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The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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The theoretical cost-profit margin of DeepSeek reaches as high as 545%, and major Cloud Computing companies may become the most benefited direction.
①DeepSeek has disclosed its theoretical cost and profit margin for the first time, with a total theoretical daily revenue of $562,027 and a cost profit margin of 545%. ②According to a Research Report from Minsheng Securities, DeepSeek demonstrates that through algorithm optimization, the AI Business can achieve extremely high profit margin levels, providing the best profitability multiplication "guide" for domestic Cloud Computing and domestic AI applications.
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.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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China United Network Communications: Optimized and upgraded the DeepSeek series models, saving an average of 30% in inference computational load.
① China United Network Communications announced an "adaptive slow thinking" optimization upgrade for the DeepSeek series models, saving an average of approximately 30% in inference computation, and it has been open-sourced, making it a first in the industry; ② The specific modifications include difficulty-adaptive fine-tuning, secondary distillation, and difficulty-adaptive reinforcement learning to reduce redundant outputs and resource consumption.
The first Quantum Annual Conference was held in Haidian, initiating an intense catalytic period for the Quantum Technology Industry.
On February 23, 2025, the first Quantum Annual Meeting will be held at the Peking Haidian Beijing Centergate Technologies National Independent Innovation Demonstration Zone Exhibition Trade Center. Looking ahead, NVIDIA 2025 GTC is approaching in March, and this conference will host the first "Quantum Day" event. NVIDIA believes that quantum computing will assist humanity in overcoming challenges.
The 'Deepseek' Concept is not afraid of performance pre-loss as Talkweb Information System joins the 50 billion Market Cap club in Hunan stocks.
① As of today's close, Talkweb Information System is priced at 41.76 yuan per share, with a cumulative increase of 147.39% this month, and a total market value of 52.453 billion yuan, ranking seventh among listed companies in Hunan by market value; ② Analysts told journalists from the Financial Link that behind the soaring stock price of Talkweb Information System, there is an influence from market funds speculating on it, and if the company cannot improve its performance in the future, there may be a risk of valuation correction for the stock price.
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.
In the next three years, Alibaba Cloud and AI infrastructure investments will exceed the total of the past ten years, and domestic computing power construction may be the most certain main line.
① In the Q3 2025 Earnings Reports Analyst conference call, Alibaba Group CEO Wu Yongming stated that investments in cloud and AI infrastructure over the next three years are expected to exceed the total of the past decade. ② Chen Tong from Western Securities pointed out that large models are reshaping the technology architecture, service models, charging models, and application ecology for cloud providers.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
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The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
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The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.
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The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.
① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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Express News | DeepSeek's Influence Continues. Three Major Chinese Telecom Stocks Listed in Hong Kong Rise. Hang Seng TECH Index Rises 2%.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
The "DeepSeek phenomenon" has emerged and is expected to become the main investment line after the holiday.
① The Chinese AI startup DeepSeek has successively released two large models, DeepSeek-V3 and DeepSeek-R1, which are inexpensive and perform comparably to OpenAI, shocking Silicon Valley. ② The CITIC SEC Research Reports indicate that the release of DeepSeek's new generation of models signifies that the application of large AI models will gradually become more accessible, facilitating the widespread implementation of AI applications.
Publicly listed companies are scrambling to layout the Industry Chain of AI toys, which may lead to a surge.
① According to media reports, industry insiders believe that AI toys are one of the best landing scenarios for large models in the Hardware sector. Nowadays, not only are listed companies developing AI toy products, but many startup companies have also emerged and received tens of millions in financing. ② China Securities Co., Ltd. believes that the long payment cycle and high market growth of AI toys make them one of the best landing scenarios for current large models.
It is expected that a loss of at least 1.7 billion yuan occurred last year. Can the former SAP executives help Yonyou Network Technology reverse its performance?| Interpretations
Under the influence of the macro environment, the collective pressure on the Software industry due to clients' budget cuts has led Yonyou Network Technology to expect a loss of at least 1.7 billion yuan last year. The number of employees at the company decreased by about 3,700 compared to the beginning of the year, and the severance compensation increased by about 0.14 billion yuan year-on-year. Yonyou Network Technology appointed former SAP Greater China President Huang Chenhong as president from January, which has garnered significant attention in the Industry.
It is estimated that in 2024, after deducting non-recurring items, the loss will be reduced by more than 30%. Special Treat Bubugao plans to complete the supermarket store adjustments before August this year | Interpretations
① Special Treat Bubugao expects to achieve a net income of 0.86 billion to 1.26 billion yuan in 2024, turning losses into profits year-on-year; after deducting non-recurring items, the net income is expected to be -0.76 billion to -1.12 billion yuan, which is a reduction in loss of 31.35% to 53.42% year-on-year. ② Special Treat Bubugao plans to complete the adjustment of supermarket stores by August this year and aims to launch its own brand commodity in Q1.