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UBS Group has provided a list of benchmark companies for Chinese and American Technology firms: in addition to Xiaomi and Li Auto benchmarking against Tesla, there are also these companies worth paying attention to!
In this report, UBS Group provides a detailed list of AI-related companies for comparison, along with valuation comparisons. This list covers multiple sectors, including Hardware, Software, Internet, and Autos.
Goldman Sachs: Breakthroughs in DeepSeek technology are expected to accelerate the popularization of AI, and Global economic growth may experience significant acceleration.
Goldman Sachs released a Research Report stating that recently, a few Chinese companies, such as DeepSeek, have developed advanced generative AI models that are cheaper than existing products. This development may accelerate the adoption of AI and enhance the technology's contribution to Global economic growth.
Kingsoft Cloud (03896) KDX multi-modal data management platform fully integrated with DeepSeek-R1.
The Kingsoft Cloud KDX multimodal data management platform fully integrates with DeepSeek-R1.
Goldman Sachs has listed the thematic investment portfolio of "Generative AI" in the Asia-Pacific region.
Goldman Sachs published a report listing the "Generative AI" thematic investment portfolio in the Asia-Pacific region (excluding Japan), currently only listing the Hong Kong stocks: Stock │ Asia-Pacific "Generative AI" Portfolio Weight Tencent (00700.HK) │ 2.5% Alibaba-W (09988.HK) │ 2.5% Xiaomi-W (01810.HK) │ 2.25% NTES-S (09999.HK) │ 2% JD.com-SW (09618.HK) │ 2% Baidu-SW (09888.HK) │ 2.5% KUAISHOU-W (01024.HK) │ 2% SenseTime-
Shares of US-listed Chinese Companies Are Trading Higher Amid a Tech Rally Related to DeepSeek AI. Also, Baidu Announced It Plans to Release an AI Model This Year.
Bank of America: DeepSeek is the "Alibaba IPO moment" for the China stock market.
Bank of America stated that Alibaba's listing in 2014 propelled the rise of China's XINJINGJI Sector, attracting Global long-term capital Inflow. DeepSeek may become the current 'Alibaba IPO moment' for the Chinese stock market. The 'Holy Grail' of AI development in China does not necessarily have to be the 'best in class,' but should be 'good enough' to support large-scale AI applications in China, driving productivity growth and economic growth.
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