Group 1: Technology Developments - Doubao mobile assistant faced issues with WeChat, leading to its temporary suspension of operations on the app due to privacy concerns [2] - Samsung launched its first tri-fold smartphone, Galaxy Z TriFold, which has raised questions about its practicality and thickness compared to competitors [2] - Elon Musk aims to transform the X platform into an upgraded version of WeChat, integrating information dissemination and financial payment functionalities [2] Group 2: Corporate Actions - Instagram will require employees to return to the office five days a week starting February 2, 2024, following a previous policy mandating three days in the office [3] - OpenAI reported service disruptions for ChatGPT, affecting some users, and stated that they are monitoring the situation [4] - Nvidia's CFO indicated that no final agreement has been reached with OpenAI regarding future collaborations, despite significant projected orders for AI chips [5] Group 3: Market Trends - Nearly 30 robotics companies have submitted applications to list on the Hong Kong Stock Exchange, potentially enhancing the market's robotics sector [6] - Canon announced the closure of its printing facility in Zhongshan, China, due to a long-term decline in the laser printer market [6] - Samsung's semiconductor division declined to sign long-term contracts for memory chips, opting for quarterly agreements instead, which may increase costs for the Galaxy S26 [7] Group 4: Financial Activities - Anker Innovations submitted its listing application to the Hong Kong Stock Exchange, with major investment banks as joint sponsors [8] - Daimeng Robotics completed a strategic financing round worth over 100 million yuan, aimed at advancing technology and market expansion [9] Group 5: Product Launches - Keling AI launched its new product "Keling O1," a multi-modal creative tool that integrates various input types into a single engine [11] - Alibaba updated its image generation and editing model Qwen-Image, which is now available on the Qianwen App for free use [12]

Simular’s AI agent wants to run your Mac, Windows PC for you https://t.co/3wUMKz8IBc ...

Market Trend & Disruption - AI pentesting agents are starting to perform on-par with human pentesters in routine tasks [1] - The routine pentest (pre-launch, post-refactor, quarterly checks) is shifting to AI [3] Cost & Time Efficiency - Traditional pentesting engagements cost $20 thousand to $50 thousand and take 4-6 weeks [4] - AI pentesting can be done in hours instead of weeks and at a fraction of the cost [1] Tool & Implementation - Strix, an open-source AI pentesting framework, replicates a $50 thousand service [1] - Strix spins up a team of AI "attackers" to probe web apps, APIs, and code [2] - Strix returns validated findings with exploit evidence, remediation steps, and a full PDF report [2]

Investment Rating - The report maintains a "Buy" rating for the company [7] Core Insights - The company's total revenue for Q3 2025 reached 21.4 billion RMB, a year-on-year increase of 3.4%, exceeding the consensus expectation of 1.4%, primarily driven by strong growth in the apparel category [1] - Non-GAAP net profit for Q3 2025 was 1.5 billion RMB, up 14.6% year-on-year, with a non-GAAP net profit margin of 7.0%, slightly better than the consensus expectation of 6.9% [1] - The company is expected to achieve positive year-on-year revenue growth in Q4 2025 and 2026 through differentiated supply and innovative marketing strategies [1][4] Revenue and User Metrics - The total GMV for Q3 2025 was 43.1 billion RMB, reflecting a year-on-year increase of 7.5% [2] - Product revenue accounted for 19.4 billion RMB (91% of total revenue), growing 2.3% year-on-year, surpassing the consensus expectation of 1.0% [2] - Active customers reached 40.1 million, a year-on-year increase of 1.5%, with the number of Super VIP (SVIP) users growing at a double-digit rate [2] Profitability and Cost Structure - The company's gross margin decreased by 1 percentage point to 23.0% year-on-year, below the consensus expectation of 23.5%, attributed to customer incentive measures [3] - Operating expense ratio increased by 0.3 percentage points to 18.5%, primarily due to a rise in return rates affecting fulfillment costs [3] - The management aims to achieve scale expansion through differentiated products and is deploying AI agents to enhance user experience and marketing efficiency [3] Future Guidance and Shareholder Returns - The company guides for Q4 2025 revenue growth to be flat to +5%, indicating a potential for positive year-on-year growth following Q3 2025 [4] - As of Q3 2025, the company has returned a total of 730 million USD (approximately 5.2 billion RMB) through dividends and buybacks in 2025, reaffirming that total shareholder returns will not be less than 75% of 2024's non-GAAP net profit [4] Earnings Forecast and Valuation - The report slightly adjusts the non-GAAP net profit forecasts for 2025/2026/2027 down by 1.8%/1.3%/1.0% to 8.6 billion RMB/9.1 billion RMB/9.3 billion RMB [5] - The valuation window is shifted to 2026, with a target PE of 9x for 2026 non-GAAP net profit, which is at a discount compared to the comparable company average of 14.3x due to lower revenue growth expectations [5][25] - The new target price is set at 22.69 USD, up from the previous 21.22 USD [5]

The group used it to launch an AI agent that then went on the attack https://t.co/RvZ0wnp5JX ...

gm. just woke up to my AI agent topping the leaderboard on @MavAgents.dreams do come true when you let AI take the wheel.the only problem is i rotated out of my own agent right before this run and captured exactly zero upside 😭 https://t.co/zZhuoFwcI3 ...

12 projects collectively raised $136 million last week.cereal_killer (@FBitach):Top 5 Crypto Fundraising Rounds last week 👇@Lighter_xyz – $68M> Ethereum-based ZK Rollup perpetual-futures exchange> @foundersfund, @RibbitCapital & @HaunVentures@AgentLISA_ai - $12M> An AI agent that uses LLM techniques to analyze smart‑contract code> @NGC_Ventures, https://t.co/76bXNSUDpp ...

Last week I had Pavel, creator of @MrFreeman0, on the show and he shared the lore behind his social media hit character.He also revealed how they plan to integrate AI agent elements into MrFreeman with the support of Base and 1inch https://t.co/7b7yPWikrR ...

I'm excited to announce the release of our latest LangChain Academy course, LangSmith Essentials. In this quickstart course, you'll learn to observe, evaluate, and deploy an AI agent in less than 30 minutes. Testing applications is an essential part of the development lifecycle, but LLM systems are non-deterministic, meaning we can't predict exactly what output a given input will produce.When you add multi-turn interactions and tool-calling agents into the mix, the process becomes even more complex and less ...

AI agent builder Genspark has secured more than $200 million from investors including LG Group’s investment arm in its latest funding round, becoming the newest billion-dollar startup in the artificial intelligence arena. https://t.co/Roz9XzXOJc ...