Hua’an Securities recently released a weekly report on the global technology industry: Apple has reached a cooperation with OpenAI, and the release of "Pure Blood Hongmeng" is imminent.
The following is a summary of the research report:
This week’s market review
From the index performance point of view, this week (2024-06-10 to 2024-06-14), the Shanghai Composite Index weekly rise and fall of -0.61%, growth enterprises market refers to weekly rise and fall of 0.58%, Shanghai and Shenzhen 300 weeks rise and fall of -0.91%, CSI 1000 weeks rise and fall of 0.53%, Hang Seng Technology weekly rise and fall of -1.72%, Nasdaq index weekly rise and fall of 3.24%; from the plate performance point of view, the media index weekly rise and fall of 2.39%, Hang Seng Internet technology weekly rise and fall of -1.08%, CSI overseas China Internet 50 index weekly rise and fall of 0.07%, artificial intelligence index weekly rise and fall of 5.48%, computer index weekly rise and fall of 3.66%, data element index weekly rise and fall of 2.37%, The cloud computing index rose or fell by 5.96% on a weekly basis, the Xinchuang index rose or fell by 5.28% on a weekly basis, and the industrial software index rose or fell by 2.41% on a weekly basis.
Apple partners with OpenAI to integrate ChatGPT into iOS, iPadOS and macOS
Apple announced a partnership with OpenAI at the WWDC24 developer conference, with ChatGPT integration powered by GPT-4o coming to iOS, iPadOS and macOS later this year. Users can access it for free without creating an account, and ChatGPT subscribers can connect their accounts and access paid features directly from these experiences. Apple’s Siri voice assistant can connect to ChatGPT. OpenAI does not store requests when accessing ChatGPT in Siri and the writing tool, and the user’s Internet Protocol Address is obscured, OpenAI said. (36Kr)
The 3rd Meitu Imaging Festival released 6 products, opening a new stage of "AI workflow"
On June 12, Meitu held the 3rd Meitu Imaging Festival with the theme of "Talking about AI Workflow", and released 6 products on the spot: Meitu Yunxiu V2 – Professional-grade AI batch retouching software, Shooting V2 – Making oral broadcast videos with AI, Meitu Design Studio V3 – Essential AI design tools for e-commerce people, Station Cool Design Services – Looking for high-quality design services, Come to Station Cool, Qimi – Game Material AI Production and Delivery Platform, MOKI – I use AI to make short films. Covering commercial photography, oral broadcast video, e-commerce design, design services, game marketing, and video generation. While using AI workflow to help industries and users improve efficiency, Meitu’s global VIP membership reached a record high. As of June 11, Meitu’s global VIP membership was 10.63 million. (Meitu Company)
Huawei Developer Conference 2024 schedule announced, "Pure Blood Hongmeng" debuts
On June 8th, the Huawei Developer Conference 2024 will be held in Shenzhen from June 21st to 23rd. The beta version of HarmonyOS NEXT Hongmeng Galaxy Edition has become one of the biggest highlights. The Hongmeng Galaxy Edition system base is fully self-developed, removing AOSP code, and only supports Hongmeng kernel and Hongmeng system applications, so it is also known as "Pure Blood Hongmeng", which will bid farewell to the early compatible Android strategy. (Fast Technology)
Scientific and technological innovation refinancing accelerates the implementation and accurately supports technology-based enterprises
On June 14, 2024, the central bank website issued a document that in April 2024, the People’s Bank of China, together with the Ministry of Science and Technology and other departments, established a 500 billion yuan re-loan for scientific and technological innovation and technological transformation, of which 100 billion yuan is specially used to support the first loan of technology-based small and medium-sized enterprises in the start-up period and growth period, and to encourage Financial Institution Group to invest more heavily in early, small and hard technology. (Zhitong Finance)
Investment advice
1. Overseas AI:
The latest Chrome has built-in Gemini Nano large language model, which can run completely locally and is free offline. Suggested attention: Meta, Adobe, Microsoft, Nvidia, AMD, Amazon, etc. (Hua’an Securities, Jin Rong, Wang Qijue, Fu Xiaoyu, Lai Zuohao)
Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Please check before use. Operate accordingly at your own risk.
[Editor in charge: Zhu Ling]