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Kuaishou and the NBA China announced a renewal of their contract.
Sina Technology reported on the afternoon of March 24 that NBA China and Kuaishou have jointly announced that Kuaishou will continue to serve as the "official Short Video platform for NBA China" and "the video content creation Community for NBA China," bringing exciting interactions and content to fans. In the future, Kuaishou and NBA China will continue to provide a wealth of NBA event materials for Kuaishou content creators and support NBA-themed content creation. The two sides will also collaboratively create a diversified content matrix, including short video series of games, NBA-themed self-produced variety shows, micro-short dramas, and star live interaction programs, as well as jointly organize a series of offline activities.
Orient: Bullish on AI Infrastructure and application prosperity,建议增加港股 Internet Sector配置仓位.
The bank is Bullish on the new AI cycle driving the continuous advancement of computing power, algorithms, and application ecology in succession, and recommends increasing the allocation position in the Hong Kong stock Internet Sector.
Kuaishou search has fully integrated DeepSeek R1.
Kuaishou search has fully integrated DeepSeek R1.
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.
[Brokerage Focus] JPMorgan: Numerous stocks are about to release earnings, and there are changes in positions in the Hong Kong warrant market.
JPMorgan released a Research Report indicating that several important companies are about to announce their earnings, leading to corresponding changes in the Hong Kong stock market and warrants market. Today, Meituan (03690) will announce its earnings, with a focus on the profitability outlook of its core Business and the progress of narrowing losses in new Businesses. In the past ten days, the southbound Hong Kong Stock Connect saw a net Inflow of 0.73 billion into Meituan, but in the past five days, there has been a net Outflow of 2.7 million in Meituan's good positions and a net Inflow of 1.3 million in weak positions. Related information on Meituan's warrants, such as warrant 27790 and put warrant 28765, is also worth noting for investors. Besides Meituan, Pinduoduo...
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.
Cui Nyonya Kueh : See you tomorrow
Trader’s Edge OP Cui Nyonya Kueh : Sorry Ms Kueh... This week we taking a break! I'm busy preparing for Q2 2025 outlook.. haha looking forward to sharing my outlook with the community![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Cui Nyonya Kueh Trader’s Edge OP : Ok , looking forward. Appreciate your time as always. Thank you Mr Lim





