicai (DDL) achieved a revenue of 6.538 billion yuan in the third quarter of 2024, an increase of 27.21%, and an adjusted net profit attributable to the parent company of 164 million yuan. 1) Opening warehouses accelerates category expansion, with peak season orders and GMV both accelerating growth. 2) The scale effect of fresh food categories is strong, and there is still room for profit margin and growth ... 阅读全文

Tencent Music (01698) disclosed its Q3 2024 report, achieving a total operating revenue of 7.015 billion yuan, a year-on-year increase of 6.79%, a net profit of 1.709 billion yuan, a year-on-year increase of 35.31%, and a gross profit margin of 42.64%, up from 35.65% in the same period last year. Tencent Music includes two major categories: online music services and social entertainment services. The former includes subscriptions, digital albums, advertisements, ... 阅读全文

Caizhong News Agency, November 13th - Zaiding Pharmaceutical (09688/ZLAB) released its third quarter report as of September 30, 2024. In the third quarter of 2024, the company's net product revenue was $102 million, a year-on-year increase of 47%, mainly due to the sales growth of Weiweijia, Zele, and Nuozaile. Among them, Wei Weijia's income was 27.3 million US dollars, while the income of Ze Le and Niu Zaile were 48.2 million US dollars and 10 million US dollar ... 阅读全文

On November 12th local time, the three major indexes of the US stock market closed down. As of the close, the Dow Jones Industrial Average fell 382.15 points, or 0.86%, to 43910.98 points; The Nasdaq fell 17.36 points, or 0.09%, to 19281.40 points; The S&P 500 index fell 17.36 points, or 0.29%, to 5983.99 points. The 11 major sectors of the S&P 500 index fell 8 times and rose 3 times. The materials and medical sectors led the decline with a decrease of 1.57% and ... 阅读全文

For several months, there have been rumors that Apple is developing a smart home display screen. On Tuesday Eastern Time, well-known Apple whistleblower Mark Gurman revealed that Apple plans to launch a wall mounted monitor in March next year. It is revealed that this device can control smart home devices, participate in video calls, etc., similar to Amazon's Echo Hub. It is revealed that this AI wall mounted display has a similar shape to a square iPad, with a s ... 阅读全文

Interface News Reporter | Qin Siyue In early November, American sports brand Under Armour announced its Q2 2025 financial results as of September 30th. The performance report shows that during the reporting period, brand revenue decreased by 11% year-on-year to $1.4 billion; Adjusted earnings per share of $0.30; The gross profit margin increased to 49.8%. Looking at channels separately, in the second quarter, both Andema's wholesale revenue and DTC (direct to con ... 阅读全文

According to informed sources, Apple plans to launch a new product category - wall mounted displays that can control appliances, handle video conferencing, and utilize artificial intelligence navigation applications, positioned as "home command centers", which will be launched as early as March. The device will have FaceTime, Siri, and Apple Intelligence functions, will be connected to a camera, doorbell, and run a series of Apple apps. This product, codenamed J4 ... 阅读全文

【 Global Market 】 1. All three major US stock indices have reached historic highs, with Tesla rising nearly 9%. 2. Bitcoin has surpassed $88000, and cryptocurrency concept stocks have surged. 3. US oil prices fell by over 3%, and international gold prices fell by over 2%.

On Monday (November 11th) local time, Israel's newly appointed Defense Minister Katz stated that Iran's nuclear facilities are more vulnerable than ever after Israel's airstrikes on Iran's air defense facilities on October 26th. However, his suggestion to strike Iran's nuclear facilities did not have a significant impact on international oil prices. At a meeting held by the Israeli Defense Forces General Staff, Katz stated, "Iran's nuclear facilities are now more ... 阅读全文

The 'Trump frenzy' will continue until the end of the year! Xiao Mo: The US stock market is expected to rise even stronger than in 2016. The news of Trump's election victory has' flown 'the US stock market, and data from JPMorgan Chase&Co.'s trading department shows that this is not over yet. The frenzy in the US stock market will continue until the end of the year, and the rise will be stronger than at the end of 2016 (Trump's first victory in the US election).

From a historical perspective, it is still possible for stock indices to continue climbing for the rest of this year. However, there is no shortage of cautious market views, stating that US bond yields and overvaluation remain the key challenges to whether the market can go further, and the potential headwinds of policy uncertainty in the next US government cannot be ignored.

Top 20 US stock transactions: Tesla up nearly 9%, cryptocurrency sector generally up. Tesla closed up 8.96%, with a transaction volume of $71.771 billion. According to multiple anonymous sources cited by the media, Tesla CEO Elon Musk will become one of the key figures in Trump's future government formation; Driven by the surge in Bitcoin, the US cryptocurrency sector generally rose on Monday. MicroStrategy closed up 25.73%, Coinbase Global closed up 19.76%, and ... 阅读全文

After winning the House of Representatives Prime Minister election for the second time in just over a month, Shigeru Ishiba, who has taken office again, proposed that the Japanese government will provide at least 10 trillion yen (about 468.8 billion yuan) in support before the 2030 fiscal year to promote the semiconductor and artificial intelligence industries. At a press conference on Monday evening, Shigeru Ishiba said, "We will develop a new aid framework to a ... 阅读全文

The Nasdaq China Golden Dragon Index closed up 0.59%, with most popular Chinese concept stocks rising. Xiaopeng Motors rose over 5%, and Ideal Motors rose nearly 3%.