After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

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.

cls.cnJan 26 19:15 ET

Last year, projected losses exceeded 1.1 billion yuan, and under pressure, Perfect World is seeking transformation by "slimming down". | Interpretations

① Both the gaming and film industries are under pressure, and Perfect World is facing a difficult time, with a projected loss exceeding 1.1 billion yuan last year. ② The company is actively "streamlining" and transforming to seek new opportunities, planning to make provisions for impairment of various Assets exceeding 0.65 billion yuan in 2024. ③ It is reported that the first 30 days of revenue from "Zhu Xian World" exceeded 0.4 billion yuan, and the related performance contribution will be gradually released in subsequent reporting periods.

cls.cnJan 17 20:57 ET

The Doubao platform has launched a new AI programming feature, and the AI + low-code platform is expected to open up growth potential.

① The Doubao official WeChat account shows that the Doubao desktop and web versions have launched new AI programming features. ② Lyu Wei from Minsheng Securities stated that from 2021 to 2025, there will be an addition of 0.5 billion applications globally, and by 2024, 65% of applications worldwide will be developed using low-code platform models.

cls.cnJan 16 19:20 ET

Investment failures do not change the cross-industry ambition; the 'payment veteran' Lakala Payment shifts to credit rating.

① Lakala Payment can leverage the market channels and customer resources of Zhongbei Lian and Bangde Shuke to further expand the market coverage of credit information services, attracting more corporate and Financial Institutions clients. ② In the context of "thin profits" in payments and acquiring rates, institutions opting for horizontal expansion of "payment +" solutions and extending partnerships with merchants and scenario partners has become a major trend.

cls.cnJan 16 04:55 ET

Involved in the Xiaohongshu Concept? Montnets Cloud Technology Group's full acquisition plan has been released. The symbol previously attempted to go public on GEM but was unsuccessful. | Quick reading of the announcement.

① Montnets Cloud Technology Group intends to acquire 100% of BiCheng Digital's shares, and the company's Stocks will resume trading from January 16. ② BiCheng Digital has attracted attention due to its business cooperation with Xiaohongshu. ③ BiCheng Digital previously attempted to go public on the GEM but was unsuccessful, with net profit Indicators in 2022 and 2023 even surpassing those of Montnets Cloud Technology Group.

cls.cnJan 15 09:59 ET