B[China's large models enter the OpenAI enterprise payment settlement system for the first time] On September 30, Baseten, an American AI infrastructure company, announced that enterprise users can use Kimi K3 in the OpenAI programming tool Codex, and the relevant call fees will be directly included in the company's existing OpenAI procurement commitment limit, without the need for a new supplier procurement process. This means that Kimi K3 has entered the mainstream payment settlement channel for OpenAI enterprise customers, and it is also the first time that a Chinese open source model has entered this enterprise procurement system. Not long ago, Amazon Bedrock, a large model service platform under Amazon Cloud, announced its access to Kimi K3, marking the official launch of revenue sharing cooperation between Kimi and overseas cloud manufacturers. For the first time, a Chinese large model company exports model capabilities to the world's leading cloud manufacturers in a sharing model. (Titanium Media) B[Step 5 Preview, a new flagship base model, is released and ranks among the top three open source models in the world's authoritative list] Step Star releases a new generation of flagship base model, Step 5 Preview, focusing on AI programming, software engineering, professional knowledge work, finance and other scenarios to improve the overall performance of the model in real-world Agentic tasks, achieve a good balance between capabilities, cost, efficiency and scene coverage, and further expand the optimal boundary between intelligence and cost. In the global authoritative list Artificial Analysis Intelligence Index (AA Comprehensive Intelligence Index), Step 5 Preview ranks among the top three open source projects in the world. It is worth noting that the single-task cost of this model is only 1/8 of that of Claude Opus 5. It is understood that Step 5 Preview will be officially open sourced on October 15th. (Kechuangban Daily reporter Huang Xinyi) A[Bidding to see the leader] On September 7, the market focus stock Longbian Media (5 boards) opened 6.50% higher, the digital currency concept stock Chutianlong (7 boards in 11 days) opened 0.52% lower, Cuiwei Shares (2 boards in 4 days) opened 2.06% higher, the AI film and television concept stock Huanrui Century (4 boards in 5 days) opened 6.80% lower, and the agricultural planting sector Dunhuang Seed Industry (3 boards in 6 days) opened high It opened 4.27%, Yasheng Group (Board 2) opened at the bidding limit, AI programming concept stock Xinju Network (Board 2) opened flat, shipping stock Haitong Development (Board 2) opened higher by 3.35%, retail sector Top 100 Group (Board 2) opened higher by 9.87%, robot concept stock Aistar (Board 2) opened higher by 9.04%, and diamond concept stock Hengsheng Energy (Board 2) opened higher by 5.12%. B[Yesterday’s market review] On September 4th, the three major indexes collectively rose higher and fell back slightly to close higher on the last trading day, with the Kechuang 50 opening high and falling 0.4%. The turnover of Shanghai and Shenzhen stock markets was 1.76 trillion, a decrease of 32.3 billion from the previous trading day, continuing to hit a new low. 1) Benefiting from the resonance of domestic and foreign demand, the concept of liquid-cooled servers continues to be strong. Feilong shares, the leader of the trend group, hit the daily limit and hit a record high. Jitai shares and Jindi shares achieved consecutive promotions. Many 10 cm trend group stocks such as Jinfu Technology, Dayuan Pump Industry, and Hongsheng shares have reached their daily limit. 2) The concept of AI programming suddenly emerged. Jinxiandai, Xinju Network, and Massive Data closed their daily limits shortly after the opening. However, the trend of follow-up products in the sector was relatively quiet. Puyuan Information, Xinghuan Technology, etc. all retreated sharply from the day's highs. 3) On the evening of September 3, Tesla will hold an exclusive launch conference for the new CyberCab. This model is Tesla’s first mass-produced model built entirely around the driverless online ride-hailing scenario. Musk previously stated at the G20 meeting that the number of humanoid robots worldwide will reach 1 billion in the next ten years.
Robotics and intelligent driving concepts simultaneously launched strong repairs today. Koyo shares were promoted to the second consecutive board. Many stocks such as MOONSHI Electric, Aistar, and Volkswagen closed their daily limits. Yushu Technology, whose share price was once cut in half from its listing high, soared by more than 3.5% in early trading. 4) Multiple factors such as the El Niño phenomenon and the situation in the Middle East continue to affect the shipping market, and the Baltic Dry Bulk BDI Index hit a new high since December 5, 2023. As of the end of August, the daily revenue of the Saudi-China VLCC (very large crude oil carrier) route has risen to approximately US$656,000 per day, an increase of more than 10 times from a year ago. The shipping sector bucked the trend and was active throughout the day, with Haitong Development rising by the daily limit, COSCO Shipping Energy and Phoenix Shipping once closed, and China Merchants Shipping only 12% away from its previous record high. The agricultural sector, which suffered a deep correction in early trading, partially reversed in late trading, with Huaxi Technology, Shennong Seed Industry, Jinjian Rice Industry, etc. all showing rapid gains near the end of the trading day.
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