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GTJA: Emphasizes the investment opportunities in local deployment of large models by enterprises and is Bullish on the explosion in demand for domestic inference computing power.
Bullish on the explosion of local domestic inference computing power, as well as the expansion of new foundational Software such as vector databases, and Bullish on the opportunities for upgrading enterprise IT infrastructure with AI.
Shenglan Technology (300843.SZ): Supplying to Inspur and Dawning Information Industry.
On February 7th, Gelonghui reported that Shenglan Technology (300843.SZ) stated on the investor interaction platform that the company supplies products to Inspur and Dawning Information Industry, and there is no cooperative relationship with DeepSeek.
Ping An Securities: DeepSeek's breakout will not change the overall upward trend of computing power demand, and the application of large models will accelerate implementation.
The safety, low cost, and high performance of the DeepSeek large model will greatly reduce the acquisition, deployment, and application costs of large models, accelerating their implementation in both B-end and C-end application scenarios.
Dawning Information Industry (SHSE:603019) Hasn't Managed To Accelerate Its Returns
Express News | Dawning Information Says Chairman Li Guojie Resigns Due to Age
Dawning Information Industry (603019.SH): Chairman Li Guojie resigns.
On January 24, Gelonghui reported that Dawning Information Industry (603019.SH) announced that it received a written resignation report from Chairman Mr. Li Guojie. Due to personal age reasons, Mr. Li Guojie has decided to resign from all positions including Chairman of the Board, Director, and Director of the Board of Directors Global Strategy Committee.