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

What does it mean for operators to fully access DeepSeek?

① Yesterday, CHINA TELECOM and CHINA MOBILE respectively launched the intelligent computing integrated machine - DeepSeek version; ② China Galaxy believes that the cloud business of operators is expected to continue to grow, and the future proliferation of AI applications may exceed expectations; ③ Kaiyuan Securities stated that operators are likely to welcome a "profit + valuation" Davis double hit in the future.

cls.cnFeb 12 04:18 ET

How intensive is the research on Deepseek's Concept stocks by public offerings? After the holiday, research is busy, and Autos, Medical, and Consumer are also popular research directions.

① After the holiday, Institutions actively conducted research, and a DeepSeek Concept stock was researched by more than thirty Institutions; ② The Industry Chain of Autos, Medical, CSI Consumer 360 index and other fields also received research from multiple Institutions; ③ The active research by Institutions is not only to capture hot investment opportunities but also to respond to the annual report market.

cls.cnFeb 12 01:06 ET

Comprehensive access to DeepSeek! CHINA TELECOM's stock price reaches a new high, and the operator promotes AI inclusive application income, which is expected to see growth.

① The three major operators have successively connected to DeepSeek, and local subsidiaries of operators have already taken actions regarding DeepSeek; ② CHINA TELECOM is the first domestic operator to realize the implementation of a fully domestic DeepSeek stack inference service, which saw a limit-up movement at one point today; ③ Analysts say DeepSeek will help boost operator revenue, but whether the demand for distributed computing can consume the existing computing power remains to be seen.

cls.cnFeb 10 06:49 ET

Express News | DeepSeek's Influence Continues. Three Major Chinese Telecom Stocks Listed in Hong Kong Rise. Hang Seng TECH Index Rises 2%.

Moomoo 24/7Feb 9 21:24 ET

CHINA TELECOM has once again "released" an Insurance license. After listing Sweet Orange Insurance last month, the 100% stake of Zhongtong SUNSHINE INS Brokerage has also been put on the shelf.

① 100% equity of Zhongtong Sunshine Insurance Brokerage is being listed for transfer by CHINACOMSERVICE Hunan Company, with a minimum transfer price of 137.23 million yuan; ② Tianyi E-Commerce Co., Ltd. is also listing for transfer 100% equity of Sweet Orange Insurance Agency; ③ CHINA TELECOM is continuously transferring insurance licenses while intensively "clearing out" equity in multiple Financial Institutions including Banks and micro-finance.

cls.cnDec 30, 2024 00:09 ET