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.

cls.cn18:58 ET

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.

cls.cnFeb 25 19:51 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

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.

cls.cnFeb 19 01:30 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cnFeb 17 20:21 ET

BYD announced that the Xuanji architecture will fully integrate with DeepSeek AI, which is expected to accelerate the penetration rate of Asia Vets in intelligent driving.

① Yang Dongsheng, Senior Vice President of BYD Group and Director of the Automotive New Technology Research Institute, announced at the launch of BYD's Tian Shen Zhi Yan Intelligent Driving that BYD's "Xuan Ji Structure" has fully integrated DeepSeek. ② Open Source Securities released a Research Report pointing out that DeepSeek-R1 is expected to catalyze the development of intelligent cockpits, bringing a better cabin interaction experience and nurturing entirely new application scenarios.

cls.cnFeb 10 19:01 ET