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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.
Guangdong Aofei Data Technology's (SZSE:300738) Five-year Earnings Growth Trails the Stellar Shareholder Returns
AH Stocks rose, the Hang Seng Index increased by nearly 3%, and Alibaba surged over 9% driving the computing power to take off.
A-shares related to Alibaba Cloud opened with a significant rise, Hangzhou Zhongheng Electric, Insigma Technology, Shanghai AtHub, and RunJian Co.,Ltd. hit the limit up, Guangdong Aofei Data Technology rose over 10%, Yimikang Tech. Group.Co.,Ltd., Ruijie Networks, and Yacong Co., Ltd. also followed the upward trend.
Market Participants Recognise Guangdong Aofei Data Technology Co., Ltd.'s (SZSE:300738) Revenues Pushing Shares 25% Higher
With A Return On Equity Of 4.0%, Has Guangdong Aofei Data Technology Co., Ltd.'s (SZSE:300738) Management Done Well?
Open Source Securities: AI applications are gradually emerging, and AIDC is the first to benefit.
The continuous increase in inference demand drives the accelerated release of AIDC demand, emphasizing the AIDC suppliers that focus on scarce positioning resources.