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Great Wall Securities said that the competition of GM's big model has slowed down, and manufacturers have paid more attention to the application side. In 2025, with the wide spread of AI agents, AI is expected to be better integrated with people's work and life, and more explosive AI applications will be born. With the continuous improvement of the Interim Measures for the Management of Generative Artificial Intelligence Services, the commercialization of model layer and application layer in China is expected to further accelerate and enter the performance cashing period.

On December 12th, the concept of Tik Tok Bean Bag continued to lead the AI ​ ​ circuit, with three-dimensional communication (three boards), vision china (four boards in five days), Provincial Broadcasting Group (two boards) and Gravitational Media (two boards) trading daily.

The fiercest 5 days and 4 boards! The concept of bean curd is on fire.On December 12th, the concept of Tik Tok Bean Bag continued to lead the AI ​ ​ circuit, with three-dimensional communication (three boards), vision china (four boards in five days), Provincial Broadcasting Group (two boards) and Gravitational Media (two boards) trading daily.