Will AI application stocks become the biggest winners? DeepSeek helps to popularize the monetization of AI applications, and these Concept stocks are expected to迎来 a new round of爆发.

Lyon believes that DeepSeek has demonstrated good performance, with relatively low training and inference costs, which will help the popularization of AI applications and accelerate the monetization process of AI, ultimately benefiting the development of edge AI devices.

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Omdia: The AI Software market is expected to reach 97 billion dollars in 2024, a year-on-year increase of 32%.

This year's optimistic forecast for budget growth on AI by enterprises (73% and above) has been reduced due to the unexpected complexity of the AI adoption process, and some of the budget may be shifted to 2025.

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