J.P. Morgan: China's generative AI has entered a stage of explosive application, Bullish on Alibaba and Kuaishou.

On March 9, JPMorgan released a Research Report stating that generative AI in China has entered a phase of explosive application.

Zhitong FinanceMar 11 15:52

UBS Group expects that this year the Global AI Industry ROI will reach the mid-teens, Bullish on large Market Cap AI stocks, leading cloud platforms, and Semiconductors.

The UBS Group's Wealth Management Asia-Pacific Investment Director's office published a report, predicting that Asian economies will strive to reach an agreement with the USA. In this scenario, the accumulated impact of tariffs on the region's GDP could be around 50 to 100 basis points. In the risk scenario where an agreement is not reached, extensive tariffs are imposed, or the USA's economic growth significantly slows below trend levels, the impact on Asian GDP growth could reach 200 to 300 basis points. UBS believes that AI computing is an important driving factor for AI enablers in Asia, and the strong growth momentum of AI computing revenues is expected to continue beyond 2025, anticipated from 2024 to 2029.

AASTOCKSMar 11 15:40

Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.

BreakingsMar 11 15:22

China Telecom Obtains Key 6G Satellite-terrestrial Patent

China DailyMar 11 15:17

Analysis of Zhiyun Hong Kong Stock Connect Holdings | March 11

Analysis of Hong Kong Stock Connect Holdings | March 10, 2025

Zhitong FinanceMar 11 08:30

Express News | The Ministry of Foreign Affairs opposes the broadening of the National Security Concept and the politicization of economic and technology issues.

BreakingsMar 10 15:35