Guosheng Securities: Anticipation for AI Developments at This Week's Google I/O Conference, Continued Optimism Towards the Token Economy

Guosheng Securities' research report stated that this week’s focus is on the Google I/O Conference (where the full-modal Omni model may be released), showing optimism towards the AI Token economy. ① On the 19th to 20th of this week, Google will hold its 2026 I/O Conference, with key updates including the latest Gemini model; ② Recently, the three major telecom operators have accelerated their layout in Token-related businesses. China Telecom announced a centralized procurement plan exceeding 15 billion yuan for its “Token Factory” and launched a trial commercial Token package on May 17. China Mobile announced the establishment of the Token Application Ecosystem Alliance in collaboration with Alibaba Cloud, Huawei Cloud, and others, and unveiled the MOMA platform. It is recommended to pay attention to infrastructure.

Gelonghui FinanceMay 19 08:11

CITIC Publishing: First Quarter Report for 2026

SZSIApr 28 00:00 · Announcements

Express News | AI application sector surged, with Publishing and Media hitting the daily price limit.

BreakingsApr 10 10:39

Zhongtai Securities: The HALO framework reevaluates the value of scarcity assets, and the commercial value of publishing companies is expected to be reassessed.

The bank is optimistic about investment opportunities in companies with well-established offline channel systems and significant content advantages in niche fields.

Zhitong FinanceApr 3 10:27

Express News | The data element concept experienced a significant upward movement, with Yihualu rising more than 10%.

BreakingsMar 19 11:22

Guosen Securities: Continued optimism for AI applications and IP-driven collectibles, seizing the opportunity for a bottom rebound in the gaming sector.

The Spring Festival box office was relatively subdued, but the popularity of anime and AI-generated live-action adaptations surged.

Zhitong FinanceMar 19 09:35