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After 28 days of explosive growth, the banking industry's "DeepSeek moment" raises three questions: Will CSI Information Security Index be the biggest obstacle?
① The biggest obstacle to the large-scale application of DeepSeek is still the CSI Information Security Index issue. Currently, Banks are generally "waiting" and observing the attitude of financial regulatory bodies towards DeepSeek. ② From a cost perspective, DeepSeek will indeed be more Bullish for small and medium-sized Banks in the early stages. However, when considering customer numbers, asset scale, and data quality, large Banks undoubtedly have more advantages.
Insurance capital frequently welcomes policy dividends in the market. Are there still constraints? Voices from the Industry have emerged | Focus on long-term capital entering the market②
① Equity investments intensify the consumption of capital, and life insurance companies continue to face pressure for capital replenishment; ② The large minimum capital requirements significantly restrict the scale of insurance capital entering the market, creating a dilemma between capital occupation and returns for insurance companies; ③ The industry calls for the introduction of measures to reduce capital occupation and provide incentives.
After the surge of DeepSeek, Insurance Institutions continue to get involved, do small and medium insurance companies have an opportunity for a "comeback"?
① Currently, the application areas of Insurance Institutions connecting to the DeepSeek large model mainly focus on providing information to agents, and will expand to asset management, risk control, and other full-link business scenarios in the future. ② Small and medium-sized Insurance Institutions have relatively limited human and technical resources, and the DeepSeek model offers a high cost-performance ratio. Users can utilize more advanced AI technology to be more competitive in a data-driven market.
DeepSeek has emerged, and Chinese Technology stocks have surged! Citibank: the market is not yet overheated.
Citigroup Analyst believes that since the beginning of the year, the QITABANKUAI in China has indeed seen an increase in congestion, primarily due to the rise of technology stocks, which has boosted overall valuations and improved market sentiment. However, if excluding the weight stock Xiaomi Group, it can be found that although the QITABANKUAI in China has a higher congestion compared to other sectors, it is still not the most congested sector, indicating that this sector has not yet overheated.
U.S. stock market close: Powell stated that there is no rush to cut interest rates, three major Index fluctuated.
① Most large Technology stocks fell, with Apple rising over 2%; ② Most China Concept Stocks declined, with the Nasdaq China Golden Dragon Index dropping by 1.66%; ③ Apple and Alibaba are reportedly collaborating to develop AI features for iPhone users in China.
Fully embrace the DeepSeek model! Cloud vendors like Volcano Engine are joining in. Can they "steal" a piece of the computing power pie?
① Volcano Engine Smart General will hold seminars focusing on multi-model deployment and invocation, API invocation of DeepSeek R1 on Volcano Ark, deploying the DeepSeek solution on Volcano Engine, and developing AI applications on the DeepSeek platform. ② Alibaba Cloud, Huawei Cloud, Baidu Cloud, Tencent Cloud, and UCloud have also successively launched the DeepSeek large model on their Cloud Computing Service platforms.