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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)
Long Hu Bang | 0.48 billion funds realized profits in Beijing Enlight Media, Boss Mao and Little Crocodile rush into the fourth consecutive board of Youkedao.
The top three in the daily net buying amount on the Dragon and Tiger list are Ucloud, Leo Group Co.,Ltd., and Tianyu Digital Technology.
Longhu List | UCloud has four consecutive boards, with a net Buy of 0.261 billion yuan from the six funds.
Youke De (688158.SH) has today reached the daily limit for the fourth consecutive time, with a transaction amount of 4.038 billion yuan and a Turnover Ratio of 35.8%. According to the data from the dragon and tiger list, six speculative funds appeared, with 'Boss Mao' ranking first in buying, purchasing 0.231 billion yuan; 'Little Crocodile' ranking third in buying, purchasing 0.101 billion yuan; 'Algo Jiji Fund' ranking fourth in buying, purchasing 94.1924 million yuan; 'Low Position Digging', 'New Stock Speculation Group', and 'Ningbo Sangtian Road' ranked third, fourth, and fifth in selling, selling 66.3261 million yuan, 50.7145 million yuan, and 48.1098 million yuan respectively. (Ge Long Hui)
Minsheng Securities: Why is the most beneficial direction for DeepSeek the Industry Chain in cloud computing?
DeepSeek provides cloud vendors with the low-threshold opportunity to deploy "killer applications," and market demand is expected to迎来广阔机遇.
The market is "crazy about DeepSeek"! The 700 billion giant has hit the upper limit, and many stocks have already doubled.
Has the speculation become too heated?
More Unpleasant Surprises Could Be In Store For UCloud Technology Co., Ltd.'s (SHSE:688158) Shares After Tumbling 28%