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Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
Brokerage morning meeting highlights: DeepSeek reopens its source code, focusing on changes in AI applications.
At today's Brokerage morning meeting, HTSC proposed that DeepSeek be open-sourced again and focus on changes in AI applications; China International Capital Corporation believes that AI+finance is expected to reach a scaling inflection point; China Securities Co.,Ltd. stated that the performance resonance of lithium battery demand is signaling the beginning of a new cycle.
The divergence in the technology stock sector is increasing, pay attention to the rotation opportunities in low-level directions such as Solid State Battery and CSI Consumer 360 index.
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[Brokerage Focus] China Securities Co.,Ltd. indicates details of the cost profit margin for DS, which is expected to promote the accelerated implementation of downstream AI application scenarios.
Jinwu Financial News | China Securities Co.,Ltd. released a Research Report stating that DeepSeek publicly disclosed its profit cost rate, with a theoretical cost rate as high as 545%, and the model manufacturer's profit model has achieved a closed loop. From the perspective of industry demand, there is considerable room for the costs in the model segment to decrease and for capabilities to increase, which is expected to accelerate the release of downstream AI application demand and further open up upward market potential. In terms of application scenarios, government affairs, finance, and the Medical sector have strong dynamism and rich scenarios, and are likely to achieve commercialization landing first. Recommendations include a) OA + ERP; b) vertical field 2C companies; c) Education and Medical scenarios that can generate additional revenue; 2) models.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
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