China Reform Securities looks forward to the Internet opportunities in 2025: Bullish on the value reassessment of Alibaba Cloud and the reshaping of Tencent's application ecosystem.

Huachuang Securities released a Research Report stating that if the industry reshaping brought by open-source large models is similar to that of the USA in 2023, the first insight may be that cloud revenue, subscription revenue, and advertising revenue are the areas most likely to materialize in the first phase. Understanding the business model of M7 can help identify the most worthwhile investment directions in this round. The second insight may be that the investment value of weighted stocks this year will be strengthened, unlike the previous two years where the dominant logic was fully reflected. Internet giants like Alibaba (09988) and Tencent (00700) may show similar allocation value. The main points of Huachuang Securities are as follows: Review: Since 2023.

Sina Hong Kong stocks21:44 ET

Amazon Web Services has formed a new team focused on agent-based AI.

On Tuesday, it was reported that Amazon has formed a new team within its Amazon Web Services (AWS) division, dedicated to developing AI agents - systems that can help automate parts of people's lives. An email sent to employees shows that AWS CEO Matt Garman stated that autonomous AI has the potential to become "the next billion-dollar Business for AWS." It has been reported that Swami Sivasubramanian, who has long served as an AWS executive and led the company's AI and data teams, will lead this new autonomous AI team.

Global Market Report17:40 ET

Positive Outlook for Biodesix: Buy Rating Supported by Salesforce Improvements and Revenue Growth Opportunities

TipRanks17:15 ET · Ratings

Klarna CEO Doubts That Other Companies Will Replace Salesforce With AI

TechCrunch14:30 ET

A Closer Look at Salesforce's Options Market Dynamics

Benzinga13:16 ET

CoreWeave and Anthropic Make Opposite Money-raising Moves as AI Attracts Billions

MarketWatch12:50 ET