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KWEB: China Tech May Hit The Pause Button
Seeking Alpha· 2025-10-08 18:00
Chinese stocks have sharply outperformed the S&P 500 so far this year. I was neutral on the KraneShares CSI China Internet ETF (NYSEARCA: KWEB ) in Q2 2024, noting a compelling valuation but a technical situation that still needed some work. Well, a breakoutFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My ...
Google to invest 5 billion euros in Belgium, creating 300 jobs
Reuters· 2025-10-08 17:58
U.S. tech giant Google announced on Wednesday plans to invest 5 billion euros ($5.80 billion) in Belgium, which the compay said would create a further 300 jobs in the country. ...
阿里巴巴通义千问技术负责人组建内部机器人AI团队
Xin Lang Cai Jing· 2025-10-08 15:57
阿里巴巴高管林俊旸称,该公司已成立"机器人和具身AI小组"。林俊旸的帖文显示,该团队隶属于负责 开发旗舰AI基础模型的通义千问。这位高管目前担任通义千问的技术负责人,参与了可处理声音、图 像及文本输入的多模态模型的研发。林俊旸表示,多模态模型正被转化为能够执行长时序推理任务的基 础智能体,这些应用"理应从虚拟世界迈向现实世界!" ...
China Internet Stocks Heat Up. 3 Lesser-Known Names With Bullish Charts
Barrons· 2025-10-08 15:41
An entertainment platform, a digital freight company, and an online recruiter. ...
微信有大变化!最新的“后悔药”来了
Qi Lu Wan Bao· 2025-10-08 14:58
对于微信的撤回消息功能大家都不陌生吧?当我们发出消息后,若发现错误,在2分钟内长按消息,选择"撤回",可撤回已发送的消息(包括文字、图 片、语音等),对方会看到"对方撤回了一条消息"的提示。 现在,撤回消息有新变化了。 部分网友发帖称,微信聊天框中长按两分钟内发送的消息并点击"撤回"时,现在有两个选择:"撤回该条消息"和"撤回本次发送的全部消息"。 也就是说新增了"撤回本次发送的全部消息"选项,点击后就能直接一次性撤回本次发送的全部消息,不需要逐条操作撤回。 无论是发错的文字信息还是图片内容,都可以批量撤回。这样能有效提升消息撤回效率,解决发错多条消息时的燃眉之急,再也不怕发错消息时手忙脚乱 却撤不完的情况了。 有网友表示: 有了这个很放心! 能解燃眉之急, 赶紧研究一下。 需要说明的是, 目前该功能还在 小范围灰度测试, 只有极少数用户可以体验, 如果你的微信还没有这个功能, 需要再等等该功能正式开放。 关于微信撤回功能 其实不同的消息类型, Word、Excel、PPT、PDF、MP3、压缩包等文件可以在发送后3小时内撤回。 因此,担心发错照片的话,我们只要换种方式发,即使超过了2分钟也可以撤回。 打开需 ...
国泰海通 · 晨报1009|海外策略、固收
每周 一 景:湖南衡阳衡山 点击右上角菜单,收听朗读版 【 海外策略】"秋日胜春朝"——四季度港股市场展望 上半年港股明显占优, 6 月后表现偏弱, 9 月以来已经重拾升势。 今年上半年,港股表现优异,涨幅在全球市场中居于前列,恒生指数、恒生科技指数最大 涨幅分别达到 33% 、 49% 。 6 月中旬至 8 月底港股股指阶段性表现弱于 A 股,港股科技板块跑输现象更为明显,这一现象或与港股权重科技稀缺资产表 现不佳存在一定关联。一方面,海内外科技巨头持续加码算力资本开支,对算力硬件端提振较大。另一方面阿里、京东和美团在外卖业务加大补贴,科技巨头 盈利增速一致预期持续下修,叠加近期 AI 应用软件端的催化相对较少,使得港股权重科技龙头股表现不佳。进入 9 月以来,伴随阿里巴巴、百度等互联网大 厂在 AI 领域的乐观情绪发酵,互联网叙事逐步转向" AI 赋能",港股指数表现明显回暖,其中科技板块弹性更大。 当前港股估值其实并不高,科技板块性价比更加突出。 港股自 2024 年初后已处于牛市氛围中,今年以来也维持了震荡上行的格局。尽管港股市场前期积累 的涨幅已经较为可观,但目前估值仍不算高。尤其港股科技板块低估优 ...
Google to invest $10B to set up data center cluster in India
Seeking Alpha· 2025-10-08 12:57
Group 1 - Alphabet's Google plans to invest $10 billion to establish a 1-gigawatt data center cluster in Visakhapatnam, Andhra Pradesh, India [2] - The details of the agreement are expected to be finalized between Google's top executives [2]
Apple, Meta close to settling cases related to EU's Digital Markets Act (META:NASDAQ)
Seeking Alpha· 2025-10-08 12:07
Apple (NASDAQ:AAPL) and Meta Platforms (NASDAQ:META) are close to settling two antitrust cases with the European Commission, as the companies look to avoid escalating fines from the EU regulator, the Financial Times reported. The companies are in the final stages ...
Meta Platforms (META) Gains Confidence from Citizens as AI Advertising Tools Scale
Yahoo Finance· 2025-10-08 10:01
Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, Citizens analyst Andrew Boone reiterated a Market Outperform rating and $900.00 price target on the stock. Meta’s progress with AI-generated advertising tools has reinforced the firm’s bullish view. As per the firm, an estimated 2 million advertisers are already using the company’s video generation tools. These tools aren’t just helping to lower creative costs but also paving way for greater pers ...
Bill Ackman's Bet On Google Pays Off: Up $830 Million Since Q2
Benzinga· 2025-10-07 17:18
Legendary investor Bill Ackman made a big bet on Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL), picking the company as one of the winners in the artificial intelligence space. The initial stake and increased position size in Alphabet have paid off nicely for Ackman in recent months.GOOGL is having a challenging session today. Find out why here.What Happened: Ackman took an initial stake in Alphabet in 2023 and has added to the position in the Pershing Square portfolio in recent quarters.In the second quarter, Ac ...