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...
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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,...
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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...
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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...
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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