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<Research>CMSI Reiterates BABA-W as Top Pick; Continuous Innovation Drives Earnings & Valuation
Recommend 28 Positive 49 Negative 11 |
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BABA-W (09988.HK) officially launched its flagship AI application Qianwen APP, according to CMSI's research report. Positioned as Alibaba's most powerful official AI assistant, this app features capabilities like conversational interaction, intelligent writing, and a multimodal omnipotent camera. Compared to ChatGPT's model of connecting to third-party applications, CMSI believes Alibaba's self-built full-ecosystem product system and free strategy constitute a competitive advantage. In the short term, attention should be paid to daily active user growth. Based on Alibaba's strong execution, business synergy, and full-stack technical product system that form its core AI beneficiary position, CMSI reiterated the company as its top pick, with a Buy rating. AAStocks Financial News |
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