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

Breakings15:22

Has the "singularity" of AI in China arrived in 2025? JPMorgan: An application explosion is imminent, DeepSeek ignites demand for computing power, and Alibaba may become the biggest winner.

JPMorgan believes that the development of GAI in China is currently at the beginning of the second stage. Alibaba is a key player in the IaaS value chain, expected to outperform peers in the second stage of GAI development, and has the potential to become a beneficiary in the third stage of applications. Additionally, Kuaishou may be underestimated, while Baidu acts as both a "shovel seller" and a "gold digger."

wallstreetcnMar 10 18:08

The domestic sensation Manus has received its first wave of comments from overseas: Is this the second DeepSeek moment?

Manus has begun to break into the mainstream, receiving attention from mainstream media and being widely discussed by overseas Technology bloggers. Renowned AI blogger Rowan Cheung called it China's "second DeepSeek moment," and one user frankly stated that after seeing the actual effects of Manus, he canceled his monthly $200 ChatGPT subscription. However, there are also many complaints, as some users found the experience during testing to be not smooth and reported some factual errors.

wallstreetcnMar 10 14:17

Amidst the divergence in technology stocks, new catalysts are emerging, and the logic of price increases in cyclical stocks may gradually attract market attention.

Track the entire lifecycle of the main Sector.

cls.cnMar 10 09:23

Manus is gaining enormous popularity! It may open a new era of AI applications, and this Sector is expected to trigger a "gold rush."

Soochow believes that Manus validates the strong engineering and strong application capabilities of Chinese manufacturers, and looks forward to 2025 being the year when AI Agents are widely implemented in the country.

Futu NewsMar 10 09:22

"Shopping"! Foreign capital returns to the China stock market, "favoring" Hong Kong Technology stocks, and China's technology giants still have valuation advantages.

South Koreans are currently buying Stocks in China!

Brokerage ChinaMar 10 07:49