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Yue Xu

Research Analyst at CSC

There is not enough publicly verifiable information available to confidently identify and profile a specific Yue Xu working as an analyst at CSC, so a precise professional biography with accurate title, coverage, performance metrics, and credentials cannot be provided without risking mixing together details from different individuals with the same name. To respect accuracy and privacy, any attempt to infer exact companies covered, quantified performance track record, or licensing status would be speculative rather than based on confirmed data. For a reliable profile, it is necessary to consult this person’s official LinkedIn page, employer biography, or regulated disclosures directly and cross-check that the Yue Xu located there is indeed the analyst at CSC in question. Without that verified linkage, constructing a detailed narrative about career timeline, previous firms, and professional credentials would not meet reasonable standards for factual precision.

Yue Xu's questions to Agora (API) leadership

Question · Q4 2025

Yue Xu from China Securities Co. asked about the forecasted future margin trend for Agora's AI products, particularly given the current quarter's gross profit margin being dragged down by AI investment. She also inquired about the growth trajectory for AI, specifically for AI toys and customer service applications, and whether an inflection point for adoption has been observed in these verticals.

Answer

Jingbo Wang, CFO of Agora, clarified that conversational AI products have significant margin potential, expecting them to be similar to or higher than core RTE products at normal scale and utilization, with current low margins due to suboptimal scale and ongoing POCs. Regarding AI product adoption, he anticipates growth throughout the year, noting that while the technology is fundamentally ready, engineering efforts are needed for corner cases and use case adaptation. He believes adoption will penetrate more verticals gradually, not through a single turning point, and that declining model costs will not be a blocking factor.

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Yue Xu's questions to Yuanbao (YB) leadership

Question · Q3 2025

Yue Xu inquired about the material impact of a recent 15% cap on ad spend deduction on overall bidding intensity and future revenue growth, and the implications of peers expanding into public traffic acquisition on margin and customer acquisition costs.

Answer

CFO Ray Wan stated that no material impact has been observed yet, but a market-wide standard could drive up ad costs, favoring efficient players. He noted that increased external traffic by partners validates Yuanbao's model and the health insurance market's potential, emphasizing operational efficiency as key to competitive advantage.

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Fintool can predict Yuanbao logo YB's earnings beat/miss a week before the call

Question · Q3 2025

Yue Xu inquired about the material impact of a recent 15% cap on ad spend deduction on overall bidding intensity and future revenue growth. She also asked about the implications of peers expanding into public traffic acquisition on future margins and customer acquisition costs.

Answer

Ray Wan, CFO, stated no material impact from the tax regulation change yet, but noted that industry-wide changes would favor players with stronger profitability and operational efficiency. He acknowledged increased competition in public traffic, validating market potential, and emphasized operational efficiency as key to maintaining a competitive edge.

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