Sales in the overseas market have increased, and Beijing InHand Networks Technology's net profit in 2024 is expected to grow by more than 30% year on year.
① Beijing InHand Networks Technology stated that with the deep integration of new technologies such as 5G and AI with the industrial Internet of Things, the application scenarios of the industrial Internet of Things will continue to expand, enhancing the depth and breadth of applications. Benefiting from the iterative advancements in AI technology brought by DeepSeek, it is becoming an important stimulus factor for Global technology stocks by 2025; ② The Star AI Index has accumulated an increase of nearly 30% from the beginning of this year to the closing on February 25.
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.
DeepSeek drives a significant increase in AI computing power demand, presenting important development opportunities for the Industry.
Minsheng Securities stated that the development of leading models like DeepSeek has accelerated the implementation of AI applications and AIAgent, with rapidly increasing usage driving the demand for AI computing power to reach a turning point from being driven by training to being driven by inference.
The Robot Concept is experiencing explosive growth! The strongest stock has risen nearly 7 times, and these stocks have all reached new historical highs.
YuTree Technology's Wang Xingxing recently stated that by the end of this year, the entire humanoid robot in the field of AI will reach a new level.
Siasun Robot&Automation is the most critical equipment link, and the dexterous hand market is expected to usher in a period of explosive growth.
The rapid development of the humanoid robot industry will create incremental demand for the dexterous hand market. According to predictions from the Toubao Research Institute, it is expected that in a conservative scenario, the global market size for humanoid robot dexterous hands will reach 32.06 billion yuan by 2030, with a compound annual growth rate of 81.2%. In an optimistic scenario, it could reach 87.97 billion yuan, with a compound annual growth rate of 109.3%.
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.