Jefferies: CN Open-Source Models Lag US Leading Closed-Source Models by Only 3-6 Mths; TENCENT, BABA-W Have Competitive Edge in Consumer Traffic

Investor summaryBullish

Jefferies: CN open-source AI models trail US closed-source by 3-6 months; TENCENT & BABA have an edge in consumer traffic.

Bull points

Chinese open-source AI models are closing the gap with US closed-source models, trailing by only 3-6 months.
BABA and TENCENT possess a strong competitive edge in consumer traffic, aiding AI monetization.

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https://www.aastocks.com/share/news/hk/NOW.1526009/?l=en&s=00700

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