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Not just in payments, ANT GROUP CO., LTD. 's "transformation" leads the way into general AI.
① ANT GROUP CO., LTD. has adjusted its CTO line and established the AGI (General AI) department this year, directly led by CTO He Zhengyu, focusing on general AI algorithms and applications. ② ANT GROUP CO., LTD. has also increased investments in embodied intelligence, AI glasses, and other areas, attempting to find more breakthrough points beyond large models.
Express News | Alibaba: On April 16, approximately 19.9903 million USD was spent to repurchase 1.488 million shares.
28,000! Behind Tencent's largest employment plan in history, major companies are starting a talent war for AI professionals.
① In the wave of AI, major Internet companies are once again igniting a battle for AI talent, with companies like Tencent, ByteDance, and Alibaba expanding their recruitment; AI technology talent is a key focus of demand. ② As the domestic AI industry rapidly develops, how to cultivate and discover more AI talent is becoming an overall challenge for the industry.
The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.
①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.
JPMorgan: The impact of Trump's tariffs on Chinese concept stocks in the Internet sector is limited.
① Analysts at JPMorgan believe that the impact of USA tariffs on Chinese Internet companies (excluding cross-border e-commerce) is limited, with an effect on online consumption potentially less than 0.5%; ② A report by Jinrui Fund points out that the revenue share of Chinese Internet companies in the USA market is less than 2%, primarily serving China's huge consumer market of 1.4 billion people. ③ JPMorgan expects that PDD Holdings will be the most affected by the tariffs, while Tencent and NetEase are more defensive.
Chip giant AMD warns: USA government restrictions on exports to China will add an additional cost of 0.8 billion dollars.
① The US government has recently required that chip manufacturers such as NVIDIA and AMD must obtain licenses issued by the USA to sell advanced chips to the Chinese market; ② NVIDIA stated that this policy will involve a provision for $5.5 billion in inventory and expenses, while AMD reported an increase of $0.8 billion in expenses; ③ The new policy caused a sharp decline in chip stocks, and Analysts pointed out that this will weaken the development momentum of AI and impact the USA chip industry.