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Zhongtai: Manus may mark the arrival of the first year of commercialization for general agents.
The Monica team has launched the world's first universal agent product, Manus, and is Bullish on the complete explosion of AI this year, recommending to pay full attention and seize the opportunities for AI development.
CITIC Securities: DeepSeek deployment demands are surging, and all-in-one Hardware is riding the wave.
It is anticipated that the prosperity of privatized computing Hardware, represented by all-in-one machines, will trend upward.
Inspur Electronic Information Industry Raises 1 Billion Yuan From Bond Issue
GTJA: Emphasizes the investment opportunities in local deployment of large models by enterprises and is Bullish on the explosion in demand for domestic inference computing power.
Bullish on the explosion of local domestic inference computing power, as well as the expansion of new foundational Software such as vector databases, and Bullish on the opportunities for upgrading enterprise IT infrastructure with AI.
Inspur Electronic Information Industry Co., Ltd.'s (SZSE:000977) Shares Climb 26% But Its Business Is Yet to Catch Up
Ping An Securities: DeepSeek's breakout will not change the overall upward trend of computing power demand, and the application of large models will accelerate implementation.
The safety, low cost, and high performance of the DeepSeek large model will greatly reduce the acquisition, deployment, and application costs of large models, accelerating their implementation in both B-end and C-end application scenarios.