No Data
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.
Meta, TikTok, And Snapchat Push Back Against YouTube's Exemption From Australia's Social Media Ban For Children
Express News | Shares of Software Stocks Are Trading Higher as Tech Stocks Rebound Following Earlier Market Weakness
Express News | Alphabet CFO Anat Ashkenazi, On AI Infrastructure, Says "The Entire Industry Is Capacity Constrained At This Point"
Amazon To Launch AI Reasoning Model In June, Reinforcing AWS's AI Dominance
Uber And Waymo Introduce Autonomous Rides In Austin: Here's How It Works
