According to Bank of America, the Alibaba listing in 2014 led to the rise of China's "new economy" sector, attracting long-term global capital inflows, and DeepSeek may become the "Alibaba IPO moment" of the current Chinese stock market. The "holy grail" of China's Al development is not necessarily "best in class", but "good enough" to support China's large-scale AI applications and drive China's productivity growth and economic growth. The DeepSeek "shock wave" has a wide range of implications,...
1. Byte Speed AI: The Flow department has four major business lines and is poaching a large number of Baidu and Alibaba employees. Google, Intel, and Qualcomm plan to develop AI software through foundations to compete with Nvidia. Tesla is recruiting a user manual writer for the humanoid robot Optimus, with delivery starting next year. 4. It is reported that Meta is actively engaged in an AI talent war: candidates do not need to interview, and Xiao Zha personally "shakes people". 5. Meta launche...