From Token to DAA: Baidu Reassesses the Economics of Agents

The AI industry is seeking new metrics. As agents gradually enter real-world business scenarios, the industry is beginning to focus on how many intelligent agents are actually being deployed...

wallstreetcnJul 17 20:52

Express News | IDC: The number of active agents worldwide is projected to exceed 2.2 billion by 2030.

BreakingsJul 17 20:38

Express News | Baidu Inc : JP Morgan Cuts Target Price to $205 From $230

BreakingsJul 17 11:54

JPMorgan: A-share market's 'AI-driven deleveraging' is a healthy correction, not a bubble burst

JPMorgan believes that the recent correction in the A-share AI sector is fundamentally a deleveraging process rather than a deterioration in fundamentals. The decline in margin trading as a share of IT-sector activity, coupled with technology ETFs attracting inflows despite market headwinds, suggests that deleveraging is nearing completion. Balance sheet leverage among U.S. and Chinese cloud giants remains well below levels seen during historical bubble periods, reflecting continued financial strength. Large model iterations and hardware supply constraints are expected to persist through 2028.

wallstreetcnJul 17 09:29

HKEX Announcement Insight | Unisound Launches U2-Med, the Industry's First Professional Large Model Tailored for Healthcare, Medical Insurance (Including Commercial Insurance), and Pharmaceuticals

Unisound launched U2-Med, the industry's first specialized large language model tailored for the healthcare, medical insurance (including commercial insurance), and pharmaceutical sectors; Luk Fook Holdings reported a 32% year-over-year increase in total retail sales value for the first quarter.

Zhitong FinanceJul 17 08:41

World's third most powerful, with 'fable-level immersion'! Kimi K3 with 2.8 trillion parameters sets a new open-source record

In evaluations, Kimi K3's overall intelligence level is close to that of the world's leading closed-source models. According to GDPval-AA v2 data on knowledge work benchmarks, Kimi K3 scored higher than Claude Opus 4.8 Max, ranking just behind Claude Fable 5 Max and GPT-5.6 Sol Max. Prior to the model's official release under an open-weights license, reports indicated that Moonshot AI internally regarded it as a key product targeting Anthropic's latest flagship model, Claude Opus 4.8.

wallstreetcnJul 17 06:40