@Steven Chung：
With Xi finally shakes hand with Jack Ma, China gov has signal clearly that private sector is and will be given support to innovate and drive the AI industry into the next phase that is mass adoption, efficiency boost and most of all revolutionize the entire human response and approach to education, finance, industry 5.0 and many others. Alibaba will be in the front with hundreds of open source LLMs deployed and the inputs to these models will provide invaluable feedback to its e-commerce and user experience. Not to mention the monetization of Ant Finance and many other BUs. Rerating is a sure thing.