ASIAINFO TECH (01675)
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ASIAINFO TECH (01675) News
Cursor CEO, the 'AI Programming Star': The 'Third Era' of AI Software Development Has Arrived
Michael Truell, co-founder of Cursor, recently published an article dividing the evolution of AI programming into three stages: the Tab Autocomplete Era, the Synchronous Agent Era, and the current 'Third Era' dominated by cloud-based agents. In this new era, agents can operate independently, in parallel, and over extended periods, transforming developers from 'code writers' to 'directors of agents'.
DeepSeek V4 to be launched next week? Native multimodal architecture, technical report to be released simultaneously.
①This may be a multimodal model with the ability to generate images, videos, and text; ②DeepSeek provides in-depth support for domestic computing power; ③DeepSeek will release a brief technical explanation simultaneously with the launch of V4.
Express News | Li Qiang presides over the 18th Special Study Session of the State Council: Comprehensively advancing AI scientific and technological innovation, industrial development, and empowerment applications
Is a new DeepSeek model coming?
DeepSeek is conducting a phased rollout test of its next-generation model. Some users received prompts to update the app upon opening it. The new version extends the context length from 128K to 1M and updates the knowledge base to May 2025. The official app indicates that this might be the final pre-release version before the formal debut of V4. A Nomura Securities report highlights that the core value of V4 lies in driving the commercial implementation of AI applications through foundational architectural innovations, rather than disrupting the existing AI value chain.
Express News | DeepSeek has updated its new model, with a context length reaching one million tokens.
Express News | The National Development and Reform Commission and other departments have issued the Implementation Opinions on Accelerating the Promotion and Application of Artificial Intelligence in the Field of Bidding and Tendering.
AsiaInfo Technologies Revamps Board, Adds AI Expert as Independent Director
AsiaInfo Technologies Restructures Board Roles and Committee Assignments
The software stock sector has collapsed, and no one 'dares to catch a falling knife.'
The S&P 500 Software & Services Index fell for the sixth consecutive trading session, but this selloff failed to attract any significant bottom-fishing buying. Even Microsoft, traditionally regarded as a safe haven, was not spared, with short sellers increasing their positions against the trend. Current market sentiment has evolved from valuation concerns at that time to deep anxiety over the potential disruption of traditional software business models by artificial intelligence.
Amid a global slump in software stocks, Jensen Huang refutes claims: AI will never replace software!
①NVIDIA CEO Jensen Huang refuted concerns that 'artificial intelligence might replace software and related tools,' calling such an idea 'illogical.' ②Huang stated that artificial intelligence systems are designed to work collaboratively with existing software tools rather than completely replace them.
After the U.S., Asia next! The relentless AI wave continues to upend software stocks: Is the wolf really here this time?
On Wednesday (February 4), Asian software stocks extended the global selloff overnight as investors expressed concerns that the rapid development of artificial intelligence could disrupt the traditional business models of software companies.
Express News | Shock from Anthropic's new tool! Application software stocks in Hong Kong generally weakened.
H-share Movement | AsiaInfo Technologies (01675) Surged Over 5% Recently Collaborated with ABB Robotics to Establish 'Embodied Intelligence Lab'
AsiaInfo Technologies (01675) surged over 5%. As of the latest report, it rose by 5.61%, trading at HKD 8.85, with a turnover of HKD 66.6922 million.
Hong Kong Stock Announcements | Dongpeng Beverages begins its IPO subscription today. Joyson Electronic expects an increase of approximately 40.56% in annual net profit attributable to shareholders.
Zijin Gold International proposes to acquire 100% of Allied Gold Corporation for approximately CAD 5.5 billion.
AsiaInfo Technologies has established an embodied intelligence laboratory, with technical support provided by Alibaba Cloud and NVIDIA.
Gelonghui, January 26 | AsiaInfo Technologies (1675.HK) announced that yesterday (January 25), the company and ABB Robotics jointly initiated the inauguration ceremony of the 'Embodied Intelligence Laboratory,' marking the substantive implementation phase of their strategic cooperation in the Physical AI field. Alibaba Cloud and NVIDIA attended the ceremony and will provide in-depth technical support for the laboratory's construction. The laboratory will integrate AsiaInfo Technologies' leading advantages in AI applications, 5G-A communication technology, and cybersecurity, as well as ABB Robotics' leading advantages in robot control, based on Alibaba Cloud’s vision-language-action framework.
AsiaInfo Technologies (01675.HK) and ABB Robotics jointly establish the "Embodied Intelligence Laboratory"
Gelonghui, January 26th丨Announced by AsiaInfo Technologies (01675.HK), on January 25th, 2026, the inauguration ceremony of the "Embodied Intelligence Laboratory" ("Laboratory"), jointly initiated by AsiaInfo Technologies and ABB Robotics, was grandly held. This marks the substantial implementation phase of the strategic cooperation between AsiaInfo Technologies and ABB Robotics in the Physical AI field. Alibaba Cloud and NVIDIA attended the ceremony and will provide in-depth technical support for the laboratory's construction. The laboratory will integrate AsiaInfo Technologies' leading advantages in AI applications, 5G-A communication technology, and network security, as well as ABB Robotics' expertise in
AsiaInfo Technologies Flags Drop in 2025 Profit
AsiaInfo Technologies (01675) anticipates a turnaround to positive cash flow by 2025, with its AI business experiencing rapid growth.
AsiaInfo Technologies (01675) announced that the group expects its revenue for the fiscal year ending December 31, 2025, to be approximately RMB 6.2 billion to RMB 6.35 billion (2024: approximately RMB 6.646 billion). The net profit for the period is expected to be approximately RMB 0.7 billion to RMB 1.1 billion (2024: approximately RMB 5.16 billion), with an operating cash inflow of approximately RMB 400 million (2024: net outflow of approximately RMB 100 million).
ASIAINFO TECH: PROFIT WARNING
Stocks in Hong Kong surged again on AI-related concepts, with Weimob Group rising over 9% and Maifushi up 8%.
Gelonghui, January 14th | AI concept stocks in the Hong Kong stock market continued to collectively rise strongly. Among them, Shiteng Holdings surged over 44%, Zhipu rose nearly 17%, AsiaInfo Technologies increased by almost 11%, NetDragon and Weimeng Group gained over 9%, Maifushi climbed 8%, Innovation Qizhi, Kingsoft Software, China Mobile Games, and Kuaishou-W rose over 6%, while Alibaba-W, Kingdee International, and China Software International increased more than 4%. In terms of news, since the beginning of 2026, a large number of companies in the AI industry chain have been listed in bulk on the Hong Kong stock market. This has not only sparked a new wave of AI investment enthusiasm but also, with the acceleration of the industry's capitalization process, is expected to drive the industry into an expansion cycle. Open Source Securities.