JF SmartInvest (9636 HK) - Seizing Opportunities Amid a Traffic Paradigm Shift
JF SmartInvest is a leading online investment decision-making solution provider in China leveraging its scaled MCN matrix to capitalize on the wave...
235 Views
Internet - 2026 Outlook- Bridging legacy and future: A pivotal year
We believe 2026 will be a pivotal year for competing for user mindshare in the AI era, with key focuses on lowering AI adoption thresholds,...
184 Views
US Internet & Software - 2026 outlook: AI applications to ramp up; eyes on AI investment return
Looking ahead to 2026, we believe competition in the large language model (LLM) industry will further intensify, while monetization of AI...
340 Views
CMBI Fixed Income - Japan Lifers: Yield Pick-Up Plays over Peers
At the time of writing, JP lifers have outstanding USD papers totaled USD27.5bn, representing 45% of the total outstanding USD papers issued by...
301 Views
Innolight (300308 CH) - A Clear Beneficiary of Global AI Infrastructure Capex
2025 has proven a standout year for optical transceiver suppliers with high AI exposure, with domestic industry leader Innolight delivering stellar...
226 Views