Group 1 - The company, Shikong Technology (605178.SH), has been mistakenly categorized as a "ride-hailing concept stock" by some media outlets [1] - The company clarifies that it does not engage in any ride-hailing business [1] - The company advises investors to make prudent judgments and rational decisions [1]

Core Viewpoint - Goldman Sachs predicts a significant acceleration in AI cloud business growth in Q2, driven by surging demand for AI inference and rapid development of AI applications, while competition in the food delivery sector is expected to lead to a substantial decline in platform profits [1][3][4]. Group 1: AI Cloud Business Growth - The AI cloud business of Chinese internet giants is expected to see a notable acceleration in growth during Q2, with Alibaba Cloud's revenue growth forecasted to increase from 18% in Q1 to 23% in Q2 [5][6]. - Despite being lower than Google Cloud's 32% and Microsoft Azure's 39% growth rates, this increase indicates a positive trend driven by the surge in AI inference demand [6]. - In June, ByteDance's daily token processing reached 15 trillion, while Alibaba's was around 4-5 trillion, highlighting the rapid growth in AI inference demand [6][7]. Group 2: Impact of Food Delivery Competition - Intense competition in the food delivery market is significantly impacting the performance of transaction platforms [8]. - As a result, Alibaba's EBITA is expected to decline by 16% year-on-year, while Meituan and JD's EBIT are projected to drop by 58% and 70%, respectively [9]. - Goldman Sachs estimates that Alibaba's food delivery business incurred losses of 11 billion yuan in Q2, which is expected to expand to 19 billion yuan in Q3 [9]. Group 3: Performance Disparities Among Companies - The report anticipates a divergence in performance among major platforms, with gaming and ride-hailing sectors expected to show resilience [11]. - Tencent is projected to report a revenue growth of 11% in Q2, with adjusted EBIT growth of 15%, driven by strong performance in its gaming segment [11][12]. - Meituan is expected to see a revenue increase of 16%, but its adjusted EBIT is forecasted to plummet by 58% due to intensified competition in food delivery [12]. - JD is also expected to grow revenue by 16%, but its adjusted EBIT is anticipated to decline by 70% [12].

曹操出行港股暗盘跌超13%，报36.3港元。招股书显示，截至2024年12月31日，曹操出行网约车业务版 图已扩展至136个城市，较2023年新增85城。公司全年实现营收147亿元，同比增幅达37.4%。曹操出行 6月17日在港交所公告称启动招股，计划全球发售4417.86万股股份，每股发售价为41.94港元，预计募资 18.53亿港元。 ...