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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.
CITIC SEC: Operators access DeepSeek services for government and enterprises, reassessing the value of Cloud + AI.
Recently, the three major Operators assisted national state-owned enterprises and government clients in completing the full-scale localization deployment of DeepSeek.
【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.
CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, focusing on CHINA TELECOM and others.
China International Capital Corporation released a Research Report stating that with the official release of the CHINA MOBILE AI platform "DeepSeek-R1" model, more companies will adopt the DeepSeek series models in an open-source environment, driving rapid development of AI computing power demand. It is recommended to pay attention to different types of benefiting companies, such as CHINA TELECOM (00728), CHINA MOBILE (00941), Kingsoft Cloud (KC.US), while maintaining the ratings and earnings forecasts of the covered companies unchanged. China International Capital Corporation mentioned that different participants in the Cloud Computing market have different opportunities in the wave of AI. For operators in the cloud sector, open-source models enrich the choice of models.
DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.
In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.
CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, with attention on CHINA TELECOM (00728) and others.
In the context of open source, the bank expects more enterprises to be compatible with the DeepSeek series models, driving rapid growth in AI computing power demand.
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Hamza Khan226 : nice