Taclink(688205) 证券时报网·2025-01-22 02:20Group 1 - The AI industry chain stocks experienced a strong rally on the 22nd, with Shenglan Co. rising over 17%, and other companies like Baosheng Co., Xinya Electronics, and Huamai Technology hitting the daily limit [1] - In the CPO concept sector, Dekeli and Huiyuan Communication reached the daily limit, while Zhongji Xuchuang and Xinyi Sheng increased by approximately 5% [1] - Liquid cooling server stocks such as Langwei Co. and Oulutong rose over 10%, with Zhen Shitong hitting the daily limit [1] Group 2 - The recent announcement from Moon's Dark Side regarding the major technological upgrade of its intelligent assistant Kimi, which introduced the new k1.5 multimodal thinking model, highlights advancements in multimodal reasoning and general reasoning capabilities [1] - Multiple domestic large models have recently undergone intensive updates, including Doubao's real-time voice model and DeepSeek's release of DeepSeek-R1 with open-source model weights, indicating a rapid iteration and upgrade in AI technology [1] - Major tech companies in China are increasingly investing in AI, with large models accelerating the implementation of edge AI [1] Group 3 - CITIC Construction Investment Securities noted that as large model capabilities continue to evolve, the differences between models are narrowing, prompting giants like Meta, ByteDance, and Xiaomi to aggressively pursue edge AI to capture the AI agent market [2] - The potential for explosive growth in edge AI products is anticipated in 2024, with significant cost reductions in AI glasses, which may see a breakout year in 2025 [2] - Beyond smartphones, PCs, glasses, and headphones, the potential base for edge AI is vast, benefiting various sectors including home appliances, robotics, smart vehicles, educational office equipment, and toys, leading to widespread hardware upgrades [2]