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

Sales of high-end optical modules have surged! Zhongji Innolight's net income last year increased by 137.90% year-on-year | Earnings Reports insights.

Thanks to the continuous construction of computing power infrastructure by end customers and strong growth in capital expenditure, Zhongji Innolight's sales of 800G and 400G high-end optical modules have greatly increased, with both revenue and net income significantly rising year-on-year.

wallstreetcnFeb 28 06:19 ET

The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.

Track the entire lifecycle of the main Sector.

cls.cnFeb 26 20:26 ET

The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.

Track the entire lifecycle of the main Sector.

cls.cnFeb 25 20:22 ET

The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.

The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.

cls.cnFeb 23 19:09 ET