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

The main Communications business is experiencing a downturn! ZTE's revenue and profit both declined last year, with Net income dropping 9.66% year-on-year | Earnings Reports insights.

ZTE faced pressure on revenue last year, with revenue of 121.299 billion yuan, a year-on-year decrease of 2.38%. Profitability also declined, with net income attributable to ordinary shareholders of the listed company at 8.425 billion yuan, a year-on-year decrease of 9.66%. The company stated that it will accelerate the transformation towards "connectivity + computing power" in an attempt to expand new market space.

wallstreetcnFeb 28 07:53 ET

Longxun Co., Ltd. expects revenue and net profit to increase by more than 40% in 2024, with Q4 performance reaching a new high. However, pressure from technological iterations has caused delays in the construction of fundraising projects.

① The Earnings Reports released by Longxun Co., Ltd. for the fiscal year 2024 show that revenue reached 0.466 billion yuan, an increase of 44.21% year-on-year, and the Net income attributable to the parent company grew by 40.62% year-on-year, with Q4 revenue and Net income both hitting record highs; ② Due to the rapid iteration of technology in the industry, customer demand and market competition are also constantly evolving, Longxun Co., Ltd. announced on the same day as the annual report disclosure that the construction of some of its initial public offering fundraising projects will be delayed.

cls.cnFeb 27 09:38 ET

Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.

① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.

cls.cnFeb 24 19:08 ET

The focus of AI development is shifting from training to inference, with customized ASICs expected to experience a surge.

① Driven by DeepSeek, CSP providers are expected to more actively develop self-owned ASIC solutions with lower costs, shifting their focus from AI training to AI inference, which is estimated to gradually increase the proportion of AI inference servers to nearly 50%. ② GTJA points out that AI ASIC chips have advantages in power consumption and cost, making them a necessary choice.

cls.cnFeb 23 19:09 ET

After three consecutive years of losses, how can Costar Group break the deadlock? | Company Research

① After three consecutive years of total losses nearing 0.8 billion yuan, plans are underway to break the deadlock; ② The company will achieve breakthroughs through aspects such as 'increasing efficiency and reducing costs'; ② The Autos optoelectronics Business is one of the important supports for the company's future performance improvement.

cls.cnFeb 22 22:33 ET