Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.

Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.

wallstreetcn40minutes ago

Express News | Software IP Licensor Ceva Says Its NeuPro-Nano Embedded AI NPUs Gain Traction In AIoT And MCU Markets

BenzingaJan 7 07:04 ET

Express News | Ambarella Launches N1-655 Edge GenAI System-On-Chip (SoC) To Support Large-Language Models

BenzingaJan 7 05:30 ET

Beijing VRV Software Corporation (300352.SZ): Currently, it has integrated excellent domestic large model AI products, such as Baidu Wenxin Yiyan, Alibaba Tongyi Qianwen, and others.

On January 7, Gelonghui reported that Beijing VRV Software Corporation (300352.SZ) stated on its investor interaction platform that the independently developed Xinyuan Mixin is a secure communication platform, capable of interconnection between people, between people and objects, and between objects. Xinyuan Mixin also has the capability to interface with intelligent dialogue robots based on AI large model algorithms. Through the Mixin AI capability platform, it can enable dialogue and secure communication between robots and humans. Currently, it has already connected with outstanding domestic large model AI products, such as Baidu Wenxin Yiyan, Alibaba Tongyi Qianwen, Zhihui ChatGLM, Kimi, and Iflytek Co.,ltd. Spark Large Model.

Gelonghui FinanceJan 7 01:53 ET

AMD, StradVision Team Up To Boost Driver Assistance Systems For Autonomous Cars

BenzingaJan 6 10:11 ET

Express News | FTSE China A50 Index Futures Surge Over 1%; Pinduoduo Nearly 5% Premarket

Moomoo 24/7Jan 6 06:48 ET