[Brokerage Focus] China Securities Co.,Ltd.: It is believed that starting in April, outstanding domestic Agents will gradually emerge, becoming important scenarios for the implementation of AI.

Jinwu Finance | China Securities Co.,Ltd. released a Research Report stating that the marginal returns of current pre-trained large models are constrained by the Scaling Law and have gradually reached a bottleneck; more powerful agents (intelligent entities) have become an important direction for the future efforts of large model vendors. The company believes that, according to the technical framework of agents, their development has essentially gone through three stages: workflow framework + pre-trained model, workflow framework + inference model, and end-to-end agent framework + inference model. With the launch of the third-generation agents represented by Open AI Deep Research, the immense potential of agents and...

Jingu Financial News20:58 ET

Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.

① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.

cls.cn19:05 ET

Public Companies Are Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Biggest Owners and Were Hit After Market Cap Dropped US$412m

Simply Wall St14:58 ET

After 13 years of persistence, Kingsoft Cloud has finally become fully profitable.

Explosive report.

Gelonghui FinanceMar 31 03:56 ET

Bearish surprise! Hong Kong stocks in the AI Infrastructure Concept all plummeted. There are still disagreements in the market about whether computing power is excessive.

① The AI Infrastructure Concept in the Hong Kong stock market experienced a collective decline; what Bearish factors are currently fermenting? ② There is still disagreement in the market regarding whether computing power is excessive; in what specific aspects does this manifest?

cls.cnMar 25 04:21 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET