Core Insights - Alphabet's shares have outperformed both the S&P 500 and the Magnificent 7 this year, indicating strong market performance [1] - Oppenheimer analysts favor Alphabet over Meta, setting a price target of $300 for Alphabet and $825 for Meta, reflecting a preference for Alphabet's more conservative estimates and lower valuation [2][6] Performance Comparison - Both Alphabet and Meta have shown strong performance, surpassing the Magnificent 7 ETF and the S&P 500 [1] - Despite the overall success of the Magnificent 7, three of the stocks within this group have underperformed the S&P 500 year-to-date, suggesting a need for selective investment [3][4] Analyst Recommendations - Oppenheimer's analysts believe that Alphabet's shares present a friendlier valuation and more conservative street estimates compared to Meta [2][6] - The analysts express a bullish outlook on Alphabet in the near term, while remaining positive about Meta's long-term potential in AI [4] Market Trends - There is a noted increase in market breadth, with more stocks outside the Magnificent 7 contributing to the index's performance, indicating a healthier market environment [5] - Rising valuations among companies and clarity on tariffs and interest rate cuts could positively impact the U.S. equities market, which has lagged behind European markets [7]

Core Insights - Hongguo Short Video has initiated a limited internal test for short video e-commerce, allowing users to receive "search similar items" prompts while watching short videos [1] - The "search similar items" feature is reportedly available across almost all short videos on the Hongguo platform, indicating a comprehensive integration of e-commerce functionalities [1] - This feature is a replication of a basic function from Douyin, suggesting a strategic move to enhance user engagement and monetization on the Hongguo platform [1] Summary by Categories Company Developments - Hongguo Short Video has launched a new e-commerce feature that prompts users to search for similar products while viewing content [1] - The integration of the "search similar items" function is extensive, covering nearly all short videos available on the platform [1] Industry Trends - The move to incorporate e-commerce features in short video platforms reflects a growing trend in the industry, where user engagement is increasingly linked to shopping capabilities [1] - Douyin's influence is evident as Hongguo adopts similar functionalities, highlighting competitive dynamics within the short video and e-commerce sectors [1]

Core Insights - Google has returned $343 billion to shareholders over the last decade through dividends and buybacks, driven by its dominance in the digital advertising market, which generated $264.6 billion in advertising revenue in 2024, accounting for 75.6% of its total revenue of $350 billion [2][3] - The company's business model is highly cash-generative due to minimal marginal costs associated with digital advertising, resulting in a net income of $100.1 billion for 2024 [3] - Google Cloud has become a significant cash contributor, generating $43.2 billion in 2024, benefiting from the shift of enterprises to AI-powered cloud services [4] Financial Performance - Google's search advertising revenue reached $198.1 billion in 2024, while YouTube contributed $36.1 billion, showcasing the strength of its advertising platforms [2] - The company maintains a free cash flow margin of nearly 18.0% and an operating margin of 32.7% in the last twelve months [11] - Revenue growth for Google was 13.1% in the last twelve months, with a three-year average growth rate of 10.2% [11] Market Position - Google stock has returned the third highest amount to shareholders in history, indicating strong management confidence in the company's financial health [6] - The total capital returned to shareholders as a percentage of market cap appears inversely proportional to growth prospects for reinvestments, with companies like Meta and Microsoft showing faster growth but lower capital returns [8] - Alphabet stock trades at a P/E multiple of 26.6, offering higher valuation, revenue growth, and better margins compared to the S&P [11]

Key Points Google Search continues to grow revenue despite rising competition. Google Cloud is a high-growth division to watch. Alphabet's stock still trades at a discount compared to its peers. 10 stocks we like better than Alphabet › Earnings season is upon us, and it's possible that some stocks could make some large movements following their quarterly announcements. One that I've got my eye on that has significant momentum is Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Since reporting Q2 earnings ...

Core Viewpoint - The article discusses the potential of AI in the field of education, particularly focusing on its role in addressing the needs of children and adolescents, including those with mental disabilities, and the importance of ensuring privacy and emotional support in these interactions [1][13][29]. Group 1: AI in Education - AI is being explored as a tool to provide emotional value and support to children, especially in sensitive topics such as sexual orientation and personal safety [1][13]. - The "AI for Children's Good" initiative aims to create a public corpus for AI training, focusing on vulnerable groups, with the first phase targeting the elderly and the second phase focusing on children in difficult situations [6][12]. Group 2: AI for Vulnerable Groups - The "AI for Children's Good" program emphasizes the need for AI to address the challenges faced by marginalized groups, including urban migrant children and low-income families [10][12]. - The initiative includes a live broadcast event featuring experts from various fields to discuss the current state and challenges of sex education for children and adolescents [13][32]. Group 3: Expert Contributions - The event will feature experts such as He Siqian, a designer focused on child-friendly AI products, who advocates for responsible and empathetic AI design [17][19]. - Zhang Yaohua, a practitioner in sex education, has successfully implemented programs in over 4,000 schools, benefiting more than 5 million young people [20][22]. - Zhang Zhen, a director at a community service center for individuals with mental disabilities, explores innovative applications of AI in addressing key issues such as mental health and sexual education for this demographic [25][27].

Core Viewpoint - The Hong Kong stock market is experiencing a collective rise, particularly in the technology sector, driven by investor optimism regarding China's potential in key technology fields and the ongoing AI revolution [1][2]. Group 1: Market Performance - On October 20, the three major indices in Hong Kong collectively rose, with the Hang Seng Technology Index increasing by over 3% [1]. - Major stocks in the technology sector, including Alibaba, NIO, and Baidu, saw significant gains, with Alibaba rising over 4% [1]. Group 2: Investment Insights - Guotai Junan Futures highlighted a systematic reassessment of China's breakthrough potential in key technology areas, shifting the market's focus from "Chinese domestic demand assets" to "Chinese technology assets" [1]. - The Hang Seng Technology Index ETF (513180) is currently valued at 22.13 times earnings, which is below 75% of its historical valuation since inception, indicating potential for future growth [2]. - The market is expected to benefit from trends in AI and potential foreign capital inflows due to a favorable interest rate environment, with continued support from southbound capital [2].

Group 1 - The event "Net Information Warm 'New'" aimed to enhance the role of party building in promoting collaboration between Zhuhai and the Hengqin Guangdong-Macao Deep Cooperation Zone in the internet industry, attracting around 70 representatives from various organizations [1][7] - Participants visited leading internet companies in Zhuhai, such as Kingsoft and YuanGuang Software, to explore how party building integrates with core technology development and corporate culture, showcasing successful models for peers [3][5] - In the Hengqin area, representatives experienced the innovation vitality in cross-border e-commerce and big data, highlighting the strategic advantages and potential of enterprises under the guidance of party building [5][7] Group 2 - During discussions, representatives brainstormed on how party building can become a visible productivity driver and how "party building red" can enhance corporate development, providing a new understanding of the relationship between party building and business growth [7] - The Zhuhai Internet Industry Party Committee emphasized the importance of cross-regional and cross-sector collaboration, aiming to foster continuous exchanges and cooperation between internet companies in Zhuhai and Hengqin [7]

Core Points - The "Hai" Good to Have You - Beijing Zhongguancun Campus Recruitment Season Launch Ceremony and Haidian District 2025 Autumn Comprehensive Job Fair was held on October 18 [1] - Over 80 companies participated in the job fair, offering more than 1,000 job positions, attracting over 1,000 young students from more than 50 universities [1] - The recruitment event also set up a sub-venue in Hong Kong and simultaneously released job postings in Singapore, allowing global talent to share opportunities in Haidian [1] - A "Corporate Mentor Team" consisting of representatives from five companies, including Xiaomi, Huawei, Meituan, Baidu, and Yuezhianmian, was present to answer questions and assist students in staying in Haidian to achieve their career dreams [1] - The Zhongguancun Campus Recruitment Season will continue until March 2026, featuring over ten dual-selection matching events and providing thousands of quality job positions, releasing over ten thousand recruitment demands [1]

"数字技术的红利不能只被少数国家或精英阶层独占，而应让全人类共享。"任贤良表示，呼吁"开放合 作"，就是要反对单边主义和保护主义，推动构建开放型数字技术共享平台；强调"安全普惠"，就是呼 吁各国共同建立可信、可靠的网络空间；关注"数智未来"，是希望推动全球社会共同把握新一轮科技革 命机遇，凝聚共识、共建规则，确保数智技术在安全、可信、可控的轨道上行稳致远，真正造福全人 类；"携手构建网络空间命运共同体"始终是世界互联网大会国际组织一贯坚守的理念宗旨。(完) 当前，人工智能新技术不断突破，新业态持续涌现，新应用加快拓展。同时，人工智能技术伴生诸多风 险挑战，广大发展中国家也远未真正从中受益，智能鸿沟和数字鸿沟叠加，进一步加剧各国间发展上的 不平等。 中新社北京10月17日电 (记者刘育英)在17日于北京举行的2025年世界互联网大会乌镇峰会新闻发布会 上，世界互联网大会秘书长任贤良表示，数字技术的红利不能只被少数国家或精英阶层独占，而应让全 人类共享。 任贤良表示，技术霸权滥用、伦理风险加剧等问题也引发全球各方高度关切。一些国家在数字领域推行 技术保护主义、供应链"脱钩断链"、构筑"小院高墙"，严重阻碍了数字技 ...

▽以下是正文 有网友谈到，如果做了类似"三天可见"的设置，家属拿回账号就能更好怀念逝者。对此，主流法律意见认为，逝者对朋友圈内容设置可见时间、范围， 属于逝者生前另有安排的内容，受到《中华人民共和国个人信息保护法》的保护。不过，可能很多用户在设置时并没有考虑过去世后的情况，这个议题 有待继续讨论。 对外经贸大学数字经济与法律创新研究中心主任许可表示："因为平台账号资源有限、安全策略等，对不活跃账号进行回收，是互联网平台的通行策略。 这一次，出于逝者纪念的需求，微信对不活跃账号不执行回收策略，迈出了重大的一步。"他也强调："关于逝者账号的移交、继承及逝者近亲属对个人 信息查阅、删除等问题，还需要法律、伦理专家、平台、有关部门共同参与，深入讨论，制定有温度、合法合规且有可操作性的合同安排和法律规范。" 来源 /新华社 总编/杨锐 责编/张云龙 值班编辑/孔德云 编排/刘金娇 近日，话题"人去世了微信朋友圈会消失吗"在网上引发关注。记者16日从微信确认，从今年9月开始，微信对长时间不使用的微信账号已不再进行回收处 理，不活跃账号的朋友圈内容同样不会清理。 针对朋友圈为什么没有二次编辑和访客功能，微信公关总监"@微信 ...