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

Star Evening News | Semiconductor Manufacturing International Corporation's guidance for 2025 revenue outperforms peers. Beijing Longruan Technologies Inc. and Yongxin Zhicheng released announcements of significant changes.

① Eleven departments: Strongly promote the integration and application of AI technology in the Copper Industry; ② The EU launches a 20 billion euro Fund to support AI super factories; ③ Li Yanhong discusses DeepSeek: Continuous investment in AI infrastructure is still needed.

cls.cnFeb 11 07:56 ET

Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.

① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.

cls.cnFeb 6 20:18 ET

Significant progress in domestic models is expected to bring broader commercialization opportunities for AI applications.

① In recent years, significant progress has been made in domestic models. The release of DeepSeek-R1 aligns in performance with OpenAI-o1's official version, but at a lower cost, which is expected to bring about broader application implementation and commercialization opportunities downstream. ② Western Securities believes that the emergence of interactive multimodal large models is expected to drive a transformation in human-computer interaction.

cls.cnFeb 4 19:03 ET

The "DeepSeek phenomenon" has emerged and is expected to become the main investment line after the holiday.

① The Chinese AI startup DeepSeek has successively released two large models, DeepSeek-V3 and DeepSeek-R1, which are inexpensive and perform comparably to OpenAI, shocking Silicon Valley. ② The CITIC SEC Research Reports indicate that the release of DeepSeek's new generation of models signifies that the application of large AI models will gradually become more accessible, facilitating the widespread implementation of AI applications.

cls.cnFeb 4 19:03 ET

It is expected that a loss of at least 1.7 billion yuan occurred last year. Can the former SAP executives help Yonyou Network Technology reverse its performance?| Interpretations

Under the influence of the macro environment, the collective pressure on the Software industry due to clients' budget cuts has led Yonyou Network Technology to expect a loss of at least 1.7 billion yuan last year. The number of employees at the company decreased by about 3,700 compared to the beginning of the year, and the severance compensation increased by about 0.14 billion yuan year-on-year. Yonyou Network Technology appointed former SAP Greater China President Huang Chenhong as president from January, which has garnered significant attention in the Industry.

cls.cnJan 23 08:51 ET