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Michael Burry's Scion Fund Exits BioAtla, Boosts Alibaba Stake, Adds Puts: Top Q3 Trades
Scion Asset Management 13F Shows Added Put Position In JD.com With 500,000 Shares; Added Put Position In Alibaba Group With 168,900 Shares; Added Put Position In Baidu With 83,300 Shares
Nomura Maintains Baidu(BIDU.US) With Buy Rating, Cuts Target Price to $110
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Express News | Baidu's Shen Dou: Enterprise-level AI applications are exploding, and large models are entering a deep application phase.
UBS Rating | Goldman Sachs: Baidu announced the advent of the AI era and emphasized that the intelligent body is its main application form. Maintaining a "synchronized with the market" rating.
Gelonghui, November 14 | morgan stanley released a report stating that at the recently held Baidu World 2024 event organized by baidu, baidu showcased the latest progress in its ai technology, specifically the no-code ai tool Miaoda, and positioned intelligent agents as the primary form of ai applications. Baidu announced the arrival of the era of ai applications at the event and emphasized that intelligent agents are the main application form. It is committed to supporting the creation of millions of 'super useful' applications rather than creating a single 'super app'. Baidu pointed out that its goal is to establish a global network.