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The concept of bean bag is on fire.Today, the AI theme continues to soar, and the hardware direction has soared across the board. Tianjian shares, Star Technology, Lexin Technology and other stocks have a daily limit of 20cm. Among them, Lexin Technology has been trading for 20cm in a row. This unit is a global fabless semiconductor company, which has been deeply involved in the research and design of software and hardware products in the AIoT field for many years, focusing on the research and development of wireless communication SoC with high integration, low power consumption, excellent performance, safety, stability and high cost performance.The concept of bean bag is on fire.

Founder Securities said that the multi-modal generative AI has different empowerment rhythms for different film and television forms. Al's video generation ability corresponds to its empowered film and television form, and marketing video materials, short plays and animations are expected to benefit first. From the upstream and downstream of the industrial chain, companies with video corpus in the upstream and companies with video IP or web IP in the downstream are expected to benefit from the empowerment of AI video generation technology, and the new commercialization potential is expected to be gradually released.Today, the AI theme continues to soar, and the hardware direction has soared across the board. Tianjian shares, Star Technology, Lexin Technology and other stocks have a daily limit of 20cm. Among them, Lexin Technology has been trading for 20cm in a row. This unit is a global fabless semiconductor company, which has been deeply involved in the research and design of software and hardware products in the AIoT field for many years, focusing on the research and development of wireless communication SoC with high integration, low power consumption, excellent performance, safety, stability and high cost performance.The popularity of bean bags is a bigger factor in the rise of stocks on the AI application side such as Lexin Technology. Quantum bit data shows that by the end of November, the cumulative user scale of Bean Bag APP has successfully exceeded 160 million in 2024, and the average daily download volume of new users has remained stable at 800,000, making it the second-ranked AI APP in the world and the first in China. In November, the APP DAU of bean bags was close to 9 million, with a growth rate of over 15%, far exceeding the 3 million of Kimi DAU, the second place.

The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.In the news, on December 9, the General Administration of Market Supervision announced that NVIDIA Company was suspected of violating the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on the Case of Approving NVIDIA Company to Buy the Equity of Milos Technology Co., Ltd. (Announcement of the General Administration of Market Supervision [2020] No.16), and the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.