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[Brokerage Focus] China Securities Co.,Ltd.: It is believed that starting in April, outstanding domestic Agents will gradually emerge, becoming important scenarios for the implementation of AI.
Jinwu Finance | China Securities Co.,Ltd. released a Research Report stating that the marginal returns of current pre-trained large models are constrained by the Scaling Law and have gradually reached a bottleneck; more powerful agents (intelligent entities) have become an important direction for the future efforts of large model vendors. The company believes that, according to the technical framework of agents, their development has essentially gone through three stages: workflow framework + pre-trained model, workflow framework + inference model, and end-to-end agent framework + inference model. With the launch of the third-generation agents represented by Open AI Deep Research, the immense potential of agents and...
Hong Kong Stock Market Morning Report | AI and other key areas receive renewed attention, DeepSeek becomes the fastest growing AI tool in the Global market.
① The Ministry of Industry and Information Technology will focus on key areas such as AI and critical software, nurturing a batch of platforms for the transformation of innovative achievements. ② DeepSeek's monthly visits exceed ChatGPT. ③ Huawei: Global sales revenue in 2024 is 862.1 billion yuan, with a Net income of 62.6 billion yuan. ④ Li Auto's internal sales target for this year: 0.7 million units for the entire year, with 0.05 million units for pure electric.
Public Companies Are Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Biggest Owners and Were Hit After Market Cap Dropped US$412m
Express News | The Ministry of Industry and Information Technology: Will focus on key areas such as AI and critical Software, cultivating a batch of innovation results transformation platforms.
After 13 years of persistence, Kingsoft Cloud has finally become fully profitable.
Explosive report.
Kingsoft Cloud (03896.HK): Revenue growth accelerated again in Q4 2024, with adjusted operating profit turning positive for the first time.
Event: Kingsoft Cloud achieved a revenue of 2.2 billion yuan in Q4 2024, with a year-on-year growth of 30% (the revenue growth rate has increased for four consecutive quarters, with a year-on-year growth rate of 16% in Q3 2024), exceeding expectations; adjusted operating profit was 2437.