AI, Biometrics, Robotics etc. 02 (Jun 23 - Dec 26)

[winston]

<Research>CLSA Expects US-CN AI Race to Intensify in 2026; 6 Top Picks Include TENCENT, BABA-W

The Chinese internet sector delivered strong performance in 2025, with DeepSeek leading domestic AI trends, CLSA opined in a research report.

The growth was expected to carry forward into 2026, particularly with intensified competition in agentic and video generation applications.

China and the US will engage in direct competition globally in AI models, applications, cloud services and autonomous driving (Robotaxi).

Despite geopolitical challenges, Chinese gaming and e-commerce sectors continued to expand briskly in overseas markets. However, the broker maintained a cautious outlook on the domestic e-commerce sector.

In terms of investment strategy, CLSA favored AI, gaming, and health-related sectors, forecasting sector revenue and adjusted EBIT to grow by 12% and 29% YoY, respectively, and believed China is poised to lead globally in AI application implementation.

CLSA named six top picks for 2026, including TENCENT (00700.HK), XIAOMI-W (01810.HK), BABA-W (09988.HK), NETEASE MUSIC (09899.HK), KUAISHOU-W (01024.HK) and JD-SW (09618.HK), specifically highlighting optimism about BABA-W's cloud business, TENCENT's AI applications, and XIAOMI-W's consumer AI devices.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[behappyalways]

Breaking 10 seconds in a second! China unveils "Robotic Flying Man," breaking world record.

秒速破10!大陸推「機器飛人」 刷新世界紀錄｜TVBS新聞 ‪@TVBSNEWS02‬

https://m.youtube.com/watch?v=bIaRfy_ufxM

[behappyalways]

Humanoid Robots Get "Brains" As Dual-Use Fears Mount
https://www.zerohedge.com/technology/hu ... ears-mount


Robot armies train with Shaolin monks! Preparing for science fiction.
機器人大軍與少林寺武僧練武! 備戰科幻「功夫秀」｜TVBS新聞 ‪@TVBSNEWS02‬
https://m.youtube.com/watch?v=NAgq_CFHcYQ


Humanoid Robot Nails Perfect Backflip As Mobility Progress Accelerates At Scary Pace
https://www.zerohedge.com/technology/hu ... scary-pace

[behappyalways]

You eventually start to realize, no job is safe
https://x.com/Codie_Sanchez/status/2021593621703557206


Microsoft AI CEO Warns Most White Collar Jobs Fully Automated "Within Next 12-18 Months"; Anthropic Fears Potential For 'Heinous Crimes'
https://www.zerohedge.com/ai/microsoft- ... -18-months

[behappyalways]

Don't blink! Yushu Robot's martial arts performance at the Spring Festival Gala was incredibly smooth, featuring backward parkour and a street dance "windmill" routine that will leave you speechless!

一刀未剪】別眨眼! 宇樹機器人春晚表演武術"動作超絲滑" 倒退跑酷.街舞"大風車"跌破眼鏡!

https://m.youtube.com/watch?v=qLxNW61Jubc

[behappyalways]

Give it text and images and the Gemini music model will generate 30 seconds of background music. Initial support includes 8 languages. Even those without music theory knowledge can become composers using AI.

給它文字.圖片 Gemini音樂模型生成30秒配樂 首波支援8語系 不懂樂理的人靠AI能當作曲家｜非凡財經新聞｜20260219

https://m.youtube.com/watch?v=DHz0cYd_x ... cKAYcqIYzv