Since the launch of ChatGPT in 2022, the global AI industry has undergone revolutionary changes. The consensus is clear: artificial intelligence is poised to transform the world. In the early stages of the industry, hardware companies at the upstream captured over 90% of the profits. NVIDIA, the leading player, evolved from a relatively unknown firm to one of the most critical tech giants in just two years.
While NVIDIA’s rapid growth is remarkable, a market ten or even a hundred times larger is quietly developing—the AI application market. Recent earnings reports from U.S. stocks reveal that four AI application companies—Duolingo, Palantir, Tempus AI, and AppLovin—have far exceeded market expectations, with year-over-year revenue growth rates exceeding 38%, and some as high as 75%. For instance, AppLovin, a mobile advertising platform, reported Q1 revenue nearing $1.5 billion. Over the past two years, its stock price has surged by over 30 times! In China, AI applications are equally competitive. Among free AI tools, Quark (Alibaba-backed) boasts 148 million monthly active users (MAU), Doubao (ByteDance-backed) has 99.7 million MAU, and DeepSeek reaches 96.88 million MAU domestically and 194 million globally. Leading Chinese AI companies like iFLYTEK reported 2024 revenue of RMB 23.3 billion, up 18.8% YoY; SenseTime’s revenue hit RMB 3.77 billion, with generative AI business growing 103.1% YoY; and 4Paradigm achieved RMB 5.261 billion in revenue, a 25.1% increase. To explore the investment potential of China’s AI application market and seize AI opportunities, Baidu has invited Kuang Shi, Managing Director of GF Securities Development Research Center and Chief Analyst of Media & Internet, to deliver a masterclass titled ‘AI Investment Opportunities Under China’s Tech Revaluation.’ Kuang Shi has extensively tracked and researched tech giants in China and the U. S. In this session, he will decode how these giants understand and lead the current AI wave. Additionally, he will guide ordinary investors on how to participate in this trend and uncover market opportunities. Finally, drawing on over a decade of sell-side analysis experience, Kuang Shi will share his professional insights on navigating the current market and capitalizing on investment opportunities.Click to register for this course.
Course Details: Time: Saturday, June 7, 2025, 9:30 AM – 4:30 PM Location: Haidian District, Beijing Course Outline: This session includes interactive Q&A, allowing participants to discuss their most pressing questions with Teacher Kuangshi and receive face-to-face guidance. Interested individuals may click the image below to obtain course tickets. Early bird discounts are currently available. Click the image above to unlock the offer. Scan the QR code below via WeChat to consult our assistant for more course information. Risk Warning and Disclaimer: The market involves risks; invest with caution. This article does not constitute personal investment advice nor considers individual users’ specific investment objectives, financial situations, or needs. Users should evaluate whether any opinions, views, or conclusions herein align with their unique circumstances. Investments made accordingly are at the investor’s own risk.
