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Alibaba Approaches Three-Year High Amid AI Surge, Revaluation of China Tech Stocks Underway
Alibaba Cloud has pressed the acceleration button for external expansion.
Iterative change.
Tencent Yuanbao integrates with Deepseek-R1 Full Version, supporting online search and consolidating information sources from official accounts.
① Tencent's Mixyuan App has officially integrated the DeepSeek-R1 model, and now the Mixyuan App supports both the Mixyuan model and the DeepSeek model simultaneously; ② The current competitive focus of AI companies is shifting from models to product applications.
UBS Group provided a benchmark list: Cambricon compared to NVIDIA, Xiaomi compared to Tesla, Semiconductor Manufacturing International Corporation compared to Taiwan Semiconductor...
UBS Group stated that the valuation of Cambrian is three times higher than that of NVIDIA, while the valuations of Xiaomi and Li Auto are 80% and 90% lower than that of Tesla, respectively. The valuation of Semiconductor Manufacturing International Corporation is 15% lower than that of Taiwan Semiconductor.
Apple Teams Up With Alibaba for AI, Analyst Says Edge Device Integration Could Boost Growth
Express News | Cofounder and Chairman of Alibaba, Joseph Chung-Hsin Tsai, Formally Confirms Partnership with Apple. Alibaba's Hong Kong-listed Shares Rise 6%, and Its ADRs Up 5% in Overnight Trading.