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Minsheng Securities: Upgrading of domestic models is Bullish for the implementation of AI Education. Pay attention to the Education Industry Chain.
Domestic AI+Education manufacturers are launching AI products in their own areas of advantage, and with the support of domestic models, they are expected to accelerate product refinement and commercial implementation.
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.
Major firm rating | Citigroup: "Domestic substitutes" remain crucial. Bullish on ChinaSoft International, Kingdee, and Iflytek Co.,ltd. as the main beneficiaries.
Lyon published a report indicating that the breakthroughs of DeepSeek suggest a booming development in the application layer of AI software, as software suppliers can use high-performing large language models (LLMs) at lower costs. At the same time, it makes it easier for software suppliers to integrate AI capabilities into their products, leading to more profitable monetization prospects. The firm believes that the latest advancements in AI technology may intensify the technology war between China and the United States, so "domestic substitution" remains critical. Among the stocks covered by the firm, CHINASOFT INT'L, Kingdee, and Iflytek Co.,ltd. are seen as the main beneficiaries.
A complete understanding in one article | About DeepSeek Company and its large model.
As an AI startup established just over a year ago, DeepSeek has garnered astonishment and bewilderment in Silicon Valley with its groundbreaking AI model: its performance rivals that of the strongest chatbots in the world, while the cost seems to be just a fraction of theirs. DeepSeek's rise may challenge the common perception that the advancement of AI will require an increasing amount of Electrical Utilities and Energy. As the excitement generated by DeepSeek's innovations grows, investors are beginning to consider its impact on its USA competitors and their Hardware suppliers, leading to a significant drop in Global tech stocks at the end of January.
Unpleasant Surprises Could Be In Store For IFLYTEK CO.,LTD's (SZSE:002230) Shares
Shanxi: The first national systematic planning document has been released, and the data labeling industry will develop rapidly.
Focus on vendors with technical advantages and practical experience in the field of data labeling, as well as Server vendors that provide computing resources for running data labeling tasks.
