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Explosive popularity + controversy, how does Manus stir the AI application ecosystem.
①Manus has become a new dark horse in the AI circle, a general AI agent that can "think" and "execute"; ②After Manus gained popularity, online reviews of this product began to show a polarization.
How do foreign investors view China's Internet giants? UBS Group: Three factors support confidence, with Alibaba receiving the most attention.
UBS Group pointed out that support from domestic policies, the rise of generative AI, and the very attractive valuations have all led to a more positive attitude from foreign capital towards China's Internet giants. UBS Group believes that Alibaba remains one of the cheapest AI Concept giants globally, and with the accelerated expansion of its cloud Business, its stock price in the best-case scenario could reach $185, which is more than 30% higher than the current share price.
Express News | Alibaba: On March 6, spent approximately 9.9957 million dollars to repurchase 0.5744 million shares.
A historic week, the logic of Global capital flows has undergone a tremendous change!
In the view of UBS Group, the "London Agreement" reflects the distrust of European countries towards the USA and their pursuit of independence. The euro may eventually rise as an alternative reserve asset, competing with the dollar. European countries may further strengthen economic integration, promoting the multipolar development of the global economic landscape.
Ali Qwen is aggressively pursuing DeepSeek.
Technological iteration is accelerating, and ecological competition is becoming intense.
Meituan's Global Strategy: Opportunities in the $30 billion takeaway market.
Morgan Stanley estimates that by 2028, the takeout market size in the Gulf Cooperation Council (GCC) countries will reach 30 billion dollars, with a compound annual growth rate of up to 15% from 2024 to 2028. Among them, the market size in Saudi Arabia will reach 16 billion dollars, accounting for over 50% of the total GCC market.