No Data
No Data
Huachuang Securities: The popularization of AI programming assistants drives a revolution in development efficiency.
The AI programming market is experiencing a technology-driven explosion, with breakthroughs in large model programming capabilities driving the evolution of tool forms from code completion to the development of intelligent agents.
Open-source Securities: WeChat tests the integration of DeepSeek, promising to accelerate the prosperity of the domestic AI ecosystem.
Open Source Securities believes that the strong collaboration between WeChat and DeepSeek will accelerate the penetration of AI in consumer scenarios and promote the continuous strengthening of domestic AI model capabilities.
CITIC Securities: Upgraded KINGSOFT's rating to High Confidence "Outperform Market", Target Price raised to 57.1 HKD.
CITIC Securities released a research report stating that the rating of KINGSOFT (03888) has been upgraded to a high confidence "outperform the market" because the firm sees fundamental improvements in the gaming and cloud Business, along with policy-driven local development, and the more intelligent and cheaper AI model catalyst brought by DeepSeek. However, the Target Price has been raised by 53% from HKD 37.2 to HKD 57.1. The firm indicated an increase of 4-5% in KINGSOFT's revenue forecast for the fiscal year 2025-26 to reflect strong performance in online gaming. Based on the forecast changes, Beijing Kingsoft Office Software, Inc (688111.SH) and Kingsoft Cloud (03896
Daihua Jixian: Maintain weight on mainland Internet stocks and recommend "Buy" BABA-SW, TENCENT, KINGSOFT.
Daiwa Capital Markets released a research report maintaining equity weights for mainland Internet stocks, urging to "Buy" BABA-SW (09988), TENCENT (00700), and KINGSOFT (03888). Furthermore, the firm maintains a "Buy" rating on KINGSOFT and raises the Target Price to HKD 55, owing to the commercialization of Beijing Kingsoft Office Software, Inc and the opening of ecosystems for multiple LLMs, which enhances the company's efficiency and reduces costs. The firm stated that the emergence of the DeepSeek model has triggered significant changes in the AI industry, attracting investor attention and widespread interest from developers in China's AI industry, due to the lower deployment costs of large language models.
Minsheng Securities: Why is SaaS the first activated direction for DeepSeek?
DeepSeek accelerates the process of AI equality; consensus has formed globally that cloudification must come before AI implementation. Business service Saas is expected to usher in development opportunities far beyond the Telecommuting era.
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".
KoolBee : interesting that Baidu was not invited
72175489 : What is the proportion of state-owned enterprises among Technology companies?
102472268 :

104998465 102472268 : xjp grinning ear to ear, must be vhappy
TMW1986 : Did nio ceo invited? Lol.
View more comments...