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China's Terrific Ten Are Beating Mag 7. Will the Current Momentum Carry On?
The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] BOCOM INTL: The conditions for large-scale implementation of AI+ applications may already be in place.
Jinwu Financial News | BOCOM INTL believes that the combination of WeChat, Baidu search, and DeepSeek validates the logic in determining the application side for this bank, as innovations in the DeepSeek algorithm will further accelerate the universal availability and practical application of AI. As the underlying infrastructure of AI gradually improves and investment costs become controllable, acquiring traffic on the application side becomes easier, marking that AI+applications may already have the conditions for large-scale implementation. Going forward, this bank should focus on the commercialization models of AI+applications. For the B2B side, AI monetization involves API calls to train vertical industry models, as well as implementing solutions targeted at specific industries; for the B2C side, streaming...
【Brokerage Focus】China Securities Co.,Ltd. suggests that the IDC Industry is expected to enter a new cycle.
Jinwu Financial News | China Securities Co.,Ltd. stated that four cloud service providers in North America are maintaining a rapid growth trend in capital expenditures. Domestic cloud service providers are also expected to increase their capex plans, and recently, the leading domestic cloud service providers have announced the launch or deployment of DeepSeek, continuing to make significant progress in large models and applications. Alibaba is collaborating with Apple to develop AI features for the domestic iPhone. WeChat Search is enriching AI searches through the use of mixed large models and has recently officially begun gray testing for integrating DeepSeek. The three major telecom operators and various Industry-related Software/application companies have also announced their launches or deployments.
【Brokerage Focus】GTJA: Tencent (00700) fully integrated with DeepSeek, which may achieve Q&M Dental AI popularization in the future.
Jingwu Financial News | GTJA's Research Reports indicate that Tencent (00700) fully integrating with DeepSeek may lead to the widespread adoption of AI by Q&M Dental. On February 15, 2025, WeChat launched the AI search feature based on DeepSeek R1, which is currently in a gray testing phase. Users can click on the search box in the chat interface to select 'AI search' and directly invoke this large model for deep thinking and knowledge acquisition. Tencent Yuangbao has also integrated the fully powered version of DeepSeek-R1, marking the first introduction of third-party models. Users can switch between the mixed model and the fully powered version.
GTJA: There may be changes in the iOS ecosystem policy, Bullish on the development of application and game ecosystems.
GTJA Securities released a Research Report stating that starting from the evening of February 15, the WeChat gray-scale testing will access the DeepSeek R1 model, allowing some users to utilize the AI search function.
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JG2763 : There will definitely be a new high.