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中加基金董事长变更;英大基金撤销监事会
Sou Hu Cai Jing· 2025-07-17 01:48
Group 1: Fund Management Changes - Yang Lin has been appointed as the new Chairman and legal representative of Zhongjia Fund, succeeding Xia Yuanyang who left due to work arrangements [1] - Wang Jing has taken over as the new General Manager of Mingya Fund, following the departure of former General Manager Ding Yue and Deputy General Manager Tu Jianzhong for personal reasons [2] - Yingda Fund has announced the dissolution of its supervisory board, becoming the first public fund company to do so, with the board's risk management and audit committee assuming the supervisory responsibilities [3] Group 2: Fund Manager Updates - Li Yuanbo has left his position as the manager of the Fortune Innovation Technology Mixed Fund, with Luo Qing appointed as the new manager; Luo has 8 years of experience in the securities industry [4] Group 3: ETF Market Overview - On July 16, the market experienced a slight decline with major indices showing minor drops; pharmaceutical stocks surged while PCB concept stocks adjusted [5] - Several Hong Kong stock-related ETFs saw increases of over 2%, including the Hang Seng Biotechnology ETF which rose by 2.28% to 1.168 [6][7] - Conversely, ETFs such as the S&P Biotechnology ETF and NASDAQ Biotechnology ETF fell by over 2%, with the S&P Biotechnology ETF decreasing by 2.34% to 0.919 [8] Group 4: ETF Thematic Opportunities - The Chinese internet industry is undergoing a deepening digital transformation, driven by new technologies such as AI, cloud computing, and smart vehicles; Tencent Cloud's AI-related revenue has seen rapid year-on-year growth [9] - The recovery in consumption and globalization is further expanding market opportunities for the Chinese internet sector, with potential focus on products like the China Concept Internet ETF [9]
【行业前瞻】2025-2030年全球及中国多模态大模型行业发展分析
Sou Hu Cai Jing· 2025-05-07 03:45
Core Insights - The multi-modal large model industry focuses on deep learning models capable of processing, understanding, and generating various types of data, including text, images, audio, and video, enabling complex and intelligent tasks [1] - The industry has a wide application potential across various sectors such as natural language processing, image recognition, speech recognition, intelligent driving, and medical imaging diagnosis [1] Industry Overview - The multi-modal large model industry chain is complex, encompassing hardware facilities, software development, and various model types, including CLIP, BLIP, and LLaMA, among others [1] - The industry is divided into three layers: the foundational layer (hardware and basic software), the model layer (various types of multi-modal large models), and the application layer (industry-specific applications) [1] Cost Structure - The training costs for mainstream domestic large models range from tens of millions to hundreds of millions of dollars, with major companies like Baidu, Alibaba, and Tencent investing over $200 million [3][5] - Startups like Kimi and DeepSeek have managed to reduce training costs to between $30 million and $60 million through technological optimizations [3] - Cloud hosting costs are significantly influenced by model scale, with major companies leveraging their own cloud platforms to reduce costs [3] Development History - The global large model industry has evolved through several phases: early exploration (1956-2005), rapid growth (2006-2019), the rise of large models (2020-2022), and the current phase of widespread application starting in 2023 [6] Computational Demand - The demand for computational power in AI is increasing, with larger models requiring exponentially more computational resources; for instance, the GPT-3 model requires 3640 PF-days of computation and at least 10,000 GPUs [9] - As model parameters increase, the computational investment needed grows significantly, influenced by model architecture, optimization efficiency, and hardware capabilities [9]
数字经济核心产业量质齐升
Jing Ji Ri Bao· 2025-05-06 21:57
Group 1: Digital Economy Development - In 2024, the core industry value added of China's digital economy is expected to account for about 10% of GDP, with data production reaching 41.06 ZB, a year-on-year growth of 25% [1] - The total computing power scale is projected to reach 280 EFLOPS, with 5G base stations totaling 4.251 million and mobile IoT terminal users reaching 2.656 billion [1] - The eight major hub regions account for over 60% of the newly added computing power nationwide [1] Group 2: Artificial Intelligence Integration - The "Artificial Intelligence +" initiative aims to better integrate digital technology with manufacturing and market advantages, supporting the widespread application of large models [2] - In 2024, the number of enterprises developing or applying artificial intelligence is expected to increase by 36%, with high-quality data sets growing by 27.4% [3] - The number of enterprises utilizing large model data technology and data application enterprises is projected to grow by 57.21% and 7.14%, respectively [3] Group 3: Data Element Reform - The national data market transaction scale is expected to exceed 160 billion yuan in 2024, with a year-on-year growth of over 30% [5] - The national public data resource registration platform has approved 700 items of registered data since its launch [5] - The "data element" theory proposed by China Electronics aims to optimize data flow and enhance data utilization efficiency [6] Group 4: Data Infrastructure and Security - The construction of data infrastructure is crucial for high-quality supply, credible circulation, and high-level application of data [8] - The "密态可信数据空间" product supports secure data integration and processing, addressing challenges in data value release [8] - A multi-dimensional defense system is being developed to mitigate risks associated with data leakage and misuse in large model applications [9]
深度|大厂AI工具派上大用场!助力外贸企业稳订单,数字人24小时直播、多语种智能客服、应用层智能体……
证券时报· 2025-04-20 06:32
"我们以前是纯外贸的服装加工企业,客户遍布全球,但美国在我们的客户比例中占到了65%,突如其来的关税确实给我们带来了暂时的一些困难。"宁波一家 外贸服装工厂负责人李先生在接受证券时报记者采访时表示。 面对关税冲击,李先生也在积极想办法。他很快便与百度进行了接触,并加入了百度优选的出海计划,借助百度AI慧播星数字人直播技术,从一家传统外贸加工厂 向电商销售转型,全力开拓国内市场及日韩、欧洲、澳洲等非美市场。"整个流程跑下来的感受就是一个字,快!"李先生说。 在美国所谓"对等关税"的阴霾下,广大像李先生一样的中小外贸企业主正在寻觅"突围"路径,而人工智能则是他们披荆斩棘过程中的一把"利剑"。最近一段时间以 来,包括百度、阿里巴巴等在内的科技公司通过发布外贸企业相关扶持计划,结合自身技术优势推广相应的AI工具,不仅为开拓多元市场提供了支撑,还助力传统 外贸企业加快全链条数字化、智能化转型升级。一场以人工智能为核心的技术变革浪潮,正在外贸行业加速铺开。 寻找新出路:AI助力开拓更多非美市场 洽谈需求、开设店铺、上架产品、打磨AI数字人,从开店到开播,李先生只花了一周左右的时间。 "按照传统电商的经营逻辑,首先需要招募 ...
游戏、卖货和广告,仍是中国互联网大厂最强印钞机
创业邦· 2025-03-28 03:37
Core Viewpoint - 2024 is a bustling year for China's internet industry, with a significant shift towards AI applications, overshadowing previous trends like the metaverse [3][4]. Financial Performance - Major internet companies reported their revenue and profit for 2024, showcasing varied growth rates across the board: - JD: Revenue of 115.88 billion, up 7%; Net profit of 41.4 billion, up 71% [5] - Alibaba: Revenue of 98.18 billion, up 6%; Net profit of 120.4 billion, up 20% [5] - Tencent: Revenue of 66.03 billion, up 8%; Net profit of 194.1 billion, up 68% [5] - Pinduoduo: Revenue of 39.38 billion, up 59%; Net profit of 112.4 billion, up 87% [5] - Xiaomi: Revenue of 36.59 billion, up 35%; Net profit of 2.45 billion, up 23% [5] - Baidu: Revenue of 13.31 billion, down 1%; Net profit of 2.38 billion, up 17% [5] - Kuaishou: Revenue of 12.69 billion, up 12%; Net profit of 1.53 billion, up 140% [5] - Bilibili: Revenue of 2.68 billion, up 19%; Net loss of 0.14 billion, up 72% [5] Gaming Sector - Tencent remains the leader in the gaming sector with revenue of 197.7 billion, up 10% [7]. - Bilibili's gaming revenue reached 5.6 billion, with a significant growth of 40% [8]. Video Sector - Tencent Video's subscription revenue grew by 3%, with 113 million subscribers [10]. - Bilibili's diverse monetization strategies led to a 500% increase in creator income [10]. E-commerce Sector - Alibaba's Taotian Group reported revenue of 136.1 billion, up 5% [12]. - JD's retail revenue reached 307.1 billion, up 14.7% [12]. - Pinduoduo's revenue for the quarter was 110.1 billion, with a profit of 108.4 billion, up 85% [12]. Smart Hardware - Xiaomi's smartphone revenue was 191.8 billion, up 23%, with a strong focus on high-end models [14]. - Revenue from electric vehicles reached 32.8 billion, contributing 9% to overall revenue [14]. Advertising Revenue - Kuaishou's online marketing services accounted for 57% of total revenue, reaching 72.4 billion, up 20% [16]. - Bilibili's advertising revenue grew by 28%, reaching 8.2 billion [16]. International Expansion - Tencent's international gaming revenue was 58 billion, up 9% [18]. - Xiaomi's overseas revenue reached 153.3 billion, accounting for 41.9% of total revenue [18]. AI Development - Baidu's non-online marketing revenue was 31.7 billion, up 12%, driven by AI cloud services [23]. - Tencent and Alibaba are also heavily investing in AI, with significant revenue growth in their respective AI services [24].