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DeepSeek has sparked a local deployment boom of large models, and AIPC is expected to lead the way.
① With the rise in popularity of DeepSeek, there has been a surge in local deployment of large models and edge-side AI. Several AIPC-related companies have officially announced their integration with DeepSeek. ② GTJA's latest report indicates that compared to Other terminals, PCs possess productivity tool attributes, and users are more focused on performance experience, making them the preferred terminals for larger-scale local models.
Australian ETF Movers for Friday | IShares China Large-Cap ETF (AU) Was the Top Gainer
During the Spring Festival, the mobile phone market welcomes a surge in Consumer demand. Institutions are Bullish about the growth of domestic mobile phone shipments in 2025.
According to data from the Ministry of Commerce, from January 20 to February 1 this year, 14.704 million consumers have applied for subsidies for the purchase of 18.867 million mobile and other digital products. CITIC SEC pointed out that subsidies for Consumer Electronics are expected to boost downstream demand growth, leading to a shortened replacement cycle, with an estimated domestic mobile phone shipments reaching a scale of 0.31 billion to 0.32 billion units by 2025.
Australian ETF Movers for Wednesday | BetaShares Strong Australian Dllr H ETF Was the Top Gainer
Australian ETF Movers for Monday | IShares China Large-Cap ETF (AU) Was the Top Gainer
Australian ETF Movers for Tuesday | BetaShares Geared US Eq Ccy Hdg ETF Was the Top Gainer
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