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[Brokerage Focus] CICC: In the future, AI Agents may reshape the Internet ecosystem by taking over mobile phones.
Jinwu Financial News | CICC Research Reports indicate that after ChatGPT led the current wave of AI product development, the next generation of AI product forms has also attracted widespread attention. Recently, the Venture Monica launched a general-purpose AI Agent Manus, sparking discussions on AI Agents as an L3 stage product in AI. Manus has introduced innovations in multi-agent models and reliability issues. The innovation of product forms like AI Agents is as important as the evolution of the underlying models and demonstrates strong potential for commercialization and practical application. Looking to the future, AI
Express News | Tencent Bought Back 980,000 Shares for HK$500.5 Mln on March 24 - HKEX Filing
Trump's Tariff Moves: Market Stabilization Amid Uncertainty and the Road Ahead
Strong Cash Flows to Help Tencent Soak Up Greater AI Spending, S&P Says
Orient: Bullish on AI Infrastructure and application prosperity,建议增加港股 Internet Sector配置仓位.
The bank is Bullish on the new AI cycle driving the continuous advancement of computing power, algorithms, and application ecology in succession, and recommends increasing the allocation position in the Hong Kong stock Internet Sector.
[Brokerage Focus] Guozheng International maintains a "Buy" rating on Tencent (00700), noting that its performance last year was good.
Jinwu Finance News | The Guozheng International Research Report indicates that Tencent (00700) showed extremely strong growth in its Q4 2024 Earnings Reports. The quarterly revenue reached 172.45 billion yuan, a significant year-on-year increase of 11%, far exceeding the market expectation of 168.74 billion yuan. Value-added services, marketing, and CNI Xiangmi Lake Fintech Index business services all achieved rapid growth, with the attributable Net income to Shareholders reaching 51.32 billion yuan, a staggering year-on-year rise of 90%. The Non-GAAP Net income attributable to the parent company was 55.312 billion yuan, up 30%. This impressive performance is attributed to the synergistic efforts of the company's diverse business sectors and the application of AI technology across various industries.
SKYWalkers : em, I think u better sell your China stocks while you have profits
10102247 : i took profit or breakeven on all my china stocks. dont dare to put any money in china stocks anymore