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Analysts Have Conflicting Sentiments on These Communication Services Companies: Kingsoft (OtherKSFTF) and Direct Digital Holdings (DRCT)
Express News | The State Administration for Market Regulation will accelerate the development of national standards in the field of AI.
Jefferies Adjusts Kingsoft's Price Target to HK$43.30 From HK$35, Keeps at Buy
Morgan Stanley is bullish on KINGSOFT (03888.HK) Gaming and cloud Business prospects, giving it a "Shareholding" rating.
Morgan Stanley published a research report indicating that KINGSOFT (03888.HK) management revealed their outlook for Gaming and Cloud Business during a non-trading roadshow after the performance announcement. It is expected that Gaming business revenue will remain at a high level this year, while the Cloud business has returned to a healthy development path after adjustments over the past three years. Morgan Stanley is Bullish about the prospects for its Gaming and Cloud business development, believing that the current risk-reward ratio is attractive due to a strong reserve of gaming products, and has given a 'Shareholding' rating with the Target Price raised to 45 yuan.
Choosing between A-shares or Hong Kong stocks, Technology or non-Technology? Goldman Sachs' Research Reports respond to two major hot topics in investing in China.
① Currently, should investors continue investing in Hong Kong Stocks or shift to the A-share market? Should the focus be on the Technology Sector or shift to Consumer, Real Estate, and other non-Technology sectors? ② On Wednesday, Goldman Sachs' chief China Stocks strategist, Liu Jinjing, provided an analysis in his report.
DeepSeek V3 shocks Silicon Valley again, suddenly shrinking the China-US AI gap to just 3 months!
After the minor version upgrade of the DeepSeek V3 model, Kai-Fu Lee stated that it has narrowed the AI gap between China and the US to three months, and in certain areas, China has even taken the lead.
