AI火爆，腾讯概念、华为概念、抖音概念被盯上！

AI and Technology Development - The company's "Walker Summary Extraction Algorithm" and "Walker Machine Translation Algorithm" have completed the filing for deep synthesis service algorithms with the National Internet Information Office, and new products with AI-related functions are under development [1] - The company is a leader in edge AI, actively deploying edge AI technologies and businesses, from underlying algorithms and chips to scenario-based applications, aiming to promote the development of China's general artificial intelligence and lead the AI industry [2] - The company has deep expertise in voice technology, especially in multilingual capabilities, covering over 200 languages/dialects as of June 30, including common languages like English, French, German, Italian, Spanish, Japanese, and Korean, as well as rare languages in Southeast Asia and countries along the "Belt and Road," with a competitive advantage in Asian multilingual services [6] - The company has been following the development of AI technology closely, continuously strengthening its R&D reserves in cutting-edge technologies [13] Product Development and Innovation - The company's robot products use food-grade silicone materials and are equipped with multiple sets of transmission devices, enabling functions such as active chatting, interruption, facial interaction, touch sensing, sound localization, and memory, aiming to create an immersive human-like chat interaction [5] - The company has launched a series of AI products, including the MA series smart cloud speakers in collaboration with Ali Smart in 2015, the Dreampods series TWS earphones with AI bone conduction call noise reduction algorithm in 2020, and the Lollipods smart earphones with Xiaodu Assistant in 2021 [7] - The company is developing AI products such as the Tom Cat AI Voice Emotional Companion Robot, AI Storytelling APP, and AI games, with the Tom Cat AI Voice Companion Robot scheduled for release by the end of December 2024 [12] - The company recently launched the Luka Doctor AI Learning Machine, a new educational hardware product, which went on pre-sale on December 12 on platforms like JD, Tmall, and Douyin [14] Market and Industry Trends - Tom Cat has become the most researched stock by institutions, with a total of 124 institutions, including 42 fund companies, 21 securities companies, 15 private equity firms, and 5 insurance companies, conducting research on the company [4] - In the past week, nearly 200 stocks were researched by institutions, with Tom Cat being the most researched stock [8] - AI-related stocks have seen significant gains recently, with Zhaolong Interconnect's stock price rising nearly 40% in a week, reaching a historical high [11] - Tom Cat's stock price has surged from above 3 yuan/share to above 8 yuan/share recently, driven by its multiple hot themes, including Tencent, Ali, Huawei Harmony, and AI [17] - Several AI stocks that received institutional research have shown significant gains [18] Strategic Partnerships and IP Utilization - ST Huatong, with Tencent and Tesla concepts, revealed that Shengqu Games owns a large number of game IPs, mainly MMO products, and plans to awaken these IPs through nostalgic strategies, deepen the core IP product matrix, and explore new categories in niche markets, with 2025 being the first year of the Legend integration [3] - The company collaborates with Tencent on product distribution strategies, choosing to work with Tencent for products suitable for its distribution channels, while preferring to self-distribute products where Shengqu Games has a deep understanding of the IP [15] Production and Capacity Planning - The company plans to steadily expand its high-speed production capacity based on market trends, technological innovation progress, and customer order expectations, continuously introducing advanced production equipment and technology to improve efficiency, and actively expanding production sites and resource integration to ensure strong supply capabilities and market responsiveness [16] - Zhaolong Interconnect stated that its high-speed product orders are relatively saturated, with machines operating at full capacity, and new high-speed product equipment is being delivered [19]