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Will AI application stocks become the biggest winners? DeepSeek helps the popularization and MMF of AI applications, and these Concept stocks are expected to usher in a new round of explosion.
Citi believes that DeepSeek has exhibited good performance, and the training and inference costs are relatively low, which will help promote the popularization of AI applications and accelerate the monetization process of AI, ultimately benefiting 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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