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Will AI application stocks be the biggest winners? DeepSeek helps popularize and monetize AI apps, and these concept stocks are expected to usher in a new wave of explosions
Lyon, on the other hand, believes that DeepSeek has shown good performance and has relatively low training and inference costs, which will help popularize AI applications and accelerate the AI monetization process, and ultimately benefit the development of edge AI devices.
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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