After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Comprehensive access to DeepSeek! CHINA TELECOM's stock price reaches a new high, and the operator promotes AI inclusive application income, which is expected to see growth.
① The three major operators have successively connected to DeepSeek, and local subsidiaries of operators have already taken actions regarding DeepSeek; ② CHINA TELECOM is the first domestic operator to realize the implementation of a fully domestic DeepSeek stack inference service, which saw a limit-up movement at one point today; ③ Analysts say DeepSeek will help boost operator revenue, but whether the demand for distributed computing can consume the existing computing power remains to be seen.
Express News | DeepSeek's Influence Continues. Three Major Chinese Telecom Stocks Listed in Hong Kong Rise. Hang Seng TECH Index Rises 2%.
Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.
① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.
Involved in the Xiaohongshu Concept? Montnets Cloud Technology Group's full acquisition plan has been released. The symbol previously attempted to go public on GEM but was unsuccessful. | Quick reading of the announcement.
① Montnets Cloud Technology Group intends to acquire 100% of BiCheng Digital's shares, and the company's Stocks will resume trading from January 16. ② BiCheng Digital has attracted attention due to its business cooperation with Xiaohongshu. ③ BiCheng Digital previously attempted to go public on the GEM but was unsuccessful, with net profit Indicators in 2022 and 2023 even surpassing those of Montnets Cloud Technology Group.
First in new regulations! Bright Oceans Inter-Telecom Corporation, after the two-month "deadline" with ST overlay, still faces delisting if funds are not recovered.| Quick read of the announcement.
① Bright Oceans Inter-Telecom Corporation announced tonight that it is expected to resume trading on January 14, with a delisting risk warning to be implemented in conjunction; ② The company failed to rectify the capital occupation issue within the two-month stock suspension period (January 10 is the expiration date of the suspension); ③ Modern Avenue Group is also facing the same situation, as the company currently still has 0.1 billion yuan of occupied funds that have not been recovered.