No Data
Perfect World (SZSE:002624 Investor Five-year Losses Grow to 57% as the Stock Sheds CN¥1.4b This Past Week
China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.
Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.
Sinolink Securities: DeepSeek will hold a special action for the open-source code repository "AI+".
Sinolink stated that the special action for "AI+" has been convened, continuously focusing on the implementation of AI applications and their empowerment of the content sector.
China Great Wall: AI may drive the emergence of revolutionary gameplay in the gaming industry, confirming its potential once again.
China Great Wall suggests paying attention to gaming companies that have mature R&D capabilities and also incorporate AI layouts.
Lacklustre Performance Is Driving Perfect World Co., Ltd.'s (SZSE:002624) Low P/S
Jefferies Adjusts Perfect World's Price Target to 11.50 Yuan From 11.70 Yuan, Keeps at Buy
