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Guosen: The AI transformation is driving rapid development of AIDC service providers.
With the trend of cost reduction and open source in AI technology, AI applications are expected to be widely implemented, and Datacenter service providers are likely to迎来 a new cycle of development.
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.
Concept stocks soared! The Market Cap surged by 300 billion during trading, is Tencent facing a revaluation?
"WeChat + DeepSeek" super bomb.
Shanghai AtHub (603881.SH): There are no large models or deepseek related products.
According to the announcement on February 14 by Shanghai AtHub (603881.SH) regarding abnormal fluctuations in Stocks trading, Shanghai AtHub's main Business includes IDC services, IDC solution services, and Cloud Computing Service sales, with the IDC services primarily focused on Server hosting. The company does not have any products related to large models or deepseek, nor any equity collaborations or other Business collaborations related to deepseek or large models.
What Shanghai @hub Co.,Ltd.'s (SHSE:603881) 27% Share Price Gain Is Not Telling You
China Merchants: DeepSeek promotes high-performance AI, and the prosperity and development of the AI ecosystem boost computing power demand.
In the long term, the power of DeepSeek should bring the Jevons Paradox at the computing power level, and the overall prosperity of the AI application ecosystem should lead to a greater demand for inference computing power.
The Price Is Right For Shanghai @hub Co.,Ltd. (SHSE:603881) Even After Diving 27%
