Group 1 - The U.S. House of Representatives passed a significant tax and spending bill proposed by the Trump administration, which includes a controversial provision regarding AI regulation that prohibits states from enforcing any laws or regulations on AI models, AI systems, or automated decision-making systems for the next ten years [1] - The addition of the AI regulation clause sparked concerns within the tech industry about the future development and use of AI in the U.S., leading to a shift in reliance towards independent AI systems in other countries [1] Group 2 - Hong Kong-listed AI company, HuiLian Technology (01860), reported a strong revenue growth of 54.6% year-on-year in Q3 2024, achieving revenue of $416 million, primarily driven by its programmatic advertising platform, Mintegral, which generated $402 million, a 57.6% increase [2] - Another Hong Kong-listed AI firm, Fubo Group (03738), saw a 20% increase in revenue to HKD 2.4 billion in 2024, with gross profit rising 24% to HKD 1.1 billion and a gross margin improvement of 1.3 percentage points to 43.8%; adjusted net profit surged 380% to HKD 180 million, attributed to the expansion of U.S. operations and improved operational efficiency [2]
美国或禁止各州未来十年执行AI监管 出海AI科技企业受益（附概念股）
Zhi Tong Cai Jing·2025-05-23 06:52