Does China's AI-Fuelled Tech Rally Have Legs?

BloombergFeb 16 22:48 ET

Goldman Sachs has listed the investment portfolio of AI in China.

Goldman Sachs published a strategy report on the Chinese market, listing the selected Chinese AI investment portfolio: (1) Data and Cloud: Tencent, Alibaba, PDD Holdings, JD, Baidu, Kuaishou, New Oriental, TAL Education, Bilibili (2) Software and Applications: Meituan, NetEase, Trip.com, Beijing Kingsoft Office Software, Inc, Li Auto, YUM CHINA, Ningbo Tuopu Group, JD HEALTH, Focus Media Information Technology (3) Semiconductors: NAURA Technology Group, Will Semiconductor, GigaDevice Semiconductor Inc. (4) Infrastructure and Kinetic Energy: Contemporary Amperex Technology, Xiaomi, Foxconn Industrial Internet (5) Non-Tech Income Strengtheners: Ping An Insurance, Anta, BOSIDENG (6) Non-Tech.

Gelonghui FinanceFeb 16 21:41 ET

[Brokerage Focus] Huaxi: Focus on AI + Education, reduce labor costs + provide personalized solutions.

Jingwu Financial News | Huaxi stated that the application of AI, such as Deepseek, in Education mainly manifests itself in: (1) reducing labor costs, significantly saving manpower in teaching research, lesson preparation, customer service, etc.; (2) providing personalized solutions, achieving tailored tutoring for students with different learning abilities in response to the 'thousand people, thousand faces' characteristic of education. In terms of recommendation logic, the bank divides the AI + Education benefiting symbols into two parts: (1) B2C training institutions, including K12 training, civil service exam training, K12 academic education, etc., with some companies already starting to apply; (2) B2B equipment companies,

Jinwu Financial NewsFeb 16 19:54 ET

[Brokerage Focus] Sinolink: Education has essential attributes in the Consumer Industry, and AI + Education is expected to achieve practical application first.

Jingwu Financial News | Sinolink states that Education holds a necessity attribute in the Consumer Industry, and in addition to the large user base, AI + Education is expected to achieve application landing first. 1) On one hand, AI is expected to help teachers improve teaching efficiency, assisting companies in reducing costs and increasing efficiency; on the other hand, AI empowers smart Q&A and personalized learning path recommendations, enhancing student learning experiences; 2) The acceleration of AI application landing is expected to bring new courses; 3) Investment in smart campus construction is expected to increase.

Jinwu Financial NewsFeb 16 19:52 ET

【Brokerage Focus】CITIC SEC: Strongly promoting the AI large model's reasoning capability, Education + AI is expected to accelerate into the commercialization stage.

Jingwu Financial News | CITIC SEC stated that recently companies in the Education sector are embracing Deepseek, and the powerful reasoning capabilities of AI large models are expected to accelerate the commercialization of Education + AI solutions. The firm believes that Deepseek's advantages in accuracy, reasoning capabilities, and training costs are likely to promote the widespread application of Education + AI. Moreover, understanding application scenarios in related fields, accumulating data, and productization capabilities may become new competitive advantages for commercialization. The firm is Bullish on the current situation where, under the catalysis of Deepseek, Education + AI is advancing in the fields of educational Hardware, Software subscriptions, and smart campuses.

Jingwu Financial NewsFeb 12 19:43 ET

CITIC SEC: "The arrival of Deepseek Singularity" will likely accelerate the commercialization phase of Education + AI by 2025.

Xin Securities published a Research Report stating that recently, companies in the Education sector have been embracing Deepseek, and the strong reasoning capability of AI large models is expected to accelerate the commercialization phase of Education + AI.

Zhitong FinanceFeb 12 19:38 ET