Express News | Is it the first time considering raising external funds? DeepSeek representatives refute the rumors: all financing news is false.

BreakingsFeb 20 08:27

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 14 09:27

Institution views: Reviewing previous growth bull markets, how will this round of AI market unfold?

Chen Guo believes that the key short-term tracking indicators may be the traffic of DeepSeek; in the medium term, if there is an explosive growth in edge AI and new application product traffic, then the market performance can reference Smart Phone and electric vehicles, mapping the changes in industrial prosperity from overseas to domestic.

CSC strategy Chen Guo teamFeb 11 18:39

Is DeepSeek reshaping AI and Cloud Computing as "water sellers" face a value reconstruction?

① The training and dissemination of "high cost-performance" models rely heavily on Cloud Computing Service; ② Small and medium-sized enterprises can rent computing power on demand to train their own models in the cloud, eliminating the need to invest large amounts of money in building large-scale GPU clusters; ③ Future AI investment will no longer blindly hope for miraculous results, gradually shifting the focus from pre-training to inference.

cls.cnFeb 10 15:04

Emotional value leads to a new trend. AI companion Siasun Robot&Automation may become a new wave in AI Hardware.

① Compared to AI toys, it has been learned that AI companion humanoid robots are a more advanced version of AI application scenarios. Previously, Apple has made efforts in desktop-level companion robots. ② Huajin Securities pointed out that the emergence of companion-type small robots marks the official arrival of the Asia Vets companion era.

cls.cnFeb 5 08:03

Special Treat Huato's 2024 performance is expected to increase by up to three times. 'Endless Winter' sets a new high for revenue in the same category of games | Interpretations

① The gaming Business is experiencing rapid growth, and Special Treat HuTong expects to achieve a net income of 1.6 billion to -2.3 billion yuan in 2024, a year-on-year increase of 205% to 338%; ② The popularity of "Endless Winter" and "Whiteout Survival" is at the core of the company's performance growth, with both generating new revenue highs for the category; ③ The company's two large computing power centers are accelerating construction.

cls.cnJan 24 20:34