AI
A Brief History of AI Victories: Wherever There Is a Rating System, There Is AI Invasion
When a field establishes scoring criteria, it sets a countdown for its own conquest.
Liang Wenfeng 4-Hour Investor Meeting Transcript
"As long as I can maintain the team's stability, I will definitely achieve AGI. It's just that simple."
JPMorgan Research Report Analysis: AI Sell-off is Technical Overshoot, Semiconductors Near Bottom, Buy on Dips
Prices will eventually revert to earnings, making an upward stock price repair more likely.
Kimi K3 Major Release: Is the China-US Large Model Competition Landscape Shifting Dramatically?
The ultimate outcome depends on who can establish a closed loop of capabilities, revenue, data, and computing power. Currently, the US has a higher win rate, but China is changing the rules of the game.
CSC Financial: Kimi K3 Model Reaches Global Tier 1, Domestic Models Witness Another DeepSeek Moment
China Securities believes that the launch of Kimi K3 is an industry watershed.
WAIC Tickets Hyped Up to 3,000 Yuan: We Found AI's True Innovation
WAIC 2026 Day 1 Observations: AI in 20 Innovative Products.
Goldman Sachs Research Report Analysis: Kimi K3 Breaks the Compute Monopoly Narrative, AI Infrastructure Investment Logic Faces Revaluation
When a Chinese lab matches the performance of top U.S. models using computing power far lower than the West's, the valuation logic of the entire AI industry needs to be re-examined.
Goldman Sachs Research Report Analysis: AI Momentum Volatility Intensifies, Three Non-AI Themes Emerge
The commonality of the three themes is very simple: they are all unrelated to AI, and they are all not expensive.
Zhipu AI Through a Foreigner's Eyes: Free Models, Massive Losses, Why Did Its Market Cap Once Surpass Meituan's?
Tsinghua lineage, state-owned capital backing, 73.7% of revenue from private deployments for state-owned enterprises—this is what Zhipu is truly selling.
Research Report Analysis: AI Ignites a Super Cycle for MLCCs—How Long Can Samsung Electro-Mechanics Sustain Its Benefits?
How long the story lasts depends on the evolution of AI chip demand, capacity expansion, and competitive dynamics.
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