Yesterday deepseek v3.2 was released, followed by Claude 4.5. It is expected that within two days after the National Day holiday, $Alphabet(GOOGL.US)'s Gemini 3 will be released. According to existing beta test information, Gemini 3's native agent capabilities integrate Google Search, with significantly enhanced coding abilities, etc. The intensive release of large models in the past two weeks is expected to quickly reflect on stock prices. Let's wait and see.$Taiwan Semiconductor(TSM.US)
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