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2025-03-07 09:45:51 BOCI opined in its research report that the pace of innovation in China's AI ecosystem continues to accelerate following DeepSeek. Recently, BABA-W (09988.HK)'s QwQ-32B and Manus.ai have made remarkable progress in the market, suggesting breakthroughs in open-source LLMs and universal AI agent frameworks. As indicated by the report, the QwQ-32B, released on March 5, matches or even surpasses the performance of DeepSeek-R1. With the support of a unique reinforcement learning framework, the QwQ-32B is even more cost-effective than DeepSeek. It is also pointed out in the report that China's tech industry will continue to significantly benefit from the rise of Chinese AI technology, especially considering that Chinese companies still have attractive valuations compared to most US counterparts. The main industry beneficiaries identified by BOCI included AI applications like KINGDEE INT'L (00268.HK) and KINGSOFT (03888.HK); edge AI hardware like XIAOMI-W (01810.HK), SUNNY OPTICAL (02382.HK), and AAC TECH (02018.HK); and semiconductors like SMIC (00981.HK), HUA HONG SEMI (01347.HK), and ASMPT (00522.HK). The broker's top picks were XIAOMI-W, KINGSOFT, and ASMPT. ~ AAStocks Financial News Web Site: www.aastocks.com | |