Ping An Securities: The Doubao large model family has been upgraded, enhancing productivity and highlighting the potential for edge applications.

Under the trend of intelligence, the upgrade of the large model family has improved performance and lowered the threshold, and Byte's bean bag large model is expected to accelerate the implementation of AI on the client side.

Zhitong FinanceDec 19 17:11

Research Reports on Mining Opportunities | Zheshang Securities: Maintain a "Buy" rating for Beijing Kingsoft Office Software, Inc, as the trend of large models integrating into enterprises has become established.

Zheshang Research Reports point out that in 2023, Beijing Kingsoft Office Software, Inc (688111.SH) launched WPS 365, providing document, AI, and collaboration services for enterprises through Saas, meeting the office needs of an organization. In the future, the trend of deep integration of large models into enterprises has emerged, and due to the high privatization deployment costs of large models, it is expected that more Institutions will move to the cloud. The WPS Lingxi Beta version has been launched, which not only includes regular large model features but also allows direct reading of content in WPS cloud documents without needing the user to upload again, providing a convenient experience. The consensus expected PE average for comparable companies in 2025 is.

Gelonghui FinanceDec 11 13:50 · Ratings

beijing kingsoft office software, inc (688111): The overlapping of intelligence, localization, and cloud transformation.

Investment highlights include the deepening of信创 implementation, with domestic operating systems boosting WPS's market share. Since 2023,信创 has entered a stage of deeper implementation, with party and government sectors, along with eight key industries, further deepening信创, while other industries such as manufacturing are also gradually beginning to adopt信创.

zheshangDec 10 15:32

Guotou Securities: Maintain a "buy-A" rating for SenseTime-W. Completed the "1+X" organizational structure restructuring.

Guotou Securities released a research report stating that it maintains the "Buy-A" rating for SenseTime-W (00020). Generative AI is gradually transitioning from technology to practical application, driving growth in commercial order demand. The company is expected to gain a certain market share based on its technological capabilities and customer reputation, thus promoting revenue growth. It is estimated that the company will achieve revenues of 4.521/5.71/7.077 billion from 2024 to 2026. Thanks to organizational restructuring, it is expected to enhance operational efficiency, with a target price set at HKD 2.12. The company announced on December 4 that it has completed a strategic organizational restructuring and established a new "1+X" structure.

Sina Hong Kong StockDec 6 10:27

Express News | 234 "gold stocks" reflect the brokerage's layout strategy as they actively welcome the year-end transition market.

BreakingsDec 4 04:40

Express News | The complete list of AI application concept stocks has been revealed.

BreakingsDec 1 19:29