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.
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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After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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DeepSeek's popularity surged over the weekend, and related industry chain companies are expected to ride the wave.
① The AI company DeepSeek, under the Algo brand Huange, became an overnight sensation, trending across major mainstream media and social media in the USA. ② A report from CITIC SEC indicates that the smaller parameter size of the DeepSeek model compared to the GPT-4 model also means lower inference costs, and the reduction in inference costs will be a precursor to the widespread adoption of AI applications.