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<Research>CMSI: Domestic Model Iteration Accelerates, Aiding Valuation Recovery in HK Tech Sector; Top Picks BABA/ TENCENT/ Others
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The iteration of models by leading Chinese internet companies has been surprisingly impressive, including ByteDance's Seedance 2.0 and KUAISHOU-W (01024.HK)'s Kling 3.0, which have significantly enhanced cinematic video generation effects, according to CMSI's research report. BABA-W (09988.HK)'s Qwen-Image-2.0 is benchmarked against Nano Banana, and its desktop agent tool, Qoder Work, is benchmarked against Claude Cowork. The global model service platform OpenRouter's Pony Alpha is approaching the capabilities of Anthropic's Claude Opus4.6, while Kimi K2.5 topped the OpenRouter ranking. The investment logic for AI as a mainline in leading Chinese internet companies has been significantly strengthened, aiding the valuation recovery of Hong Kong's tech sector, CMSI added. Upcoming major models include DeepSeek-V4, Alibaba Qwen 3.5, Doubao 2.0, Mini Max M2.2 and others, which may become the next stage catalysts. The broker's top picks include BABA-W, TENCENT (00700.HK) and KUAISHOU-W. AASTOCKS Financial News Website: www.aastocks.com |
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