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With the integration of DeepSeek, Tencent will also have to reassess.
Unleashing the explosive combination of "WeChat + DeepSeek."
Express News | Tencent Responds, Stating That While WeChat Search Is Utilizing Hunyuan LLM to Enhance AI Search, It Begins a Gradual Rollout of Integration with DeepSeek
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.
The weekend's adjustments in positions have also resulted in active selection based on earnings reports.
The Nikkei average fell for the first time in four trading days. It closed at 39,149.43 yen, down 312.04 yen (with an estimated Volume of 2 billion 30 million shares). Profit-taking Sell orders were prioritized due to the backlash from consecutive days of rising stock prices. Although there were moments when it briefly turned positive at 39,543.93 yen, the yen exchange rate temporarily settled at around 152 yen to the dollar, which also led to profit-taking. Additionally, since the US market will be closed on the 17th, it seems there were movements for adjusting positions as well. The Nikkei average is expected to be followed.
Hot Streak Continues for China ADRs. Will Earnings Season Add Fuel to the Fire?
Stocks that moved or were traded in the first half of the session.
*Takasago International Corporation <4914> 6150 -Significantly revised upward the financial estimates and dividend forecasts. *GMO Internet <4784> 1350 +214 The guidance for this period and expectations for increased dividends continue to have an impact. *PeptiDream <4587> 2343.5 +354 The guidance for increased profits this period is viewed positively. *PKSHA Technology <3993> 4720 +700 The first quarter showed significant profit growth and good progress. *Lion Corporation <4912> 1858.
