Daily Brief Thematic (Sector/Industry): Good Morning Japan |Tech Bid; Trump Indicated; NUGGET: BayCurrent-Japan's Digital/Salary Gap Winner and more

In today’s briefing:

Good Morning Japan |Tech Bid; Trump Indicated; NUGGET: BayCurrent-Japan’s Digital/Salary Gap Winner
SenseTime to Roll Out Its Own ChatGPT Rival in Mid-2023
China TMT Update(Mar.31) – Baba/ 700HK/1024HK/BILI/BIDU/ATAT: Baba Management’s Call

Good Morning Japan |Tech Bid; Trump Indicated; NUGGET: BayCurrent-Japan’s Digital/Salary Gap Winner

OVERSEAS. SPX Rally continues with further Tech gains; White House call for tighter Bank regulations; Trump indicated for hush money payment; US SEC seeking to ramp up Cryto oversight
JAPAN. NKY Futs +0.6% vs Cash; USDJPY 132.7; JP Equities to close quarter with >6% gains; TSE ramps up rhetoric againsts low PBR stocks; GIC lifts JP investment; Citadel Back
NUGGET. BayCurrent, – exploiting Japan’s Digital and Salary Gaps. With inflation rising in Japan, we expect increased DX spending and more skilled IT professionals to join BayCurrent. We remain bullish.

Chinese artificial intelligence leader SenseTime plans to launch its own chatbot model in mid-2023, the company said, becoming the latest tech company to join the global rush sparked by OpenAI’s ChatGPT.
Hong Kong-traded SenseTime said it made major progress in natural language processing and successfully developed a large pretrained model which will be rolled out in the middle of this year.
The model has been trained with more than 100 billion parameters to improve the performance of text generation and human-computer dialogue, SenseTime said Tuesday during its earnings call.

Baba: Baba management holds a call with investors to explain recent movements.
700HK/ 1024HK/ BILI/ BIDU：Wechat Open Class is held, more features are announced（+/-/-/-）
ATAT：Accor formed alliance with Douyin to further explore independent growth (+)

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