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China United Network Communications: Optimized and upgraded the DeepSeek series models, saving an average of 30% in inference computational load.
① China United Network Communications announced an "adaptive slow thinking" optimization upgrade for the DeepSeek series models, saving an average of approximately 30% in inference computation, and it has been open-sourced, making it a first in the industry; ② The specific modifications include difficulty-adaptive fine-tuning, secondary distillation, and difficulty-adaptive reinforcement learning to reduce redundant outputs and resource consumption.
Microsoft's "rental withdrawal" shakes the Technology chain: Can DeepSeek's open-source breakthrough offset the chill in the Hong Kong stock AI Sector?
① What impact does Microsoft's cancellation of datacenter leases have on Hong Kong stocks related to the DeepSeeK concept? ② How does DeepSeek's FlashMLA technology realize the potential of GPUs?
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
Track the entire lifecycle of the main Sector.
[Brokerage Focus] Galaxy Securities: As a leader in the Computing Industry, Operators are expected to drive the independent and controllable acceleration of optical chips.
Jinwu Financial News | Galaxy Securities Research indicates that Operators, as the largest data pipeline in China, possess advantages in data and interfaces. As leaders in the Computing Industry, Operators are leveraging their outstanding capabilities in cloud resource pools and Hardware to promote the proliferation of AI applications. Additionally, the future demand for stronger training models will drive the rapid development of the Optical Modules and AIDC Industry Chain. Amid the complicated trends in the Global economic situation, the process of self-control for core components like optical chips may further accelerate.
Trending Industry Today: CHINA UNICOM Leads Gains In Tesla Ecosystem Stocks
Wanlian Securities: The consumer terminal market continues to recover, and DeepSeek is expected to accelerate AI edge deployment.
Wanlian Securities suggests paying attention to the new product launches of brand manufacturers in the AI Consumer terminal Industry, the investment opportunities brought by the acceleration of the replacement cycle, and the leading manufacturers in the upstream fields of the Industry Chain, such as computing power chips, storage, and components.
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