"Daihang" Nomura: Baidu (09888.HK) needs to work harder to advance AI search, even if it affects search revenue in the short term.

Tencent (00700.HK) has integrated Yuanbao and WeChat with the DeepSeek-R1 model. Nomura has reported that the search field is undergoing a rapid transformation driven by AI, with many companies entering the market. This includes well-known platforms such as Tencent, Baidu (09988.HK), and ByteDance, as well as AI-focused startups like DeepSeek. Although AI searches provide more comprehensive responses than traditional searches, the quality of answers to different queries varies due to current technological limitations. The firm believes AI search may quickly gain user acceptance.

AASTOCKS52minutes ago

Express News | Tencent donated 0.5 billion yuan to the National Natural Science Fund Committee.

Breakings57minutes ago

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cn09:21

DeepSeek stirs up the Capital Markets! Foreign Institutions are Bullish on investment opportunities in New energy Fund, Consumer Electronics, Intelligent Driving, and Medical Health.

The DeepSeek Concept continues to be popular; how do foreign public funds view it?

Brokerage China07:54

The 'Seven Sisters' of Technology in China are about to 'get married'; which fields are worth paying attention to?

In China's stock market, AI applications, Semiconductors manufacturing, and SSE High-End Equipment Manufacturing 60 Index are expected to give rise to the "Seven Sisters" of Technology.

Futu News09:05

[Brokerage Focus] BOCOM INTL: The conditions for large-scale implementation of AI+ applications may already be in place.

Goldsmith Financial News | BOCOM INTL believes that the combination of WeChat, Baidu search, and DeepSeek validates the bank's logic in determining applications with the DeepSeek algorithm innovation will further accelerate the universal accessibility and application of AI. As the underlying infrastructure of AI continues to improve, the investment costs become manageable, and it becomes easier to acquire traffic on the application side, marking that AI + applications may already meet the conditions for large-scale implementation. In the future, the bank should focus on the commercialization models of AI + applications. For the B2B sector, monetizing AI involves API interface calls to train industry-specific models, as well as implementing solutions tailored for specific industries; for the B2C sector, traffic.

Jinwu Financial News09:02