TikTok and Kwai are both riding the wave of the Olympics.

Hotspots contain business opportunities.

wallstreetcnAug 1 07:06 ET

"China ChatGPTs" struggle to attract customers.

Over a month ago, as Tencent officially launched the independent AIGC app 'Tencent Yuanbao', the 'BAT' finally gathered in the AI big model C-end product race track. In this AI application era, who can create the 'WeChat of the AI era' is highly anticipated.

wallstreetcnJul 10 09:29 ET

Kuaishou joins the big model application battle.

Author | Liu Baodan Editor | Zhou Zhiyu More than a month ago, Byte released the Bean Bag large model family, directly bringing large model prices into the "one thousandth of a cent era". Now, Kwai also pulled out the large model matrix from the bottom of the box and targeted tool applications. On July 6th, at the "New AI · New Applications · New Ecology" forum, Kwai's large models were collectively unveiled for the first time, and many new functions such as the flexible video generation large model and the image generation large model were officially released. Gai Kun, senior vice president and responsible person of the main site business and community science line of Kwai, said that Kwai has built large models in speech language, recommendation, and visual generation.

wallstreetcnJul 9 22:35 ET

SenseTime wants to create a "super moment".

Author | Liu Baodan Editor | Zhou Zhiyu The popularity of ChatGPT has shown the huge potential of AI large-scale models. After more than a year of technical catch-up, domestic large-scale model companies have all bet on the application end. However, it is not easy to create a truly influential product. At the 2024 World Artificial Intelligence Conference, Xu Li, CEO of SenseTime, cautiously pointed out: "Despite the surging tide, we are still far from the 'super moment' that really shocked the industry." He emphasized that AI has not yet fully penetrated into the bone marrow of various industries, nor has it aroused widespread and profound social response.

wallstreetcnJul 6 01:24 ET

According to Goldman Sachs's prediction, the gaming industry environment has changed, which is not favorable for Netease. However, they are bullish on Tencent.

As industry regulatory focus shifts, Tencent, as "China's largest small game platform", may usher in a spring. Coupled with the initial results of Tencent's overseas investments, its international gaming business is showing strong momentum.

wallstreetcnJun 19 07:23 ET

China Stocks' Rally Sustainability to Hinge on Policy Delivery: Goldman

BloombergMay 28 00:20 ET