卓易信息(688258.SH):公司AI编程产品尚处于市场导入期

Core Viewpoint - The company, Zhuoyi Information (688258.SH), has announced that its AI programming products are still in the market introduction phase and have not yet formed a scalable product system, with potential delays in technological iteration and commercialization progress [1][2] Group 1: Product Development and Market Position - The company plans to release two AI programming products in 2024 and 2025, which are currently in the initial commercialization stage [2] - The products primarily attract free users and have not established a stable and sustainable revenue source [1][2] - There is a high level of uncertainty regarding future revenue scale, profitability, and cash flow contributions from these products [1][2] Group 2: Competitive Landscape - The company's AI programming products utilize open-source large language models such as DeepSeek and Tongyi Qianwen, which are available for free to any user for personalized development or model optimization [1][2] - The company does not directly develop AI large models and has no direct business dealings with AI large model system companies [1][2] - The AI programming field is characterized by rapid technological updates and intense competition, with significant competition from large domestic and international tech companies [2] Group 3: Market Risks and Investor Guidance - The company's stock price has experienced significant fluctuations, which may indicate irrational speculation risks [2] - The company advises investors to make rational judgments and decisions, and to be cautious of secondary market trading risks [2]