Kuaishou's Q4 revenue increased by 8.7% year-on-year, Short Video e-commerce GMV grew over 50.0%, and cumulative income from Keling AI exceeded 0.1 billion yuan | Earnings Reports insights.

Kuaishou's revenue in Q4 grew by 8.7% year-on-year to 35.384 billion yuan, and net income increased by 7.8%, with user growth remaining stable. The Keling AI independent app has officially launched, and from the start of monetization until February 2025, it has accumulated revenue exceeding 0.1 billion yuan.

wallstreetcnMar 25 05:06 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET

Express News | Jack Ma-backed, Ant Group Co., utilized semiconductors manufactured in China to create methods for training AI models, resulting in a 20% reduction in costs, according to sources (Bloomberg)

Moomoo 24/7Mar 24 02:45 ET

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.

At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.

cls.cnMar 18 20:24 ET