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<Research>UBS: CN Tech Magnates Focus AI Strategy on Domestic Mkt; Emerging AI Firms Target Overseas Biz
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UBS' report said that it had earlier hosted two expert conference calls on the development of artificial intelligence (AI) in China, inviting experts from top-notch AI laboratories and leading internet groups to participate. Experts revealed differentiated strategic priorities among companies. 1) Internet bellwethers prioritize the domestic market, including integrating AI chatbots into consumer-facing AI super applications as new traffic gateways, while enhancing AI agent ecosystems and content generation capabilities. 2) Emerging AI laboratories are more focused on enterprise services and overseas markets, showcasing revenue potential in the rapidly growing AI agent product sectors, such as OpenClaw, through improved model performance and cost advantages. In the video generation field, experts noted that AI has considerably improved the production efficiency of short dramas, advertisements, and e-commerce marketing, and they remained optimistic about its long-term market potential, with application scenarios expanding to game production, robot training, and autonomous driving. The broker recently began coverage of MINIMAX-WP (00100.HK), believing the company is well-positioned to benefit from AI development in both China and global markets. Among internet magnates, the broker was upbeat about BABA-W (09988.HK) and BIDU-SW (09888.HK) for their full-stack AI capabilities, while also focusing on the AI application potential of TENCENT (00700.HK) and KUAISHOU-W (01024.HK). AASTOCKS Financial News Website: www.aastocks.com |
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