Workflow
The 720- 中国互联网（人工智能、云计算、阿里巴巴）、中国消费（动态观察、白酒第三季度前瞻、百威亚太）、环球晶圆、日本房地产-_ China Internet (AI, Cloud, Alibaba), China Consumer (Pulse Check, Spirits 3Q preview, Bud APAC), GlobalWafers, JP Property
2025-09-17 09:51

17 September 2025 | 7:19AM HKT The 720: China Internet (AI, Cloud, Alibaba), China Consumer (Pulse Check, Spirits 3Q preview, Bud APAC), GlobalWafers, JP Property In Focus | China Internet - AI, Cloud, Alibaba China Internet - Focus around multi-modal with renewed AI Infrastructure narratives. A number of key developments across AI infrastructure/model/application layers in China have been noteworthy, including 1) renewed narratives around the AI infrastructure layer, post Alibaba's cloud/capex beat; 2) new ...