Trading Desk Snapshot: East-West Investors React Differently to BABA, BIDU and China's AI Developments

Senorita Earnings03:09 ET

[Brokerage Focus] Pudong Development Bank International: DeepSeek drives innovation in the AI large model Industry, significantly enhancing the AI Global Strategy position of China's Technology leaders.

Jinwu Financial News |浦银 International released a Research Report stating that since late January this year, the attention to DeepSeek has rapidly increased. As a Chinese AI startup, its DeepSeek-V3 and DeepSeek-R1 models have quickly caught up with the capabilities of the world's top AI models, especially excelling in mathematics and programming. Moreover, the pricing or cost of DeepSeek's API is significantly lower than that of comparable models in terms of performance. This has positively boosted the development and innovation of the AI Industry. DeepSeek is driving investments in AI in China's primary and secondary markets.

Jingwu Financial News02:42 ET

Jensen Huang strongly supports the "physical AI," and Goldman Sachs has organized the list of publicly listed companies.

According to Goldman Sachs, autonomous driving, AI equipment, and robot automation are currently the most important areas of physical AI application. In the field of autonomous driving, Goldman Sachs specifically mentioned Uber Technologies, Pony.ai, BYD, Li Auto, Xiaomi, and Baidu. Regarding AI equipment, Goldman Sachs is Bullish on Horizon Robotics, Mobileye Global, AAC TECH, and Quanta Computer. In robot automation, Goldman Sachs is most focused on Harmonic Drive Systems, Yaskawa Electric Machine, Zhejiang Sanhua Intelligent Controls, and Shenzhen Inovance Technology.

wallstreetcn01:47 ET

Market Chatter: Baidu Plans to Raise 10 Billion Yuan From Offshore Bonds

MT Newswires22:08 ET

Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.

At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.

cls.cn19:24 ET

China Prepares to Unveil Stimulus Plan. Can Chinese Tech Stocks Surf the Surge?

In One ChartMar 3 10:06 ET