The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.
With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.
Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.
Express News | Is it the first time considering raising external funds? DeepSeek representatives refute the rumors: all financing news is false.
Topped the Global animated film box office chart! "Ne Zha 2" exceeded 12.319 billion in 21 days!
① After 21 days in theaters, "Nezha 2" surpassed 12.319 billion yuan at the box office, surpassing "Inside Out 2" to top the Global animated movie box office chart; ② "Nezha 2" reached the top five in the North American weekend box office chart during its first week with only a few hundred theaters, with an estimated weekend box office revenue of 7.21 million dollars; ③ Starting from February 22, "Nezha 2" will be fully released in the Hong Kong and Macau regions of China.
【Diagram of Bull and Bear Stocks】 DeepSeek ignites related Concept stocks, the main investor's stock price of 'Ne Zha 2' rises by more than 148%.
① This week, the three major indices of A-shares rebounded, with the Chinext Price Index rising by 1.88%; ② DeepSeek is reshaping the competitive landscape of multiple Industries through its low-cost, high-performance, and open-source strategy; ③ The total box office of "Ne Zha 2" has exceeded 11.5 billion yuan.
Surged by 264%! The market cap of the A-share company behind "Nezha 2" has exceeded 100 billion, with more than a dozen animated films ready to be released.
① After the box office of "Ne Zha 2" surpassed 10 billion, the market cap of the main investment listed company Beijing Enlight Media exceeded 100 billion in the following day, with a growth rate of 264.43% over 8 trading days; ② Currently, Beijing Enlight Media has more than ten animated film projects in reserve, and Chairman Wang Changtian has stated plans to release three animated films each year, thus promoting the animated films to steadily occupy 15%-20% of the box office in China Film Co., Ltd. in the future.