Alibaba is going all in on trying to beat the US at developing AI that can reason like a ...
Alibaba shares are up 70% this year to date on the boost from DeepSeek and its AI partnership with Apple for iPhones in China ...
DeepSeek fuels India-to-China capital rotation: should you jump in?
China’s MSCI Index has surged 26.5% this year, driven by DeepSeek’s AI breakthroughs, while India’s stock market struggles ...
Is the AI euphoria moving to Asia?
In recent weeks, Asian stocks have rallied, with Alibaba’s sold earnings report boosting China’s tech optimism further. The ...
2000亿美元活水将至？国际投行集体唱多中国科技股
全球对冲基金中国股票配置从7.2%回升至8.2%，但较历史峰值9.8%仍有空间。南向资金持续净流入，2月单月融资买入AI概念股规模环比激增45%。值得注意的是，境内散户投资者参与度回升至62.3%，创近半年新高。
研报掘金丨浙商证券：金山办公AI应用商业化落地有望超预期，维持 ...
浙商证券 ( 11.890, -0.11, -0.92%) 日前研报指出， 金山办公 ( 373.720, 2.12, 0.57%) (688111.SH)是国产办公软件龙头，WPS卡位办公场景入口，伴随WPS灵犀接入DeepSeek R1大模型，公司AI应用商业化落地有望超预期。截至2024年6月30日，金山办公的主要产品月活跃设备数为6.02亿，累计年度付费个人用户数为3815 ...