Do you have this feeling when you're writing your letters, talking, searching for information, looking for a customer's uniform, getting tired of it. While many people are still adapting to ai's "new toys", they are not the only ones who have been able to cope with thisQuestionFirstRepurchaseShow me your attitude. Use it againWisdom aiPass the entrance to your hand。
The two messages of today will be spread over the table. First, the announcement states that hk$501 million will be repurchased today for 1. 83 million shares and between hk$414 and hk$439. Secondly, the latest report on the united states of america and silver securities mentions that we believe that ai agent will be able to conduct a comprehensive survey as soon as possible in the fourth quarter of this year, and that the compliance process will be launched this month, with a small greyscale before being progressively expanded. The key point is not in concept, but in proximity to the point of time。
Many people make a mistake and treat the buyback as a “share price drive” and ai as a “story pack”. But you look at two things differently. It's real money and silver, and no one wants to pay for it; it's more like a runaway product, not a slogan. It is not technology that is at this point in time, but growth that can and when。
Then why is the market so sensitive? Because after the last wave of big buybacks, the discussion centered around “growing up”. To put it simply, there is concern that the business ceiling has arrived and that, in the future, more will depend on dividends or valuations for repair and that the chips will not be placed on the new growth curve. This emotion, even if you're hot, may not pay much。
And pull back the timeline. On 2 june, the news of the imminent launch of micro-ambassination ai was sent to the outside world, where the telecommunication unit rose by more than 10 per cent on the same day, followed by an increase of more than 4 per cent in the constant technology index, led by ali and the american group. That wave of emotion was strong, but since then the market began to become divided, there was a feeling that it was time to return to reason, and there was a feeling that the real change had only begun, and that the difference was just the patience of everyone for the landing rhythm。
We believe in ai agent, and the signal given by american and silver securities is quite specific. The compliance process was launched this month, with a small-scale greyscale before being progressively expanded, with full public coverage as soon as possible in the fourth quarter of the year. What does greyscale mean, that ordinary people do not need to understand technical terms, but you simply have to understand it as “a part of the population will be used first and then let go slowly”. The most direct effect on the user side is that the way you deal with a problem in a micro-mail is more smooth in the future, for example by checking information, asking for needs and finding services less dependent on multiple jumps。
It's time to repurchase. The figures of 118. 33 million shares and hk$501 million are intuitive and clear between repurchase prices. The market would use it for two readings: management would consider the stock price to be low and would be willing to pull it back to the right level with real silver and real silver; and it would use repurchase to hedge uncertainty to make the holder feel better. You see, you're not just looking at the “sliding up”, but at whether the company has made a statement about its actions at key points。
So what, ordinary investors don't have to be complicated. This is the order in which the focus can be focused and the emotions can be reduced. The first step would be to remember the point of time when the buy-back took place today, and the tempo of the letter-in-aid process was to add greyness to the current month's compliance process, with full coverage as early as the fourth quarter. The second step is to open the line of business, and the games, video numbers, and micro-ai correspond to different ways of delivering. The third step, when looking at the market response, is not just looking at the mood of the day, but whether the follow-up is sustainable, rather than drawing conclusions from a wave of heat. The fourth step was to write down what you feared, for example, whether the valuation was going to be slow or whether it was going to be slow, so that you wouldn't look at it in the discussion。
The same approach can be applied to the user perspective. First of all, what time do you want to save, talking, searching, doing things, getting content, and where you're most likely to go. And to what agent might do for you, the first test is whether the grey-scale population or the full-scale population doesn't affect your direction. The real effect is whether the link you use is shorter. Repurchases and ai landing rhythms seem to be both in the financial and product circles, and they're all talking about the same thing, whether your current experience and future performance can be linked。
Finally to the point of contention. Retrievals and micro-intelligence advances occur simultaneously, and many will say that this is a sign of “undervalued value”, and others will insist that it is only a staged move. The question arises as to whether the market is more concerned with the short-term psychological well-being brought about by buy-backs or more concerned with how fast ai agent went from greyscale to expansion and with the quality of its use. What you think is more critical is whether or not it affects your judgment about the cycle。
