CICC: The open-source "DeepSeek-R1" is expected to drive rapid growth in computing power demand, focusing on CHINA TELECOM and others.

China International Capital Corporation released a Research Report stating that with the official release of the CHINA MOBILE AI platform "DeepSeek-R1" model, more companies will adopt the DeepSeek series models in an open-source environment, driving rapid development of AI computing power demand. It is recommended to pay attention to different types of benefiting companies, such as CHINA TELECOM (00728), CHINA MOBILE (00941), Kingsoft Cloud (KC.US), while maintaining the ratings and earnings forecasts of the covered companies unchanged. China International Capital Corporation mentioned that different participants in the Cloud Computing market have different opportunities in the wave of AI. For operators in the cloud sector, open-source models enrich the choice of models.

Sina Hong Kong StocksFeb 17 05:58 ET

Is Kingsoft Cloud Holdings (NASDAQ:KC) Using Too Much Debt?

Simply Wall StFeb 17 05:41 ET

DeepSeek accelerates asset revaluation! Hedge funds flee India and flow into China.

In the past month, the total market value of the stock markets in and outside China has increased by more than 1.3 trillion USD, while the market value in India has shrunk by more than 720 billion USD during the same period. Hedge funds are buying Chinese stocks at the fastest pace in months, and the MSCI Chinese Index is expected to outperform the MSCI Indian Index for the third consecutive month, setting the record for the longest consecutive gains in two years.

wallstreetcnFeb 17 05:03 ET

Does China's AI-Fuelled Tech Rally Have Legs?

BloombergFeb 16 22:48 ET

DeepSeek Optimism Has Investors Rerating Chinese Tech Stocks

WSJFeb 16 21:25 ET

CITIC SEC: DeepSeek integrates Hardware and application ecosystems, benefiting from BC-side applications and computing infrastructure.

The popularity of DeepSeek continues to spread, with the domestic Hardware ecosystem and application ecosystem continuing to converge around DeepSeek. Management Software leads the way, with various applications consistently integrating and continuously transforming and upgrading their own scenarios and products, while multi-cloud jointly promotes the implementation of Agents.

Zhitong FinanceFeb 16 20:03 ET