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Baidu Earnings Are Coming. It Needs to Keep Up in China's AI Race. -- Barrons.com
China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
Express News | OpenAI Might Be About to Open Source a Certain Big Model
JPMorgan: The AI-driven rise of China Technology stocks is expected to have momentum, with Alibaba as the top pick.
JPMorgan believes that, thanks to the development of generative AI in China, the recent rise of Chinese Technology stocks should be more sustainable than last year's increase. Analysts such as Alex Yao wrote in a report, "Although it is difficult to predict how long this current wave of AI-driven Chinese Internet stock increases can last, we firmly believe this will not just be a one-month trend." "The lessons we learned from AI Trade in the USA are that the valuation re-evaluation brought about by long-term disruptive fundamental developments may be lasting, provided there is a positive national/market beta, as well as ongoing positive developments at the company level."
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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China Galaxy Securities: WeChat and Baidu have integrated Deepseek, accelerating AI penetration through traffic entry.
The current domestic open-source large models have made breakthrough performance achievements, with major companies such as WeChat and Baidu collaborating with DeepSeek, attempting to explore new ideas for AI development in large enterprises.
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