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Dialogue with CITIC Securities' He Juying: Breaking the Traditional Sell-Side Model to Become a Financial Service Provider for the Entire Industry Lifecycle

Dialogue with CITIC Securities' He Juying: Breaking the Traditional Sell-Side Model to Become a Financial Service Provider for the Entire Industry Lifecycle

``` In recent years, with the changing environment of the capital market and the country’s strategic deployment in emerging industries, securities firms’ research business is undergoing a profound transformation. Shifting from traditional secondary market “sell-side research” to earlier-stage, more macro, and more practical “industry research” has become a consensus in

Robin Li sets the tone for the second half of AI: The focus shifts from "large models" to "applications," DAA will become the new benchmark, and "disposable software" reshapes productivity.

Robin Li sets the tone for the second half of AI: The focus shifts from "large models" to "applications," DAA will become the new benchmark, and "disposable software" reshapes productivity.

``` Today I attended the Create2026 Baidu AI Developer Conference, and the amount of information was overwhelming. At the conference, Baidu founder and CEO Robin Li gave a definitive metric for measuring whether a platform or ecosystem is truly prosperous in the AI era — DAA (Daily Active Agents). Simply put, DAA

Morgan Stanley's Wilson: US stocks don't need a Fed rate cut, raises S&P 500 target to 8,000 points.

Morgan Stanley's Wilson: US stocks don't need a Fed rate cut, raises S&P 500 target to 8,000 points.

``` After a continuous recovery since March, the S&P 500 index has rebounded 17% from its low. Morgan Stanley believes the major risks have largely been priced in, thus raising the year-end target price. Mike Wilson, Morgan Stanley's Chief Equity Strategist, in the latest outlook report, has

JD.com's Q1 dual trends: Retail surges, new businesses narrow losses

JD.com's Q1 dual trends: Retail surges, new businesses narrow losses

On May 12, JD Group released its unaudited financial report for the first quarter. The highlight is that both revenue and adjusted net profit exceeded market expectations; yet the worry is clear, as net profit attributable to parent nearly halved year-on-year. Against the backdrop of pressure on electronics categories and

Alibaba's fourth-quarter revenue was 243.38 billion yuan, compared with an estimate of 246.51 billion yuan; fourth-quarter adjusted EBITDA was 16.44 billion yuan.

Alibaba's fourth-quarter revenue was 243.38 billion yuan, compared with an estimate of 246.51 billion yuan; fourth-quarter adjusted EBITDA was 16.44 billion yuan.

``` Alibaba's fourth-quarter revenue was 243.38 billion yuan, estimate was 246.51 billion yuan; fourth-quarter adjusted EBITDA was 16.44 billion yuan. Updating...... Risk Warning and DisclaimerThe market has risks; investment should be cautious. This article does not constitute personal investment advice, nor does it take into account

Google launches next-generation AI notebook, possibly using NPU to enhance Gemini AI experience

Google launches next-generation AI notebook, possibly using NPU to enhance Gemini AI experience

``` Google’s brand-new notebook, Googlebook, is sparking a battle among suppliers in the chip market. Intel has publicly confirmed its partnership, while Qualcomm and MediaTek have also been cited by Notebookcheck and other media outlets as potential suppliers. The three manufacturers are competing along both the x86 and Arm architectures,

Ma Huateng: A year ago, I thought I had boarded the AI ship, but it turned out to be leaking. Now I can stand on it, but still can't sit down.

Ma Huateng: A year ago, I thought I had boarded the AI ship, but it turned out to be leaking. Now I can stand on it, but still can't sit down.

Pony Ma acknowledged the company's winding journey in the field of artificial intelligence, and used a humorous analogy to describe the current situation: already on the boat, but not yet steady. On May 13, at the Tencent shareholders’ meeting, Chairman and CEO Pony Ma gave his most candid