Well-known manufacturers are raising prices. Institutions are Bullish on the recovery of the storage Industry cycle.

① Recently, SanDisk, a globally renowned Memory Chip manufacturer, sent a price increase notice to its customers, stating that it will raise prices for its products starting April 1, with an overall increase of more than 10%. ② A Research Report from CITIC SEC pointed out that as the impact of original manufacturers' production control becomes evident and industry inventory gradually gets digested, the demand driven by AI is expected to increase, and mainstream NAND Flash prices are likely to rise in the second quarter of 2025.

cls.cnMar 10 19:56 ET

As high as 545%! DeepSeek has released its cost-profit margin for the first time. What is the impact on computing power?

According to DeepSeek's calculations, the theoretical daily profit of the V3/R1 inference system can reach 3.46 million yuan. The founder of Silicon-based Flow, Yuan Jinhui, commented that the V3/R1 architecture is significantly different from other mainstream models. Brokerage opinions suggest that in the medium to short term, technology giants will continue to make ongoing and large-scale investments in the field of AI computing power, which will remain a highly certain event.

cls.cnMar 2 05:58 ET

After a year, the AI computing power market is once again booming, and the utilization rate of intelligent computing centers is expected to gradually increase.

① Currently, the vacancy rate of intelligent computing centers has also decreased. Respondents expect that with the rise of domestic technologies like DeepSeek and the expansion of application scenarios, the utilization rate of intelligent computing centers is expected to gradually increase. ② The Research Reports from Open Source Securities point out that the strategic advancement of major players in AI is likely to increase the demand for AI Cloud Computing power, which may drive these giants to gradually increase their capital investments in AI Cloud Computing.

cls.cnFeb 18 18:59 ET

TikTok has resumed services for users in the USA, and the related industry chain is expected to continue rapid growth.

① TikTok announced on the Social Media platform X that it is resuming services for users in the USA and will collaborate with the incoming President Trump to develop a long-term solution to keep TikTok "in the USA." ② GTJA Research Reports pointed out that TikTok's commercialization started in 2020 and is still in a phase of rapid growth.

cls.cnJan 19 19:19 ET

Another AI model from the industry leader will be officially released, and domestic large models are expected to rise quickly.

① Iflytek Co.,ltd.'s Xunfei Spark deep reasoning model X1 is planned to be officially released on January 15. Previously, the company has released the Xunfei Spark large model V4.0, the Xunfei Spark large model 4.0 Turbo, and other large models. ② Dongguan Securities stated that as domestic companies such as Byte, Huanfang, and Xiaomi actively lay out in the AI field, domestic large models are expected to rise rapidly.

cls.cnJan 14 18:49 ET

The annual report is approaching, and Simei Media was fined for information disclosure violations five years ago. Two days ago, it just announced the resignation of its financial负责人.

① The annual report is about to be disclosed, and Simei Media has suffered consecutive setbacks; ② The penalties for the stock equity trade information disclosure violations from five years ago have been announced; ③ For two consecutive years, the financial responsible person has left the company around the time of the annual report disclosure.

cls.cnJan 10 10:07 ET