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Deppon Securities: ERP as an entry point for enterprise services may lead the way for DeepSeek's private deployment.
DeepSeek lowers the barrier to AI application development and promotes AI equality, which is expected to accelerate the implementation of Agents. As an important entry point for enterprise services, ERP gathers core data from both inside and outside the organization, making it scarce in the process of Agent implementation.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Tianfeng: Model Equalization, Focus on High Barrier Agents.
The differentiation of industry application value empowered by AI mainly depends on three major barriers: the user base and strong user stickiness; vertical data and data flywheel; strong payment ability and scenes that urgently require "deep thinking".
Dragon and Tiger List | Chairman Zhang bought 0.184 billion yuan of Anhui Xinke New Materials, while multiple funds collectively fled from Hand Enterprise Solutions.
The top three in net purchases are Visual China Group, Hand Enterprise Solutions, and Anhui Xinke New Materials.
[Data Watching] QUANSHANGETF trading volume surged, three leading funds raised nearly 0.5 billion to buy Hand Enterprise Solutions.
① The transaction volume of several QUANSHANGETF has greatly increased, among which the E Fund CSI Hongkong Bond Investment Theme ETF (513090) saw a 214% increase in transaction volume compared to the previous period. ② The AI Asia Vets Concept stock Hand Enterprise Solutions received a total Buy of 0.46 billion from three major first-line speculative positions.
Bosun Co.,Ltd (002282.SZ): The ERP system services of some subsidiaries of the company are supported by Hand Enterprise Solutions.
Gelonghui, January 23丨Bosun Co., Ltd (002282.SZ) stated on the investor interaction platform that the ERP system services of some of its subsidiaries are supported by Hand Enterprise Solutions, and there is no involvement in domestic large model cooperation.
HAND Enterprise Solutions Co., Ltd. (SZSE:300170) Held Back By Insufficient Growth Even After Shares Climb 25%
