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Earnings Week Ahead: BABA, XYZ, BIDU, WMT, RIVN and More
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.
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.
Options Market Statistics: SMCI Surges After Outlining Aggressive Outlook, Options Pop