Sohu.Com For Q1 Expects Brand Ad Revenues Of $13M-$14M Down 13%-19% YoY, Online Game Revenues $105M-$115M Down 2%-11% YoY; Adjusted Net Loss Of $(16)M-$(26)M
Morgan Stanley views BAT: "Overweight" on Tencent, "Bullish" on Alibaba Cloud, "concerned" about Baidu Search.
Morgan Stanley stated that as the costs of AI model training and inference decrease, Tencent, Alibaba, and Baidu will all benefit. As the market shifts its focus from large model capabilities to AI applications and monetization, Morgan Stanley has given Tencent an overweight rating. Alibaba's recent stock price rebound reflects the upside potential of its Cloud Computing business, while Baidu's core search business may face monetization risks due to the impact of generative AI.
Sohu.com Q4 PC Games Total Average MAU Were 2.3M (+2% YoY); Mobile Games Total Average MAU Were 2.6M (+53% YoY)
Express News | OpenAI considers special voting rights to guard against hostile takeovers, FT reports.
Express News | OpenAI Might Be About to Open Source a Certain Big Model
Express News | At 12:02 P.M. ET, OpenAI CEO and Co-Founder Sam Altman Said That the Experience of Trying out GPT-4.5 Was Far More Profound Than He Expected