Star Evening News | Semiconductor Manufacturing International Corporation's guidance for 2025 revenue outperforms peers. Beijing Longruan Technologies Inc. and Yongxin Zhicheng released announcements of significant changes.
① Eleven departments: Strongly promote the integration and application of AI technology in the Copper Industry; ② The EU launches a 20 billion euro Fund to support AI super factories; ③ Li Yanhong discusses DeepSeek: Continuous investment in AI infrastructure is still needed.
Integrating DeepSeek Concept stocks with three consecutive board increases for each version of the DeepSeek model at the first opportunity. This week, Institutions are intensively researching related listed companies.
① Merit Interactive published the institutional research summary on Sunday, stating that the company conducted deep integration during DeepSeek 2.5 and further deepened it in version 3.0. In the secondary market, Merit Interactive achieved a consecutive 20CM gain at Thursday's close and rose over 15% at Friday's close. ② An overview of the Global Sectors that institutions are most concerned about this week (attached table), a list of listed companies (attached stocks), and the latest research on the Concept of DeepSeek.
Despite the bullish predictions from Wall Street, China International Capital Corporation disclosed that foreign capital has been flowing out of Hong Kong stocks after the holiday, with a slowdown in inflow and selling of Xiaomi and Semiconductor Manufact
Active foreign investment continues to experience Outflow, while Inflow from the south is narrowing.
A piece of news triggered an explosion? Hong Kong stocks of Tuya Inc suddenly soared by 220% in the afternoon.
On the afternoon of February 7, Tuya Inc stock surged sharply, with an intraday increase exceeding 220%, and the Market Cap briefly exceeded 40 billion HKD. Earlier that day, the company announced that Tuya Inc had integrated the DeepSeek large model capability on its cloud developer platform.
DeepSeek's "circle of friends" is expanding again: Huawei and JD.com have joined, along with companies in Cloud Computing, chips, and AI applications.
① The DeepSeek series models are now available on the Huawei Ascend Community, and the Beta version of DeepSeek-R1 has been launched in the Huawei Xiaoyi Assistant App's intelligent plaza. ② With the expansion of the DeepSeek circle, it is expected to further promote the cost reduction of large models and expand AI's vertical application scenarios.
Significant progress in domestic models is expected to bring broader commercialization opportunities for AI applications.
① In recent years, significant progress has been made in domestic models. The release of DeepSeek-R1 aligns in performance with OpenAI-o1's official version, but at a lower cost, which is expected to bring about broader application implementation and commercialization opportunities downstream. ② Western Securities believes that the emergence of interactive multimodal large models is expected to drive a transformation in human-computer interaction.