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16/07/2025
The US Dollar Index DXY increased by 0.50% intraday to 98.59.
Latest
2 m ago
Zhongji Xuchuang: It is expected that customer demand will continue to grow in the second half of this year.
3 m ago
China FAW appoints academicians Liu Yichun, Chen Jun, and Ding Wenjiang as strategic scientists for China FAW.
4 m ago
Jiufang Intelligent Investment Holdings Limited (09636.HK) plans to sell 20 million shares through a first come, first served basis, raising approximately HK$746 million.
5 m ago
CICC research report indicates that since the beginning of this year, the overseas application of AI has been accelerating. From the demand side, token consumption maintains high-speed growth, large model calls and revenue levels are increasing rapidly; from the supply side, on the one hand, general applications such as AI search, AI coding, and agents based on LLM models have exploded, while on the other hand, multimodal model capabilities continue to iterate, with image generation, video generation applications having explosive potential. In addition, marketing, customer service, recruitment, education, medical, legal and other vertical applications are emerging endlessly. It is recommended to continue to be optimistic about the supply chain opportunities benefiting from overseas computing power demand, and to pay attention to domestic cloud and Internet companies with AI infrastructure, model capabilities, and application scenarios, as well as investment opportunities brought by applications such as Coding, Agent, image/video generation being implemented.
5 m ago
CITIC Securities: Continuous bullish on the supply chain opportunities benefiting from overseas computing power demand.
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