Lates News

Tianfeng Securities research report believes that the outlook for Q2 and the second half of the year revolves around the core logic of "Alibaba Chain ecosystem + domestic substitution + AI application diffusion". The ecosystem centered around Alibaba Chain, with its deep accumulation in traffic entry, model capabilities, cloud and autonomous hardware, is expected to become the "chain leader" driving the development of related ecosystems in vertical industries such as finance and government. Against this background, domestic computing power and semiconductor sectors are expected to benefit from policy support, autonomous controllability, and technological iteration, with the outlook for prosperity continuing to rise; at the same time, AI applications and SaaS will accelerate their diffusion into vertical industries such as financial IT and intelligent vehicles.