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China Stocks' Rally Sustainability to Hinge on Policy Delivery: Goldman
Kinger Lau, chief China equity strategy at Goldman Sachs, discusses the outlook for the nation's stocks and the opportunities he sees. He speaks on "Bloomberg: The China Show."
SciNet shares, Pusheng Ali Health (00241), rose 12.05%, and UBS's views on Chinese stocks turned positive, favoring Technet stocks, etc.
Jinwu Financial News | SciNet stocks rose 12.05%, JD Health (06618) rose 5.15%, Shell (02423) rose 2.5%, Baidu (09888) rose 1.22%, followed by Tencent (00700), Bilili (09626), and Alibaba (09988).
Damo: Baidu Group-SW (09888), Alibaba-SW (09988), and Tencent Holdings (00700) cloud business revenue is expected to benefit from large-scale language model price reductions
Damo expects Alibaba Cloud revenue growth to accelerate again to double digits in the second half of the 2025 fiscal year.
The “milestone moment” of AI regulation has arrived! EU officially approves AI regulations
On Tuesday, the European Union officially approved a critical AI regulation reached in December last year. This “landmark” AI regulation standard and regulation for global AI regulation will come into effect next month.
[Broker Focus] Dongwu Securities maintains Baidu Group's (09888) “buy” rating, indicating that the overall advertising business is still under pressure in the short term
Jinwu Financial News | According to Dongwu Securities Research Report, Baidu Group (09888) Q1 revenue met market expectations, and adjusted net profit exceeded market expectations. According to the bank, operational optimization drove Baidu's core performance to exceed expectations, and investment in AI had limited impact on profit margins. The short-term pressure on the advertising business is mainly affected by the weak intention of advertisers in real estate and upstream and downstream related industries, yet AI technology continues to improve the user experience. According to the bank, considering that the overall advertising business is still under pressure in the short term, but the company's operating efficiency continues to be optimized, the bank changed the company's revenue forecast for 2024-2026 from 1396/1500/1585
Li Yanhong is one step ahead of Musk
Commercialization is accelerating.
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