GTJA: Grok 3 is released, leading to a catalyst for computing power and platform-based applications.

xAI released Grok 3 and launched the SuperGrok subscription service, marking a new phase of deep integration between AI and social platforms. Cloud Computing Service providers and Datacenter operators will directly benefit from the continuously growing demand for computing power.

Zhitong FinanceFeb 19 02:19 ET

Huachuang Securities: AI leads the application of industrial scenarios, driving enterprises' Asia Vets transformation.

Recently, "DeepSeek" is accelerating the lead in vertical scenario applications, while in the industrial manufacturing sector, AI technology is reshaping the Global industrial landscape, driving the industry towards Asia Vets.

Zhitong FinanceFeb 18 01:47 ET

Deppon Securities: ERP as an entry point for enterprise services may lead the way for DeepSeek's private deployment.

DeepSeek lowers the barrier to AI application development and promotes AI equality, which is expected to accelerate the implementation of Agents. As an important entry point for enterprise services, ERP gathers core data from both inside and outside the organization, making it scarce in the process of Agent implementation.

Zhitong FinanceFeb 17 02:45 ET

Here's Why We Think Digiwin (SZSE:300378) Might Deserve Your Attention Today

Simply Wall StFeb 15 19:11 ET

Tianfeng: Model Equalization, Focus on High Barrier Agents.

The differentiation of industry application value empowered by AI mainly depends on three major barriers: the user base and strong user stickiness; vertical data and data flywheel; strong payment ability and scenes that urgently require "deep thinking".

Zhitong FinanceFeb 10 03:20 ET

Returns On Capital At Digiwin (SZSE:300378) Have Hit The Brakes

Simply Wall StJan 28 17:20 ET