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10 Consumer Discretionary Stocks Whale Activity In Today's Session
Benchmark Reiterates Buy on PDD Holdings, Maintains $160 Price Target
China Stocks: Seeking Alpha Analysts Vs. Wall Street
Meituan's Q4 revenue grew by 20% year-on-year, new business losses narrowed, and overseas market expansion accelerated | Earnings Reports insights.
Meituan's total revenue in Q4 increased by 20.1% year-on-year, with a net income of 6.22 billion yuan, representing a year-on-year increase of 180.7%, but a quarter-on-quarter decrease of 51.6%. New business losses further narrowed, and the company accelerated its exploration of overseas markets, expanding Keeta to all major cities in Saudi Arabia.
Kai-Fu Lee: In the future, there will likely only be three major models left in China.
They are DeepSeek, Alibaba, and ByteDance. Li Kaifu stated that the competition in the large model industry in China is still very fierce, with DeepSeek currently having the strongest momentum, while ByteDance has an advantage due to its user base and monetization channels.
The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
Slim Hong :![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
103150556 :![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
105079560 : Time to run, A-shares plummet after the holidays.
josephcooper : Pod is going to run away ….past the moon and back
151829242 105079560 : There should be no sharp decline; there will definitely be adjustments