Thematic

This Week in AI (Apr 19-25): GPT-5.5 comes after Opus 4.7; Deepseek V4's shockwave for Zhipu and Minimax; SpaceX acquires Cursor

26 Apr 2026 By Ke Yan, CFA
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Abstract: We tracked AI models, infrastructure, and M&A this week: OpenAI launched GPT-5.5, Anthropic took anchor commitments from Amazon and Google, and DeepSeek released V4 Preview. Moonshot shipped Kimi K2.6, Alibaba split Qwen into a closed Max tier and open dense 27B, Tencent released Hy3 Preview, Xiaomi launched MiMo-V2.5. SpaceX took a purchase option on Cursor, Tencent and Alibaba opened DeepSeek's first external round, and NDRC curbed US capital into Chinese AI.

MINIMAX (100 HK) KNOWLEDGE ATLAS (2513 HK) TENCENT (700 HK) ALIBABA (9988 HK) Alphabet (GOOGL US) Microsoft (MSFT US) Nvidia (NVDA US)

Highlighted Stocks

MINIMAX, KNOWLEDGE ATLAS, TENCENT, ALIBABA, Alphabet, Microsoft, Nvidia

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