The MWC conference sees Siasun Robot&Automation take center stage! Yushu, Leju, and others make their appearance, as the fusion of Communications and Asia Vets Hardware becomes a trend.

① Yushu Technology has an independent booth at MWC 2025. According to relevant personnel, overseas Orders in 2024 have increased several times compared to 2023; ② Leju Robot appeared at the Huawei booth, equipped with a 5G module and using the DeepSeek large model, it can engage in conversation and recognize the content of pictures through voice control.

cls.cnMar 5 20:17 ET

The theoretical cost-profit margin of DeepSeek reaches as high as 545%, and major Cloud Computing companies may become the most benefited direction.

①DeepSeek has disclosed its theoretical cost and profit margin for the first time, with a total theoretical daily revenue of $562,027 and a cost profit margin of 545%. ②According to a Research Report from Minsheng Securities, DeepSeek demonstrates that through algorithm optimization, the AI Business can achieve extremely high profit margin levels, providing the best profitability multiplication "guide" for domestic Cloud Computing and domestic AI applications.

cls.cnMar 2 18:58 ET

China United Network Communications: Optimized and upgraded the DeepSeek series models, saving an average of 30% in inference computational load.

① China United Network Communications announced an "adaptive slow thinking" optimization upgrade for the DeepSeek series models, saving an average of approximately 30% in inference computation, and it has been open-sourced, making it a first in the industry; ② The specific modifications include difficulty-adaptive fine-tuning, secondary distillation, and difficulty-adaptive reinforcement learning to reduce redundant outputs and resource consumption.

cls.cnFeb 25 19:51 ET

The short-term differentiation of the DeepSeek Concept may continue, focusing on the rotation opportunities between high and low in AI.

Track the entire lifecycle of the main Sector.

cls.cnFeb 17 20:21 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