Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.

JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."

wallstreetcnMar 10 04:23 ET

Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.

Track the entire lifecycle of the main Sector.

cls.cnMar 9 21:23 ET

Meituan's Global Strategy: Opportunities in the $30 billion takeaway market.

Morgan Stanley estimates that by 2028, the takeout market size in the Gulf Cooperation Council (GCC) countries will reach 30 billion dollars, with a compound annual growth rate of up to 15% from 2024 to 2028. Among them, the market size in Saudi Arabia will reach 16 billion dollars, accounting for over 50% of the total GCC market.

wallstreetcnMar 7 02:07 ET

Meituan in the next decade: food retail, Global expansion, and AI.

Citi is bullish on Meituan, stating that Meituan's fresh retail Business is highly aligned with the instant retail delivery Global Strategy that Meituan has been vigorously promoting in recent years, as there are natural cross-selling opportunities between fresh retail Business and the food delivery Business.

wallstreetcnMar 6 01:27 ET

Alibaba Joins Nvidia, Tesla in Most Active Options After China’s Tech Pledge: Options Chatter

Luzi Ann SantosMar 5 16:20 ET

Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions

Moomoo 24/7Mar 4 20:50 ET