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As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?
According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.
Range Intelligent Computing Technology Group (300442.SZ): has achieved market positions of "leading in IDC, leading in liquid cooling, and leading in AIDC."
On February 19, Gelonghui reported that Range Intelligent Computing Technology Group (300442.SZ) stated on the interactive platform regarding Business coverage: As of now, the company has established 7 AIDC intelligent computing infrastructure clusters in 6 major regions nationwide, including JING-JIN-JI Langfang, CNI Yangtze Index Pinghu, Guangdong-Hong Kong-Macau Greater Bay Area Foshan and Huizhou, Chengyu Economic Circle Chongqing, Gansu Lanzhou and Hainan Danzhou, and has basically completed the layout of the national "integrated computing power center system" framework, with a total planning of about 61 intelligent computing centers and 0.32 million cabinets nationwide. Among them, the three parks in JING-JIN-JI Langfang, CNI Yangtze Index Pinghu, and Guangdong-Hong Kong-Macau Greater Bay Area Foshan have been gradually delivered, and will continue.
After a year, the AI computing power market is once again booming, and the utilization rate of intelligent computing centers is expected to gradually increase.
① Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that with the rise of domestic technologies like DeepSeek and the expansion of application scenarios, the utilization rate of intelligent computing centers is expected to gradually increase. ② The Research Reports from Open Source Securities point out that the strategic advancement of major players in AI is likely to increase the demand for AI Cloud Computing power, which may drive these giants to gradually increase their capital investments in AI Cloud Computing.
HAITONG SEC: AI accompanies the rapid growth of the market, opening up scenarios for emotional large models.
Emotional large models empower customer service, Education, Medical health, Entertainment and many other industries and fields, with models that combine EQ and IQ set to open the human-machine companionship market in the next 2-3 years.
The 2024 public offering "Champion Fund" has disclosed its quarterly report! Last year's internal return reached 69.23%, with a heavy investment in AI computing power and application sectors.
The public offering 'Champion Fund' discloses its quarterly report for 2024.
Should You Be Excited About Range Intelligent Computing Technology Group Company Limited's (SZSE:300442) 22% Return On Equity?
