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    Zhang Bo

    Research Analyst at Huatai Securities

    Zhang Bo is an equity analyst at Huatai Securities, specializing in research coverage of the Chinese industrial and financial sectors. He has analyzed and published insights on major firms, including providing management outlook assessments for companies investing in generative AI and smart device innovation, contributing to informed investment decisions in high-growth areas. Zhang Bo's career at Huatai Securities reflects an established focus on market-leading businesses in China, though earlier career details and precise performance rankings are not currently available. His professional credentials and securities license information are not publicly disclosed, but his analytical influence within the industry is evidenced by regular engagement with executives at covered companies.

    Zhang Bo's questions to Youdao (DAO) leadership

    Zhang Bo's questions to Youdao (DAO) leadership • Q4 2024

    Question

    Zhang Bo from Huatai Securities asked about the expected positive business impacts from integrating Youdao's Confucius large language model with DeepSeek.

    Answer

    CEO Dr. Feng Zhou detailed a three-pronged impact. First, enhancing DeepSeek's general capabilities with domain-specific knowledge using their proven RAG technology. Second, developing sophisticated AI agents to automate multi-step tasks in education and advertising, moving beyond simple Q&A. Third, creating smaller, highly efficient vertical models, like the recently open-sourced Confucius-o1, which can outperform larger general models on specific tasks while keeping R&D and compute costs low.

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