AI Surge: The "Doubao" Concept is Booming, Open AI Unleashes a New Bombshell | Today's Important News Review

1218 Dolphin's Key Focus:

🐬 Macro/Industry

1. At today's Volcano Engine FORCE conference, ByteDance released the Doubao visual reasoning large model and announced its entry into the "Li Era," with prices dropping to 0.003 yuan per thousand tokens, 85% lower than industry prices, allowing one yuan to process 284 images. Doubao also launched a new image generation model, achieving accurate Chinese text generation for the first time. A-share Douyin Doubao concept stocks were driven up.

2. OpenAI has opened its strongest reasoning model o1 to developers, incorporating a lower-cost advanced model GPT-4o version into the API for developing voice apps. According to OpenAI's assessment, o1 comprehensively surpassed human PhD experts in this test, achieving an accuracy rate of 78.3%. Notably, the API for the o1 model has reduced thinking costs by 60% compared to the previous preview version and comes with advanced visual capabilities; the audio costs for GPT-4o have decreased by 60%, while the mini version's price has plummeted by 10 times.

🐬 Individual Stocks

1. $ NVIDIA(NVDA.US)

NVIDIA launched an AI supercomputer priced at only $249, named "Jetson Orin Nano Super," which is compact enough to fit in the palm of your hand. Compared to its predecessor, its generative AI reasoning performance has improved by 1.7 times, with a performance increase of 70%, capable of executing up to 67 million INT8 operations per second (67 INT8 TOPS), and memory bandwidth has also increased by 50%, reaching 102GB/s.

🐬 Leading Sectors

Shanghai and Shenzhen: Residential construction companies, various utilities, cloud and data centers;

Hong Kong Stocks: Kitchenware, data processing and outsourcing services, agricultural machinery;

U.S. Stocks: Automobile manufacturers, computer and electronic product retailers, textiles.

🐬 Attention for Tomorrow

1. Micron will announce its financial report, and Dolphin will provide an interpretative analysis.

2. U.S. Federal Reserve interest rate decision (upper limit), U.S. real GDP annualized quarterly rate final value, U.S. core PCE price index annualized quarterly rate final value; U.S. real personal consumption expenditures quarterly final value.

This article's risk disclosure and statement: Dolphin Investment Research Disclaimer and General Disclosure