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Ucloud (688158.SH): Launched a general AI Agent experience portal on the cloud platform in collaboration with the AI startup DeepWisdom.
On March 11, Gelonghui reported that UCloud (688158.SH) stated on the investor interaction platform that as a leading Cloud Computing provider in China, the company is committed to providing safe and professional computing power support for AI clients. Currently, the company, in collaboration with the AI Asia Vets startup DeepWisdom, has launched a general AI Agent experience entry point—Open Manus—on the cloud platform and is providing Agent cloud computing services. The development of AI agents relies on support from underlying cloud computing resources, and the company is capable of providing computing power, storage, security, networking, and other supporting cloud services for agents and Other AI clients.
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GTJA: Grok 3 is released, leading to a catalyst for computing power and platform-based applications.
xAI released Grok 3 and launched the SuperGrok subscription service, marking a new phase of deep integration between AI and social platforms. Cloud Computing Service providers and Datacenter operators will directly benefit from the continuously growing demand for computing power.
CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, focusing on CHINA TELECOM and others.
China International Capital Corporation released a Research Report stating that with the official release of the CHINA MOBILE AI platform "DeepSeek-R1" model, more companies will adopt the DeepSeek series models in an open-source environment, driving rapid development of AI computing power demand. It is recommended to pay attention to different types of benefiting companies, such as CHINA TELECOM (00728), CHINA MOBILE (00941), Kingsoft Cloud (KC.US), while maintaining the ratings and earnings forecasts of the covered companies unchanged. China International Capital Corporation mentioned that different participants in the Cloud Computing market have different opportunities in the wave of AI. For operators in the cloud sector, open-source models enrich the choice of models.
Long Hu Bang | Youke De's transaction today exceeded 5.2 billion yuan, with Institutions buying 0.251 billion yuan.
Previously experiencing four consecutive daily limit-ups, Youkede (688158.SH) dropped by 2.72% today, with a transaction amount of 5.274 billion yuan and a Turnover Ratio of 42.77%. Data from the Dragon and Tiger list shows that an Institution ranked first in buying, purchasing 0.251 billion yuan; speculator "Fang Xinxia" ranked second in buying, acquiring 38.5985 million yuan; the "Hangzhou Gang" ranked fifth in buying, purchasing 31.1483 million yuan; and the "Algo Fund" ranked third in selling, selling 79.5778 million yuan. (Gelonghui)
More Unpleasant Surprises Could Be In Store For UCloud Technology Co., Ltd.'s (SHSE:688158) Shares After Tumbling 28%
