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The breakthrough strategy of Tencent Cloud.
Find certainty in uncertainty.
Not just in payments, ANT GROUP CO., LTD. 's "transformation" leads the way into general AI.
① ANT GROUP CO., LTD. has adjusted its CTO line and established the AGI (General AI) department this year, directly led by CTO He Zhengyu, focusing on general AI algorithms and applications. ② ANT GROUP CO., LTD. has also increased investments in embodied intelligence, AI glasses, and other areas, attempting to find more breakthrough points beyond large models.
Tech giants like Tencent are actively supporting the shift from "export to domestic sales."
Relieve the pressure on foreign trade enterprises.
JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.
① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.
