The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.

Track the entire lifecycle of the main Sector.

cls.cn20:23 ET

The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.

① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.

cls.cnFeb 16 19:11 ET

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

Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.

① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.

cls.cnFeb 4 19:03 ET

At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.

According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.

cls.cnJan 9 19:02 ET

The significant update of the YuShu robotic dog has sparked heated discussions, and the Industry Chain of robotic dogs is expected to experience an early explosion.

On December 23, YUshu Technology updated a video of the Unitree B2-W robotic dog, captioning it, "After a year of mass production, the Unitree B2-W industrial wheeled foot has awakened more gifted skills!" Open-source securities analyst Meng Pengfei pointed out that currently, China's quadruped robotic dogs are globally leading and are expected to become a priority landing scenario for Siasun Robot&Automation.

cls.cnDec 23, 2024 19:11 ET