From the launch of KeeTa we can see how enterprises are testing the waters of overseas business.

In late September, external summits such as the Alibaba Cloud Computing Conference have already launched the Wen Sheng video product. After OpenAI launched the inference model o1, a new round of financing is also expected to be finalized. From products to capital, the AI field is constantly progressing, and attention can be paid to the new paradigm of content interaction brought by AI empowerment in the media and internet sectors. Platform companies are actively seeking change, with Bilibili already starting the preheating of Double 11 promotions, Alibaba launching the Tongyi Wanxiang AI video feature, and the KeeTa platform of Meituan Waimai going online in Saudi Arabia in September 2024. Platform companies are actively exploring overseas businesses from improving their own quality to increasing efficiency, driving the enhancement of enterprises' competitiveness from both internal and external sources. After the peak of the mobile internet dividend, leveraging AI to empower the core business again, reducing costs, increasing efficiency, and then starting innovation. This week's key recommendations for Hong Kong stocks are as follows: Bilibili (09626): Has started the preheating of the Double 11 promotional strategy, pay attention to the progress of the third-quarter performance; Alibaba Group Holding Limited Sponsored ADR (09988): Launched a video generation model, pay attention to the progress of Alibaba Cloud and the promotion of overseas business; Meitu (01357): Will participate in Zcool Design Week in November 2024; For US stocks, Microsoft Corporation (MSFT.US) is worth attention in the future for the progress of the company's AI infrastructure fund with BlackRock, Inc.; For A shares, Citic Press Corporation (300788.SZ): As a central enterprise, Citic Press Corporation is collaborating with the Volcano Engine to create a new ecosystem for digital publishing; Shanghai Yaoji Technology (002605.SZ): Pay attention to the progress of the core business in the third quarter and the subsequent card business; Alpha Group (002292.SZ): Pay attention to the progress of the card business driven by subsequent IPs; Wanda Film Holding (002739.SZ): As a leading cinema chain company, pay attention to the progress of the film lineup. Risk reminders: Risks of changes in industry policies, risks of recommended companies' performance falling short of expectations, risks of industry competition; risks of changes in editing policies, risks of film and television works not progressing as expected and not being filed, risks of operating below expectations; risks of fluctuations in the epidemic and macroeconomic volatility. This article is sourced from the "Shizhu Media AI" WeChat public account, authored by Zhu Zhu and Yu Yue, analysts at Hua Shin Securities; GMTEight editor: Jiang Yuanhua.