The "gap" in the implementation of the DeepSeek large model integrated machine | Depth

① The customer demand for the DeepSeek all-in-one machine has significantly increased, more than doubling compared to the customer density brought by ChatGPT in the previous two years. ② Currently, there is a severe shortage of relevant technical talent in government and enterprises, and there is a considerable gap between large models and their Business implementation.

cls.cnMar 20 23:08 ET

Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.

In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.

cls.cnMar 20 20:27 ET

Focusing on the high-quality development of the China debt market, the 2025 ICMA China Debt Capital Markets Annual Conference was held in Beijing.

On March 19, the 2025 ICMA China Debt Capital Markets Annual Conference, organized by the International Capital Markets Association (ICMA), was held in Beijing.

cls.cnMar 20 19:47 ET

CHINA MOBILE's capital expenditure slightly decreased, with computing power still being one of the main investment directions, which will drive the popularization of MaaS.

① In 2024, the free cash flow is 151.7 billion yuan; ② CHINA MOBILE launched ultra-large-scale intelligent computing centers in Hohhot and Harbin in 2024, with a layout covering 40 AI models in the Energy, Transportation, Medical, and Education Industries; released the CHINA MOBILE AI intelligent assistant Lingxi Intelligence; ③ By the end of December 2024, the total number of clients for its "AI products" reached 0.19 billion.

cls.cnMar 20 06:41 ET

State-owned banks are aggressively entering the market, will personal consumer loans become the new "king of competition"? Industry insiders say: the market space has not yet reached its peak.

In recent days, many major banks have successively announced relevant special plans and vigorously entered the Consumer loan market. Since the beginning of the year, the interest rates on bank Consumer loans have successively broken the "2.6" and "2.5" thresholds, with the lowest rate now dropping to around 2.4%. The state-owned large banks first squeezed not the space of local commercial banks, but rather various illegal and legal online lending and Internet loan platforms. However, banks still need to strengthen risk management to reduce subsequent non-performing loans.

cls.cnMar 20 02:24 ET

The LPR Quote for March is out: both the 5-year and 1-year rates remain unchanged.

The loan market Quote interest rate (LPR) for March has been announced: the LPR for more than 5 years is 3.6%, the same as last month at 3.6%. The 1-year LPR is 3.1%, the same as last month at 3.1%.

cls.cnMar 19 21:02 ET