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Earnings Reports preview of Chinese Internet Plus-Related giants: E-commerce recovery boosts Alibaba's quarterly performance, video account advertising may drive Tencent's profits beyond expectations, and food delivery supports Meituan's continuous growth
JPMorgan expects that Alibaba will benefit from the recovery in e-commerce GMV and cost control, with profitability likely to improve. Total revenue for the third fiscal quarter is expected to grow by 8% year-on-year, and Taotian Group's adjusted profits are expected to increase by 6% year-on-year. Nomura anticipates that due to strong performance in the gaming business and growth in video account advertising, TENCENT's total revenue in Q4 may also increase by 8% year-on-year. Meituan's total revenue in the fourth quarter is expected to grow by 20% year-on-year to 88.13 billion yuan, while profit is expected to soar 197% year-on-year to 9.45 billion yuan.
Express News | Alibaba: On January 24, approximately 9.9818 million USD was spent to repurchase 0.9072 million shares.
Hangzhou leads in AI open source! On New Year's Eve, Alibaba Qwen open-sourced a new flagship for visual understanding, with a full series of three sizes and a 7B model exceeding GPT-4o-mini.
Qwen2.5-VL is a brand new visual understanding model under the Qwen series, which is officially referred to as the 'flagship visual language model', and it has been released in three versions: 3B, 7B, and 72B.
In the report from Daiheng, Li Ang expects DeepSeek to aid in the monetization of AI applications, which is Bullish for AI device companies such as Xiaomi and AAC Technologies.
Lyon released a report stating that the mainland AI company DeepSeek has announced a large model, and its AI model training is based on industry open-source AI Algorithms, demonstrating good performance and relatively low training costs. However, the firm believes that capital expenditure on AI by large-scale enterprises in the USA may not decline due to the impact of DeepSeek, as the total cost of training DeepSeek's AI model might be underestimated. The lower computational costs may also increase the demand for AI applications and reasoning, which will further increase the demand for computational capacity, suggesting that capital expenditure in the Industry should continue.
Aliyun Tongyi Qianwen has open-sourced two major models, with visual understanding capabilities surpassing GPT-4o and Claude 3.5.
Alibaba Cloud introduces the open-source visual model Qwen2.5-VL and Qwen2.5-1M. Among them, Qwen2.5-VL comes in three size versions: 3B, 7B, and 72B, with the flagship version Qwen2.5-VL-72B winning the visual understanding championship in 13 authoritative evaluations, significantly surpassing GPT-4o and Claude3.5. The new Qwen2.5-VL can more accurately interpret image content, breakthrough support for video understanding over an hour long, and can transform into an AI visual agent capable of controlling mobile phones and computers without fine-tuning.
Guosen: DeepSeek's multi-faceted technology improves training efficiency and tests performance lead open-source models.
Guosen published a report stating that the Chinese AI company DeepSeek went online and open-sourced the DeepSeek-V3 model on December 26 last year, outperforming many peer open-source models in various evaluations and being comparable to top closed-source models in important fields, with low training costs. The model layer uses MoE architecture, going through multiple stages of training and capability refinement, leading open-source models in knowledge, code, and mathematical reasoning assessments. The architecture layer maintains the V2 structure while introducing new technologies, such as auxiliary loss load balancing strategy and MTP to improve data utilization. The training layer employs the DualPipe algorithm and FP8 mixed precision.
AlipayHK partners with Kwan Chung to promote cross-border Transportation services, making it convenient for Hong Kong residents to travel north.
AlipayHK and Kwan Chung have announced a partnership to launch cross-border Transportation services, making it easier for Hong Kong residents to travel north during the Lunar New Year period. Passengers can directly pre-purchase bus tickets for the cross-border round-the-island tour through the AlipayHK application, and use the purchased QR code tickets in the app to board the bus, heading directly to popular destinations such as the Shenzhen Da Qian Li Shopping Center (Baoan Store) and Hengqin Innovation Square. AlipayHK's CEO, Li Yung Si, stated that spending by Hong Kong residents in the north has become a recent trend, and it is hoped that the newly launched cross-border Transportation service will further enhance the one-stop travel experience for Hong Kong residents traveling north.
DeepSeek releases an open-source multimodal AI model that reportedly surpasses OpenAI's model in image generation from text tests.
According to reports from domestic media and the AI Community Hugging Face, DeepSeek has released a series of open-source multimodal AI models named Janus-Pro and JanusFlow. DeepSeek's showcase image indicates that in the GenEval and DPG-Bench benchmark tests, the accuracy of Janus-Pro-7B has improved compared to the previous generation Janus, achieving 80% and 84.2% respectively, surpassing OpenAI's DALL-E 3 and Stable Diffusion models.
January 27th repurchase collection | AIA, HSBC Holdings, and others have repurchased shares, among which AIA spent 0.303 billion Hong Kong dollars.
According to the documents disclosed by HKEX on January 28, companies like $AIA(01299.HK)$ and $HSBC Holdings(00005.HK)$ have repurchased shares. ① $AIA(01299.HK)$ repurchased 5.6286 million ordinary shares on January 27, involving an amount of 0.303 billion HKD, with a repurchase price ranging from 54.5 HKD to 53.45 HKD per share. Since the share repurchase authorization resolution, the total number of securities repurchased has been 0.499 billion shares, accounting for 4.441% of the number of issued shares at the time of the ordinary resolution approval. ② $HSBC Holdings(00005.HK)$
Alibaba Options Spot-On: On January 27th, 320.98K Contracts Were Traded, With 2.36 Million Open Interest
On January 27th ET, $Alibaba(BABA.US)$ had active options trading, with a total trading volume of 320.98K options for the day, of which put options accounted for 10.32% of the total transactions,
DeepSeek's Low Prices Undercut Big-Spending Competitors -- Analysis
Top Analyst Reports for ServiceNow, Alibaba & Union Pacific
DeepSeek Says Due To Large-Scale Malicious Attacks On DeepSeek's Services, We Are Temporarily Limiting Registrations To Ensure Continued Service
Shares of US-listed Chinese Stocks Are Trading Higher Amid AI Competition From China's DeepSeek.
DeepSeek Jitters Shatter US Tech Stocks, Wipe Out $1.2 Trillion On Wall Street: Analyst Eyes Four Chinese Giants Set To Benefit
A complete understanding in one article | About DeepSeek Company and its large model.
As an AI startup established just over a year ago, DeepSeek has garnered astonishment and bewilderment in Silicon Valley with its groundbreaking AI model: its performance rivals that of the strongest chatbots in the world, while the cost seems to be just a fraction of theirs. DeepSeek's rise may challenge the common perception that the advancement of AI will require an increasing amount of Electrical Utilities and Energy. As the excitement generated by DeepSeek's innovations grows, investors are beginning to consider its impact on its USA competitors and their Hardware suppliers, leading to a significant drop in Global tech stocks at the end of January.
On January 24, Alibaba-W (09988.HK) spent 9.982 million USD to repurchase 0.907 million shares.
On January 27, Glonghui announced that Alibaba-W (09988.HK) spent 9.982 million USD to repurchase 0.907 million shares on January 24.
Express News | On January 24, Alibaba spent 9.98 million dollars to repurchase 0.9072 million shares on the NYSE.
Goldman Sachs in "The Big Firms": DeepSeek's computing costs are significantly lower than its Global competitors, and the Datacenter is expected to benefit from the demand for public cloud and AI computing.
Goldman Sachs released a report stating that in the past week, several companies announced their large models, including DeepSeek's R1 large model, ByteDance's Doubao-1.5 Pro, and Moonshot's Kimi k1.5 large model. With the continuous progress of Chinese companies in AI, there has been close attention from investors regarding benchmark tests. Compared to global peers, the performance of these companies is outstanding, and their training/computational capability requirements are also significantly lower than those of their global counterparts. Goldman Sachs noted that although it does not evaluate the performance of various models, it has observed that recent model improvements and sources of cost efficiency may be influential.
Alibaba (09988.HK) has launched the first long-text new model of the Tongyi Qianwen open source that supports a context of 1 million tokens.
Alibaba (09988.HK)(BABA.US) digital technology and Asia Vets core Business Alibaba Cloud's Tongyi Qianwen announced the launch of the latest open-source model Qwen2.5-1M, which is divided into Qwen2.5-7B-Instruct-1M and Qwen2.5-14B-Instruct-1M. This is the first time Tongyi Qianwen has launched a model that natively supports a context length of 1 million tokens, capable of handling super long documents such as books, lengthy reports, and legal documents. Users do not need to perform complicated document segmentation, and this model will be able to remember longer conversation histories.