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WeChat + Deepseek: The turning point for consumer applications.
The depreciation cost of integrating WeChat with Deepseek is much lower than that of integrating with the equivalent model of OpenAI, which means that in most B2C scenarios, the cost of product trial and error is greatly reduced, allowing for coverage of more customers. It is believed that in the future, WeChat Agent will not only be a tool for improving efficiency but also a lever for building a content ecosystem and tool ecosystem.
Intel Powers to Best Weekly Advance in Over 25 Years
Intel Is Hold Rated Across the Board Despite Trump Upheaval
JPMorgan's Algo assessment: How should Alibaba be re-evaluated?
Analysts believe that Alibaba's stock price still has further room to rise. Based on the average valuation multiple of 6.5 times for USA SaaS companies, Alibaba Cloud's value could reach 115 billion USD, increasing the company's overall valuation to 320 billion USD, which allows for a further 14% increase in stock price. If calculated with Microsoft's 10.5 times, the upward valuation driven entirely by Alibaba Cloud could bring up to a 39% increase in stock price.
Taiwan Semiconductor takes over chip manufacturing? Intel's stock price rises, marking the "strongest week of the 21st century."
Although the market is optimistic about the potential collaboration between Intel and Taiwan Semiconductor, and both Bloomberg and the New York Times have confirmed relevant news, Citi Analysts believe that the chances of this arrangement succeeding are low. A White House official cited by Reuters also denied this claim, stating that the Trump administration is unlikely to support a foreign entity operating Intel's factories.
Options Market Statistics: SMCI Surges After Outlining Aggressive Outlook, Options Pop