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CITIC SEC: DeepSeek, currently an investment catalyst in the AI Industry Chain.
CITIC SEC: Bullish on the growth of domestic computing power demand, the continuous expansion of AI+ application scenarios, and the ongoing increase in the popularity of edge AI and other related investment opportunities.
BYD promotes "smart driving equality," with multiple car manufacturers responding that they can "take it," and the upstream Industry Chain becoming the benefactor.
① BYD promotes "Intelligent Driving Equality," relying on the "Eye of God" system to lower the prices of high-speed NOA models. ② Multi-brand stores believe the impact is not great, as BYD's intelligent driving started late, and the experience may lag behind, but it will impact the joint venture vehicle market. ③ BYD's strategy has resulted in an increase in orders along the Industry Chain, but it also brings production capacity pressure and cost requirements, while the profit margin of the supply chain remains to be observed.
DeepSeek has sparked an unprecedented wave of AI applications! The market increasingly believes in the 'bull market narrative' of Software stocks.
With the significant decrease in AI training costs led by DeepSeek, as well as the sharp drop in token costs on the inference side, AI agents and generative AI Software are expected to accelerate their penetration into various industries.
Hong Kong stock intelligent driving Concept stocks have surged again! Many car companies have announced their integration with DeepSeek, is a big cycle in the Autos Industry coming?
Analysts point out that the integration of DeepSeek will accelerate the intelligent transformation of the automotive industry. Its open-source characteristics and lower computing power requirements make it easier for auto companies to apply AI technology in areas such as smart cockpits and autonomous driving, enhancing the intelligence level of vehicles and providing passengers with a better travel experience, thus driving the entire industry to accelerate towards smart transformation.
Finance Associated Press Venture Capital: In January, financing in the Carbon Neutrality sector totaled 1.61 billion yuan, a decrease of 95.03% month-on-month. Li Chuang Autos Electronics completed its first round of financing of nearly 0.5 billion yuan.
According to data from the China Finance Association's Venture Capital platform, in January, there were a total of 69 private equity investment events in the domestic Carbon Neutrality sector, a decrease of 28.13% from 96 events last month; The total disclosed financing amounted to approximately 1.61 billion yuan, down 95.03% from 32.404 billion yuan last month.
After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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