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Three consecutive releases! DeepSeek Open Source Week, Day Four: Optimizing parallel strategy, further improving AI efficiency.
DualPipe and EPLB are two core technologies for large-scale AI model training, which improve model training speed and GPU utilization, respectively. The profile-data clearly presents the full-link performance data from training to inference of DeepSeek.
Maximum price drop of 75%! DeepSeek officially announces a reduction in API call prices.
On February 26, DeepSeek announced a staggered discount promotion on its API open platform.
The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
Track the entire lifecycle of the main Sector.
U.S. stocks closed | The Nasdaq index fell for four consecutive days, with Technology stocks performing poorly, and Tesla fell over 8%; most Chinese concept stocks rose, with Li Auto soaring over 13% and Alibaba rising nearly 4%.
The S&P and Nasdaq fell for the fourth consecutive day; Walmart rose over 4% to support the continued rise of the Dow; the Magnificent 7 fell into the adjustment Range, with NVIDIA dropping nearly 3% before its Earnings Report; Xpeng Autos rose over 5%. The yield on the 10-year U.S. Treasury bond fell more than 10 basis points during the session. Bitcoin dropped over $8,000 to fall below 0.09 million. Gold fell more than 2% during the session. Crude Oil Product closed down more than 2% to a two-month low.
Did DeepSeek plan to release its next-generation AI model R2 early? The official response is here.
DeepSeek has again announced significant news.
The "Technology Carnival" has become a strong catalyst, public funds are gathering to research Computer and high-end manufacturing. Who will be able to capture the next doubling stock?
① Numerous Fund companies are intensifying their research efforts on the Technology Sector, attempting to uncover future investment opportunities in the technology wave, with the Computer Industry companies being the most focused on; ② Several DeepSeek Concept stocks have doubled in price this year, and Institutions believe that technology stocks, particularly those related to DeepSeek, are expected to continue to perform strongly.
Baidu supplemented 0.24 billion USD to complete the acquisition of YY Live: total consideration 2.1 billion USD.
Express News | JOYY Pre-Market Trading soared over 11%, with Baidu and the YY Live acquisition matters settled.
Ice and fire coexist! The Technology sector is "hot and spicy," with crowding reaching the ceiling, while these Sectors have fallen into a "cold winter."
①As of today, the total transaction amount of the TMT and Machinery Sector has exceeded 1 trillion for three consecutive days, accounting for over 50% of the market for fifteen consecutive days. ②In terms of valuation, the PE of the Machinery, Electronics, Steel, Computer, Building Materials, and other sectors are at historically high levels. ③The crowding level in the Wind Power, Ship Manufacturing, Textile and Apparel, Tourism and Scenic Spots, Air Transportation, Banks, Coal, Oil and Petrochemical, and Thermal Power sectors is moderate to low.
Looking back to 2010, when DeepSeek initiated AI's "iPhone 4" moment, what investment opportunities will the AI industry welcome?
SWHY believes that the current stage of AI industry development is very similar to the early days of the Penghua CSI Mobile Internet Index Fund(LOF)-A in 2010, and the emergence of DeepSeek technology has greatly increased the likelihood of AI applications being implemented, similar to the role that the iPhone 4 played in promoting mobile internet applications at that time.
DeepSeek's second release of the open-source week! Presenting the cost-reduction and efficiency-enhancing tool EP Communications library, but still stimulating a surge in chip demand.
DeepSeek, major release!
Traders unanimously believe that the decline in China's Technology stocks presents a Buy opportunity.
Profit-taking is unavoidable, and capital expenditure on AI in China is still in an expansion mode. This is clearly one of the times to Buy.
Breakthrough in MoE model training efficiency! DeepSeek Open Source Week, Day Two: Open Source EP Communications Library.
The world's first open-source high-performance Communications library specifically designed for Mixture of Experts (MoE) and Expert Parallelism (EP) aims to address the communication bottleneck issues in large-scale AI model training and inference.
Futu Morning Report | The "computing power skepticism" impacts American Technology stocks! The Nasdaq has erased all gains for the year; Trump once again brandishes the "tariff club", stating that the plan to impose tariffs on Mexico and Canada will "proc
Morgan Stanley predicts that the dollar's upward momentum is about to lose support and may replicate the significant drop trajectory of 2017; the EU states that if Trump takes action regarding regulations on large Technology companies, the EU will respond quickly; Salesforce has reached a multi-billion dollar cooperation agreement with Google to deepen the integration of AI and Cloud Computing.
On the first day of the DeepSeek open source week, big moves were made! It is expected to further catalyze the AI+ theme, and these Hong Kong stocks may be in high demand.
There is no ivory tower in this field, only the pure entrepreneurial spirit of garage startups and the innovative power built together with the Community.
The highly anticipated DeepSeek 'Open Source Week' has launched its first edition!
On February 24, DeepSeek open-sourced its first code repository FlashMLA.
Comparing Global project returns and growth, UBS Group concludes that the China IDC Industry is undervalued.
UBS Group believes that investors might be overly focused on the absolute value of unit rent in China’s IDC being lower than that of other markets, while neglecting the cost advantages brought by the efficient execution of Chinese projects. With an increase in the certainty of large-scale orders and the further stimulation of AI demand by emerging technologies such as DeepSeek, the growth potential of China’s IDC companies is expected to be further unleashed. With the potential for higher project ROI, the valuation of China’s IDC will catch up with Global peers.
The cost of computing power takes another hit! On the first day of the DeepSeek open-source week: the open-source FlashMLA, AI inference speed evolves again.
DeepSeek has released the efficient MLA decoding kernel FlashMLA, optimized for NVIDIA Hopper GPU, specifically designed to handle variable length sequences with outstanding computational efficiency. Analysis indicates that by using FlashMLA, it is possible to deploy the same amount of tasks with fewer Hopper GPU Servers, without the need for expensive hardware upgrades, significantly reducing inference costs.
Significant adjustments to the Hang Seng series Index, what is the impact? Institutions: Alibaba and others may face passive Shareholding due to large increase.
This adjustment has a significant impact on leading stocks, with Alibaba, Tencent, HSBC, Xiaomi, and SMIC being passively reduced due to their large gains exceeding 8%, resulting in passive Outflow of funds. The adjustment officially took effect on March 10.
Technology stocks continue to soar, and the dual-main line market of DeepSeek and Siasun Robot&Automation is expected to persist.
Track the entire lifecycle of the main Sector.