Company Overview - BillingPlatform is a cloud-based payments company that provides billing, invoicing, payments, subscription, and revenue management services [3]. Leadership Change - Chris Bishop has been appointed as the new CEO of BillingPlatform, succeeding Dennis Wall, who will remain on the board of directors [6]. - Bishop previously served as the chief customer officer at Conga and has over 20 years of experience in enterprise software [6]. Financial Background - BillingPlatform has raised a total of $104 million, with the most recent funding round being a $90 million investment from FTV Capital in January 2024 [4]. - FTV Capital's investment portfolio includes several companies in the payments sector [4].

Core Insights - PepsiCo, Inc. (NASDAQ: PEP) is recognized as one of the most undervalued blue chip stocks currently available for investment [1] Group 1: Analyst Ratings and Market Position - Citi has raised its price target for PepsiCo from $165 to $170, maintaining a 'Buy' rating, reflecting improved stock fundamentals due to inventory destocking cycles and easing consumption comparisons [2] - Analysts express moderate enthusiasm for the non-alcoholic beverage sector, indicating that PepsiCo is well-positioned to leverage efficiency gains for steady earnings momentum [2] Group 2: Strategic Collaborations and Innovations - PepsiCo announced a multi-year collaboration with Siemens and Nvidia aimed at digitizing and re-engineering its global manufacturing and supply chain using AI-driven digital twins [3] - This partnership supports PepsiCo's transition to a digital-first planning model, allowing for virtual simulations and optimizations of plants and warehouses before physical implementation [3] - The company is expected to benefit from a lower-cost growth path, faster capacity scaling, and improved returns on invested capital amid rising demand for production and distribution capacity [3] Group 3: Market Position and Comparisons - PepsiCo operates in the snacks and drinks sector across diversified regional segments, indicating its strong market presence [4] - While PepsiCo shows potential as an investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4]

深圳商报·读创客户端记者 宁可坚 近期，证监会公布境外发行上市备案补充材料要求（2026年1月5日—2026年1月9日），其中，对华付技术出具了补充材料要求。 华付技术共有五大方面需要补充说明： 华付技术官网显示，公司成立于2015年，是一家基于AI算法、算力和自研软硬件技术的行业应用创新型公司。公司总部位于深圳， 并在北京、广州、成都、南京、济宁、杭州、武汉、长沙、昆明、香港等全国各主要城市布局，为客户提供强有力的服务保障。 第一，华付技术需要说明，公司历次增资及股权转让定价依据，是否实缴出资，是否存在未履行出资义务、出资方式存在瑕疵的情 形，并就公司设立及历次股权变动是否合法合规出具明确结论性意见； 按照要求，对公司历史沿革中是否存在股份代持情形进行核查；公司关于香港华付技术、华付技术国际两家境外控股子公司涉及的 设立及股权转让事项未履行境外投资手续是否合法合规出具明确结论性意见，及当前手续办理进展情况； 公司其他股东正奇科技、仲凯盛堂、星联网科技涉案股权已被冻结，进一步说明案件进展情况。 第二，说明最近12个月内新增股东入股价格的合理性，该等入股价格之间存在差异的原因，并就是否存在利益输送出具明确结论性 ...

Core Insights - The AI application sector is experiencing strong growth, with 2026 anticipated as a pivotal year for transitioning from "technology validation" to "commercial promotion" [1] - The logic of large models serving as a dual hub for traffic and commercial conversion is becoming increasingly evident [1] Company Developments - HuTongDa Network (09878) is focusing on customer value and plans to leverage AI to enhance technological and product leadership, thereby empowering clients to innovate business models and reshape the growth engine of commercial circulation [1] - In the first half of 2025, HuTongDa achieved over 60 million yuan in AI-related revenue, marking a significant breakthrough from zero [1] - The company is intensifying investments in building an "AI industry platform" to improve the precision of supply and demand in urban and rural commodity circulation, enhance customer marketing services, and optimize consumer experiences [1] Industry Collaborations - HuTongDa is integrating top AI industry resources through comprehensive AI cooperation, equity participation, and mergers and acquisitions [2] - The company is constructing an AI infrastructure tailored for domestic lower-tier markets by leveraging resources from partners like Alibaba Cloud and Cognitive Boundary, focusing on foundational computing power, big data, and operations [2] - This infrastructure aims to provide comprehensive access to AI applications for upstream manufacturing enterprises, circulation suppliers, retail stores, and consumers [2]

Core Viewpoint - Truecaller AB has been actively repurchasing its own B shares as part of a buyback program initiated in May 2025, with a total of 1,603,541 shares repurchased during the week of January 5-9, 2026, representing 0.45% of outstanding capital [1][2]. Share Buyback Program - The buyback program allows Truecaller to repurchase shares until the Annual General Meeting (AGM) in May 2026, with the total repurchased shares since the program's inception reaching 8,644,594, or 2.44% of outstanding capital [1][2]. - The Board was authorized to buy back B-shares up to a limit of 10% of the total number of outstanding shares as of the AGM date [2]. Weekly Buyback Details - During the week of January 5-9, 2026, the daily aggregated volume of shares repurchased was as follows: - January 5: 150,000 shares at an average price of SEK 18.52 - January 6: 850,000 shares at an average price of SEK 17.98 - January 7: 503,541 shares at an average price of SEK 17.91 - January 8: 100,000 shares at an average price of SEK 18.16 - The total transaction value for the week amounted to SEK 28,891,804 [3]. Total Holdings and Outstanding Shares - As of January 9, 2026, Truecaller holds a total of 12,589,926 B shares and 5,013,786 C shares, which corresponds to 4.98% of the outstanding capital [4]. - The total number of shares in Truecaller, including its own shares, is now 353,790,721, while the number of outstanding shares, excluding own shares, is 336,187,009 [4]. Historical Buyback Summary - A summary of Truecaller's buyback programs shows the following: - October 2022 - May 2023: 281,779 shares at an average price of SEK 33.99, total value SEK 451,447,668 - June 2023 - May 2024: 365,336 shares at an average price of SEK 31.78, total value SEK 488,310,378 - June 2024 - May 2025: 945,332 shares at an average price of SEK 36.35, total value SEK 143,397,037 - June 2025 - present: 8,644,593 shares at an average price of SEK 26.47, total value SEK 228,786,009 - The total accumulated buybacks amount to 41,237,041 shares at an average price of SEK 31.81, with a total transaction value of SEK 1,311,941,092 [5].

Group 1 - YunSai ZhiLian's stock price increased by 5.16% to 20.98 CNY per share, with a trading volume of 869 million CNY and a turnover rate of 3.94%, resulting in a total market capitalization of 28.694 billion CNY [1] - The stock has risen for six consecutive days, with a cumulative increase of 7.26% during this period [1] - YunSai ZhiLian specializes in providing core hardware and software products and comprehensive solutions for smart cities, with revenue composition as follows: cloud computing and big data 53.32%, industry solutions 42.35%, smart products 7.33%, and other products 0.12% [1] Group 2 - Xiangcai Fund holds a significant position in YunSai ZhiLian, with its fund "Xiangcai Innovation Growth One-Year Holding Period Mixed A" (011550) holding 200,000 shares, unchanged from the previous period, accounting for 4.69% of the fund's net value [2] - The fund has generated a floating profit of approximately 206,000 CNY today and 270,000 CNY during the six-day rising period [2] - The fund was established on March 24, 2021, with a latest scale of 77.1417 million CNY, and has achieved a year-to-date return of 8.4% [2] Group 3 - The fund manager of Xiangcai Innovation Growth One-Year Holding Period Mixed A is Che Guanglu, who has a total tenure of 13 years and 321 days [3] - The total asset scale of the fund is 418 million CNY, with the best fund return during the tenure being 54.67% and the worst being -40.29% [3]

大数据ETF(159739)，场外联接(A：021090；C：021091；I：022882)。 大数据ETF紧密跟踪中证云计算与大数据主题指数，中证云计算与大数据主题指数选取50只业务涉及提 供云计算服务、大数据服务以及上述服务相关硬件设备的上市公司证券作为指数样本，以反映云计算与 大数据主题上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证云计算与大数据主题指数(930851)前十大权重股分别为科大讯 飞、金山办公、中际旭创、新易盛、浪潮信息、中科曙光、紫光股份、恒生电子、润泽科技、拓维信 息，前十大权重股合计占比50.01%。 GEO概念全线爆发，AI大模型持续发展下，市场认为GEO推动广告投放升级，AI应用有望呈现高景 气。消息面上，马斯克当地时间1月10日在社交媒体平台X发文称，将在一周内正式开源X平台最新的内 容推荐算法。这一举动被市场普遍解读为"马斯克也要涉足GEO"。 太平洋证券认为，GEO生成式引擎优化是面向生成式AI应用的广告投放技术，其通过广告内容投喂， 使得广告内容被纳入AI信息库，进而提升广告内容在AI生成内容中的被引用概率。从投放策略来看， GEO不仅涉及投放执行 ...

Group 1 - The AI application sector continues to rise, with companies like ZhiDeMai, Guangyun Technology, and Chuanwang Media hitting the daily limit up, while BlueFocus has surged over 15%, reaching a historical high [1]

Group 1 - The core viewpoint of the articles highlights the shift in user information search habits from traditional search engines to AI-driven question-and-answer platforms, indicating a transformation in market competition [2][3] - Weimob Group has officially launched its Generative Engine Optimization (GEO) solution, Weimob Xingqi, aimed at enhancing brand visibility within the AI ecosystem and driving brand exposure and performance growth in the AI search era [2] - Gartner predicts that by 2028, 50% of search engine traffic will be consumed by AI searches, emphasizing the urgency for brands to adapt to this new traffic ecosystem [2] Group 2 - The Weimob Xingqi solution utilizes AI-driven non-linear logic based on search intent, employing full-link data monitoring, intelligent content generation, and smart distribution to enhance brand visibility in AI dialogues [3] - The solution has already been implemented across various industries, including consumer goods, digital appliances, business services, and software applications, showcasing its versatility [3] - Weimob Group's self-developed core technology and the launch of Weimob Xingqi signify a further enhancement of its "AI + Marketing" business layout, with plans to expand strategic initiatives in enterprise, personal consumer, and overseas markets [3]

Core Insights - Weimob Group (2013.HK) has launched the Weimob Star Start solution, utilizing self-developed Generative Engine Optimization (GEO) technology to enhance brand visibility in the AI ecosystem and drive performance growth for clients [1][2] - The shift from traditional search to AI-driven search is transforming the traffic ecosystem, with Gartner predicting that by 2028, 50% of search engine traffic will be captured by AI searches [1][2] Group 1 - The Weimob Star Start solution aims to improve brand presence in the AI era by enabling brands to be discovered, understood, and recommended through a new conversational information entry point [2] - The solution employs AI-driven non-linear logic based on search intent, facilitating a full-link marketing loop that includes capturing user intent, diagnosing AI visibility, and content strategy planning [2][3] - The business of Weimob Star Start has already expanded across various industries, including consumer goods, digital appliances, business services, and software applications, showcasing strong market demand and commercial conversion capabilities [2][3] Group 2 - The launch of the Weimob Star Start solution signifies Weimob Group's further enhancement of its "AI + Marketing" business layout, positioning itself in the trillion-dollar brand marketing sector [3] - Over the past three years, Weimob has focused on AI Agent application ecosystems, reshaping its core SaaS and precision marketing business models while exploring opportunities in both consumer and overseas markets [3][4] - Weimob is strategically positioning itself at a critical juncture in the evolution of AI marketing technology, aiming to transform from content production tools to information distribution infrastructure [4]