Kai-Fu Lee: In the future, there will likely only be three major models left in China.

They are DeepSeek, Alibaba, and ByteDance. Li Kaifu stated that the competition in the large model industry in China is still very fierce, with DeepSeek currently having the strongest momentum, while ByteDance has an advantage due to its user base and monetization channels.

wallstreetcn44minutes ago

The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.

① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.

cls.cn11:10

The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cn11:08

The Index may return to adjustment in the short term, with a focus on the Diffusion opportunities in the Marine Economy as the theme rotation accelerates.

Track the entire lifecycle of the main Sector.

cls.cn09:27

Daily Bull and Bear | The Hang Seng Index's night futures are approaching the 24,000-point level, with the bull certificates' street stock rising to 63% yesterday; Tencent's stock came under pressure after announcing its earnings, with over 100 million Ho

In terms of Capital Trend for the Hang Seng Index, there was a net Inflow of 86 million HKD for long positions and a net Outflow of 76 million HKD for short positions.

Futu News08:50

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cn08:27