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The "gap" in the implementation of the DeepSeek large model integrated machine | Depth
① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
Brokerage morning meeting highlights: The effect of the real estate market stabilizing after the decline may gradually become apparent, and the Industry valuation may rise.
At today's Brokerage morning meeting, HTSC proposed that the enhancement of Technology attributes may elevate the valuation levels of symbols related to the gaming Industry; Soochow believes that the short-term adjustment in the Construction Machinery Sector does not change the positive trend for the entire year; Galaxy Securities stated that the effects of the real estate market stabilizing may gradually become apparent, and the Industry valuation may rise.
XD INC (02400.HK) plans to hold a Board of Directors meeting on March 28 to approve the annual performance.
Glonghui March 18th | XD INC (02400.HK) announced that the Board of Directors meeting will be held on March 28, 2025 (Friday), to consider and approve the annual performance of the company and its subsidiaries for the year ending December 31, 2024, and its release, as well as to consider the proposal for the final dividend distribution (if any).
XD INC: NOTICE OF BOARD MEETING
China Audio-Video and Digital Publishing Association Game Committee: In February, China's gaming market actual sales revenue was 27.935 billion yuan, a year-on-year increase of 12.30%.
The China Audio-Video and Digital Publishing Association Game Working Committee released the "Monthly Report on China's Game Industry for February 2025."