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Kuaishou accelerates AI transformation: dual enhancement of user ecosystem and advertising monetization, Keling shows huge growth potential.

Kuaishou accelerates AI transformation: dual enhancement of user ecosystem and advertising monetization, Keling shows huge growth potential.

``` With its left hand, Kuaishou pioneers a multi-billion dollar SaaS market through Kling AI, and with its right hand, uses AI algorithms to dig deeper into the core value of its advertising inventory. While the market is still debating whether large AI models are just “money pits” or “valuation bubbles,

Goldman Sachs comments on the "Battle of China's AI Giants": Alibaba vs Tencent vs ByteDance

Goldman Sachs comments on the "Battle of China's AI Giants": Alibaba vs Tencent vs ByteDance

``` If 2024 was a “battle of model parameters,” then by late 2025, China’s AI battlefield will have evolved into a contest of capital efficiency, infrastructure hegemony, and traffic gateways. On November 27, Goldman Sachs released a major research report on the development of China’s internet and artificial intelligence,

Will Japan raise interest rates in December? The market is closely watching the Bank of Japan Governor's speech next Monday.

Will Japan raise interest rates in December? The market is closely watching the Bank of Japan Governor's speech next Monday.

Market attention is focused on next Monday's speech by Bank of Japan Governor Kazuo Ueda. According to Chasewind Trading Desk, Nomura Securities’ research team pointed out in their latest weekly report on November 29th that the probability of a Bank of Japan rate hike in December has surged

Morgan Stanley China CIO Survey: Interest in Qianwen and Alibaba Cloud significantly increases among enterprises, Qianwen expected to surpass DeepSeek within three years

Morgan Stanley China CIO Survey: Interest in Qianwen and Alibaba Cloud significantly increases among enterprises, Qianwen expected to surpass DeepSeek within three years

China’s enterprise AI market is experiencing a structural transformation from “model trials” to “cloud-based deployment,” and Alibaba may become the biggest winner in this shift. On November 27, Morgan Stanley released its latest CIO (Chief Information Officer) survey report for the second half of 2025. Morgan Stanley found that

The Federal Reserve's "market rescue" becomes a turning point! In the last week of November, various assets "rebounded strongly."

The Federal Reserve's "market rescue" becomes a turning point! In the last week of November, various assets "rebounded strongly."

``` After the turmoil at the beginning of the month, the financial markets staged a "rebound of everything" in the last week of November. This week, as expectations for a Fed rate cut in December intensified, virtually all asset classes—including US stocks, US Treasuries, commodities, and even cryptocurrencies—

CME trading halt intensifies market turmoil, silver and copper prices both hit record highs.

CME trading halt intensifies market turmoil, silver and copper prices both hit record highs.

``` Pushed by strong fundamentals and expectations of Federal Reserve rate cuts, silver and copper prices both soared to historic highs in Friday's turbulent trading, while a rare technical glitch at CME Group intensified the market's volatility. On Friday, a cooling system failure at CME Group'

U.S. stocks have rebounded, but don't count on a big rally by year-end.

U.S. stocks have rebounded, but don't count on a big rally by year-end.

US stocks appear to be stabilizing after the recent sell-off, and even a temporary outage at the Chicago Mercantile Exchange (CME) that disrupted early trading didn’t completely derail the market’s recovery. So, can US stocks continue their rally into year-end? Bloomberg macro strategist Simon White’s latest analysis