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Positive and continuousFourth, the driving force of artificial intelligence on industry and investment and financing has been very obvious. TSMC announced that its comprehensive revenue in November 2024 was NT$ 276.058 billion (US$ 8.504 billion). Driven by the continued strong demand for artificial intelligence chips, it increased by 34% year-on-year. In addition, the news shows that "Zhongke Wenge", a decision-making intelligent technology and application service provider, recently completed a strategic financing of over 100 million yuan, which was invested by Beijing Artificial Intelligence Industry Investment Fund. This round of funds will be mainly used for R&D investment in the field of decision intelligence to promote the development of various businesses. Founded in 2017, Zhongke Wenge is a transformation enterprise of scientific and technological achievements of China Academy of Sciences. Its founding team and core members are from Institute of Automation, Chinese Academy of Sciences, and have accumulated theoretical research, technology research and development and application practice of big data and artificial intelligence technology for more than ten years.Third, heavy meetings continue. The news shows that on December 14th, Shengsi Artificial Intelligence Framework Summit will discuss the development trend of AI technology and industrial opportunities. On 18th-19th, Volcano Engine will hold the Winter FORCE Motive Conference-a special forum on video cloud and edge cloud of "Smart Leap Horizon and Smart Convergence Edge".

Positive and continuousFirst of all, OpenAI announced that Sora was officially launched to users on the third day of live broadcast, which can directly generate videos of up to 20 seconds and up to 1080P through text, and at the same time support text+pictures/videos to generate specific video content, making the generation effect of the model more controllable. On the fourth day of live broadcast, OpenAI announced its "new way of ChatGPT writing and programming" Canvas announced in October, which can help users work efficiently with large models.In early trading today, the main line in the market is still around artificial intelligence and robots. Robot concept stocks are active again and again, and Great Wheel Intelligence, Ningbo Jingda, Kelier and Keli Sensing have reached new heights. As for artificial intelligence, there has been another wave of daily limit, and stocks such as Runxin Technology, Dahua Intelligent, vision china and Keda Dachuang have soared. Judging from the incident, the drive is also very obvious.

Secondly, domestic head enterprises are also active. On December 10th, PixelDance, a video generation model in ByteDance, was officially launched for internal testing in the computer version of Bean Bag, and some users have already opened the experience portal. The online video generation function of bean curd computer version can be experienced by some users. The internal test page shows that users can generate ten videos for free every day.Another plate related to artificial intelligence is the robot. On the one hand, Tesla robot released a video showing the latest progress of its humanoid robot Optimus walking on complex terrain. In addition, next month, Hesai will land at CES 2025, and launch a new mini 3D lidar in the robot field. On December 9, Iflytek and Beijing JD.COM Digital Intelligence Industrial Technology Co., Ltd. signed a strategic cooperation agreement in Beijing Robot Industrial Park (Yizhuang), officially announcing the establishment of a comprehensive strategic partnership to jointly promote the deep integration and innovative development of robots and artificial intelligence in the industrial field. In early trading today, robot concept stocks were active repeatedly, and Great Wheel Intelligence, Ningbo Jingda, Collier and Collier Sensing reached new heights.