[Brokerage Focus] China Securities Co.,Ltd.: It is believed that starting in April, outstanding domestic Agents will gradually emerge, becoming important scenarios for the implementation of AI.

Jinwu Finance | China Securities Co.,Ltd. released a Research Report stating that the marginal returns of current pre-trained large models are constrained by the Scaling Law and have gradually reached a bottleneck; more powerful agents (intelligent entities) have become an important direction for the future efforts of large model vendors. The company believes that, according to the technical framework of agents, their development has essentially gone through three stages: workflow framework + pre-trained model, workflow framework + inference model, and end-to-end agent framework + inference model. With the launch of the third-generation agents represented by Open AI Deep Research, the immense potential of agents and...

Jingu Financial News20:58 ET

Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.

① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.

cls.cn19:05 ET

Public Companies Are Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Biggest Owners and Were Hit After Market Cap Dropped US$412m

Simply Wall St14:58 ET

After 13 years of persistence, Kingsoft Cloud has finally become fully profitable.

Explosive report.

Gelonghui FinanceMar 31 03:56 ET

Bearish surprise! Hong Kong stocks in the AI Infrastructure Concept all plummeted. There are still disagreements in the market about whether computing power is excessive.

① The AI Infrastructure Concept in the Hong Kong stock market experienced a collective decline; what Bearish factors are currently fermenting? ② There is still disagreement in the market regarding whether computing power is excessive; in what specific aspects does this manifest?

cls.cnMar 25 04:21 ET

After the low-key release of DeepSeek-V3, the industry was shocked and once again questioned the Silicon Valley model.

① DeepSeek released the V3-0324 model on Monday evening, with preliminary tests showing that it can run on Consumer-grade Hardware, breaking the traditional notion that large models require a Datacenter; ② DeepSeek's model continues to reduce the energy consumption and computing costs of large models while maintaining an open-source approach to continuously drive technological innovation, leading to the rapid development of the domestic AI Industry and raising questions about Silicon Valley's closed and paid model.

cls.cnMar 25 00:13 ET

Wells Fargo Sees Opportunities in MidCaps – Here Are SA's Top Quant-rated

Seeking AlphaMar 24 14:12 ET

Trump's Tariff Moves: Market Stabilization Amid Uncertainty and the Road Ahead

Moomoo News GlobalMar 24 08:35 ET

Institutions are bullish on Kingsoft Cloud (KC.US), stating that its future revenue scale is expected to exceed 10 billion yuan.

Many institutions hold optimistic expectations for the future development of Kingsoft Cloud.

Zhitong FinanceMar 24 07:28 ET

Express News | Jack Ma-backed, Ant Group Co., utilized semiconductors manufactured in China to create methods for training AI models, resulting in a 20% reduction in costs, according to sources (Bloomberg)

Moomoo 24/7Mar 24 02:45 ET

Hong Kong Stock Morning Report｜Our country will implement comprehensive measures to expand consumption. Most China Concept Stocks are down.

1. The country will implement comprehensive measures to expand consumption; the new policy on consumer loans allows for the personal consumption loan self-payment cap to be increased from 0.3 million yuan to 0.5 million yuan in stages. 2. Trump and the U.S. Secretary of Defense made speeches stating that Russia and Ukraine will soon achieve a complete ceasefire. 3. The three major U.S. stock indices rose last Friday, while most China Concept Stocks declined. 4. Speculative traders have shifted to Put the dollar for the first time since Trump's victory.

cls.cnMar 23 18:56 ET

Kingsoft Cloud's Earnings Call: Record Growth and Profitability

TipRanksMar 21 20:19 ET

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.

cls.cnMar 20 23:08 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

Hong Kong Stock Morning Report | Siasun Robot&Automation and AI received further policy support. CHINA MOBILE's net profit exceeded 130 billion yuan last year.

① Shanghai Pudong: Will focus on humanoid robots, large models and other fields to create distinctive landmark parks. ② ShanDong: Vigorously promote the innovative development of AI and humanoid robot industries. ③ Foxconn Chairman Liu Yangwei: In two years, the Server business is expected to exceed the iPhone business, possibly achieving this year. ④ The State Council General Office: Improve the quality of Traditional Chinese Medicine to promote high-quality development of the Traditional Chinese Medicine industry.

cls.cnMar 20 19:08 ET

Before the "three witching hour," US stocks had a one-day rebound, quantum computing stocks plummeted, PDD Holdings briefly rose by 10%, and the Bank of England took a hawkish stance, with UK bonds turning to declines during the session.

Accenture fell over 7%; quantum computing stock D-Wave dropped 18%; after the Earnings Reports, FedEx fell over 5% in after-hours trading; Micron Technology once rose over 5% in after-hours trading. NIO declined nearly 9%, but PDD Holdings closed up 4%. After the Bank of England meeting, UK bond yields experienced a V-shaped reversal, and UK stocks halted a six-day rally. The USD reached a two-week high. Brent crude oil rose nearly 2% to create a new three-week high. Gold reached a new intraday historical high for three consecutive days. Copper increased for four straight days, closing at a new historical high.

wallstreetcnMar 20 17:59 ET

U.S. stock market close: The three major Indexes collectively edged down slightly, with the shadow of U.S. policy lingering.

① The Nasdaq China Golden Dragon Index fell by 3.84%; ② NVIDIA rose by 0.86%, with Market Cap surpassing Microsoft; ③ Micron's revenue exceeded expectations, rising over 4% in after-hours trading; ④ Apple reorganized its AI executive team in an effort to turn around the decline of Siri.

cls.cnMar 20 17:31 ET

Kingsoft Cloud Grants Over 5 Million RSUs to Employees

TipRanksMar 20 17:28 ET

Express News | Shares of US-listed Chinese Companies Are Trading Lower After the People's Bank of China Kept the One-year Loan Prime Rate at 3.1% and the Five-year Rate at 3.6%, as Policymakers Navigate Supporting Economic Growth While Stabilizing the Yuan Amid...

BenzingaMar 20 13:46 ET

Kingsoft Cloud (03896) granted a total of 5.2324 million restricted stock units according to the 2021 Stock-based Incentive plan.

Kingsoft Cloud (03896) announced that the company will implement the Stock-based Incentive plan on March 20, 2025, according to the 2021 Stock-based Incentive plan...

Zhitong FinanceMar 20 10:49 ET