LLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News Recap
0212 | Dolphin Research Focus
🐬 Macro/Industry
Doubao rolled out its video-gen model Seedance 2.0 across the Doubao app, desktop, and web. Users can generate 5s/10s clips from text prompts and create avatar videos, with upgrades in image quality, speed, and fidelity. Leveraging ByteDance’s ecosystem to lift engagement and frequency, it pushes AIGC toward mass-market, practical use.
🐬 Single Stocks
1、$KNOWLEDGE ATLAS(02513.HK)
Zhipu raised prices for its GLM Coding Plan by 30%+, removed the first-purchase discount, and kept rates unchanged for existing subs, citing surging user demand and higher compute/model-tuning costs. The move underscores strong LLM demand and monetization, as the industry shifts from discount-led acquisition to value-based pricing. Profit outlook improves, and HK AI app names extended gains today, reflecting confidence in application-side commercialization.
2、$MINIMAX-WP(00100.HK)
Minimax launched its flagship Minimax2.5, the first production-grade model natively designed for Agent scenarios, focused on coding and agent capabilities and benchmarked against Claude Opus 4.6. With 10B activated params enabling efficient reasoning, it offers high throughput and low VRAM needs. The release strengthens Minimax’s positioning in China’s LLM track, fills a gap in native Agent models, lowers enterprise adoption hurdles via lightweight high compute, and the stock rose nearly 15% today.
3、$Duolingo(DUOL.US)
TMUS enabled real-time, on-network voice call translation across 50+ languages, with no extra app required. This sparked concern over DUOL’s outlook, sending the stock lower. It highlights rapid AI encroachment into traditional services, broadening competitive boundaries and pressuring language-learning platforms to upgrade.
4、$Apple(AAPL.US)
AAPL hit technical bottlenecks in testing new Siri features, forcing major changes and delaying rollout timing. Near term, that weakens iPhone ecosystem competitiveness versus Android on AI experience, pushing Apple to tighten its AI R&D and deployment cadence.
5、$XIAOMI-W(01810.HK)
Xiaomi open-sourced Xiaomi-Robotics-0, a unified vision-language-action model that achieved SOTA on multiple benchmarks. It can run on consumer-grade GPUs, lowering the deployment barrier.
6、Dolphin Research on earnings & calls
Applovin:《Applovin: Spooked by narratives, good print still couldn’t hold?》,《Applovin (Trans): High confidence competing vs. Meta》
Unity:《Unity: Down ~30% overnight — what broke it?》
NetEase:《NetEase: Still a grind ahead》,《NetEase (Trans): ‘Sea of Dawn’ slips to Q3; ‘Where Winds Meet’ still in polish》
Shopify:《Shopify: Solid print, sharp selloff — are commerce Agents cure or poison?》,《Shopify (Trans): Monetization under Agent model still anchored in payments》
🐬 Top-Gaining Sectors
A-shares: oil & gas storage and transport, internet content & information, cloud & data centers. These sectors led.
HK: system software, heavy electrical equipment, oil & gas storage and transport. Leaders on the day.
US: paper products, healthcare facilities, diversified chemicals. These groups outperformed.
🐬 Watch Tomorrow
Coinbase and Rivian to report earnings. Applied Materials and Airbnb also due.
US Jan CPI (SA, MoM) and core CPI (SA, MoM). US Jan CPI (NSA, YoY) and core CPI (NSA, YoY).
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