Doubao concept surges, IPO economy booms

　　Artificial intelligence (AI) is hot again in A-shares. This time, Doubao concept stocks have become one of the most popular concept stocks after Kimi concept stocks and Zhipu concept stocks. “No Doubao, no AI.” As the Doubao concept continues to ferment in A-shares, some investors shouted this slogan.

　　In addition, this morning, the market also paid more attention to the concept of the IPO economy, and sectors such as exhibitions and the IP economy rose. Disu Fashion jumped high and hit the daily limit shortly after the opening.

　　This Central Economic Work Conference made it clear that next year, the focus will be on expanding the implementation of the “two new” policies, innovating diversified consumption scenarios, expanding service consumption, and promoting the development of the cultural tourism industry. Actively develop the IPO economy, ice and snow economy, and silver economy.

　　Image source: DroitVision

Doubao concept surges

　　As of the close of December 12, the Douyin Doubao Index rose by 1.72% and has risen by 58.28% since the fourth quarter. In terms of individual stocks, Sanwei Communications, Visual China, SMG Group, Gravity Media, and others closed at the daily limit, and Xinghui Entertainment also rose by more than 12%.

　　Quantum data shows that as of the end of November, the cumulative number of users of the Doubao APP has successfully exceeded 160 million, and the average daily number of new user downloads has stabilized at 800,000, making it the second-largest AI APP in the world and the largest in China.

　　The application of AI big models in the video field is gradually deepening. On December 9, OpenAI officially released Sora Turbo and put it into commercial use. Users can generate videos with a maximum resolution of 1080p and a maximum length of 20 seconds. On December 10, ByteDance announced that its video generation model PixelDance has officially entered the internal testing phase and will first be open to some users on the Doubao PC version. Users can generate ten videos for free every day.

　　Kaiyuan Securities believes that the competition for AI video big models is accelerating, and multimodal capabilities are continuously upgraded, helping to open up commercial space.

Hot first release economy

　　The first-time economy started with the “first store economy”, which is, in short, the first-time release of products, new formats, new models, new services, and new technologies, including the first-time store economy, which has attracted a lot of attention to the market in recent years.

　　The concept of the first-time economy has attracted attention, and some market participants have classified the IP economy, exhibitions, AI toys, AI mobile phones, robots, performing arts, culture and tourism, and other sectors as stocks with the concept of the first-time economy. This morning, the IP economy surged, setting off a daily limit surge.

　　In addition to Shanghai, many cities including Beijing, Shenzhen, Guangzhou, Chengdu, Wuhan, etc. have introduced policies to support the development of the IPO economy, aiming to give full play to the role of the IPO economy in attracting customers, driving the entire local industrial chain, and empowering regional economic and social development. The IPO economy emphasizes “first time”, chain development, leadership, and trend.

　　Study Times pointed out that actively developing the first-time economy is of great value. The first-time economy leads new consumption trends through supply-side structural reforms; by providing a variety of new products and services, the first-time economy can stimulate consumers' purchasing desire and expand consumer demand.

　　Enterprises can quickly establish and enhance their brand image and enhance their market competitiveness through first-time activities. Finally, the first-time economy can also encourage enterprises to introduce new technologies, new services, and new formats, and promote industrial innovation transformation, and upgrading.