CICC: How do open-source AI models affect the Cloud Computing Service market?

Different participants in the Cloud Computing market have different opportunities in the wave of AI.

Zhitong FinanceFeb 14 02:30 ET

Trending Industry Today: KINGDEE INT'L Leads Gains In Cloud Computing Stocks

Moomoo NewsFeb 14 01:20 ET

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.

① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.

cls.cnFeb 12 01:06 ET

Hong Kong Stocks Concept Tracking | AI Agent will bring a blue ocean market for enterprise service Saas, and the diversified payment model opens up valuation space for software companies (with concept stocks attached).

AI agents possess stronger consumer attributes, and in the future, diversified payment models can be adopted to break the valuation ceiling of the software.

Zhitong FinanceFeb 12 00:26 ET

Minsheng Securities: Why is SaaS the first activated direction for DeepSeek?

DeepSeek accelerates the process of AI equality; consensus has formed globally that cloudification must come before AI implementation. Business service Saas is expected to usher in development opportunities far beyond the Telecommuting era.

Zhitong FinanceFeb 11 04:02 ET