Alibaba, Baidu Stocks Fall as Chinese Tech Enters Correction Territory

Barron'sMar 31 09:39 ET

[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 News43minutes ago

[Brokerage Focus] CITIC SEC expects overall revenue in the Computer Sector to show steady growth in Q1, with high prosperity maintained in areas such as AI, Xinchuang, and computing power.

Jinwu Financial News | CITIC SEC stated that Q1 is usually a low season for the Computer Industry's annual performance, with Q1 revenue and profit accounting for a lower percentage of the entire year, and profit being more affected by revenue fluctuations. Therefore, the institution mainly focuses on forward judgment on revenue. In Q1 2025, it is expected that the overall revenue of the Computer Sector will show steady growth, with AI, innovation, and computing power directions maintaining a high level of prosperity, and cyclical sectors are likely to gradually stabilize. Looking ahead to 2025, seize the opportunities of the 'AI mainline', gradually shift from computing power to focusing on application implementation, while considering the marginal changes in structural demand and points of policy effort, and layout high-certainty opportunities and the direction of bottom recovery.

Jinwu Finance News54minutes ago

Alibaba Group (BABA) Strengthens AI Investments With Improved Cloud Revenue Projections

Yahoo Finance19:57 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

Alibaba (BABA) Stock Drops Despite Market Gains: Important Facts to Note

Yahoo Finance17:45 ET