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

Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.

Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.

cls.cnFeb 27 19:05 ET

EHang and Anhui Jianghuai Automobile Group Corp.,Ltd. are collaborating to promote the construction of a low-altitude industrial park, with the low-altitude economy industry expected to accelerate its implementation.

① EHang, Anhui Jianghuai Automobile Group Corp.,Ltd. and Hefei Guoxian Holdings Co., Ltd. officially signed a global strategy cooperation agreement in Hefei. ② Currently, various regions across the country are introducing policy measures to support the development of the low-altitude economy, including the frequent introduction of bullish policies for the low-altitude economy and plans to use special bonds and ultra-long special treasury bonds and other financial tools to provide stable funding sources for the development of the low-altitude economy.

cls.cnFeb 25 19:13 ET

Inertial Sensors, an important component of humanoid robots, may soon see an explosive demand.

Ye Zhongzheng from Shanxi stated that inertial Sensors are an important component of the Sensory Ontology for humanoid Siasun Robot&Automation, and the Inertial Measurement Unit (IMU) can effectively avoid problems caused by obstacles and the execution of complex movements, making it the most feasible solution for assisting humanoid robots in achieving bipedal movement.

cls.cnFeb 24 19:08 ET

DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.

1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.

cls.cnFeb 11 18:47 ET

Chongqing Changan Automobile will equip Lidar on models at the 0.1 million level, and the Industry penetration rate may significantly increase.

On February 9, Zhu Huarong, Chairman of Chongqing Changan Automobile, stated at the launch of the company's Asia Vets Global Strategy that starting this year, models in the 0.1 million range will be equipped with Lidar. SWHY Securities pointed out that with the rapid drop in prices of Lidar products to the thousand-yuan level, Lidar is expected to significantly increase its configuration rate as a "safety component" for autonomous driving.

cls.cnFeb 9 18:55 ET