Tracking Hong Kong stock concepts | DeepSeek trend sweeps the globe "Water sellers" welcome value restructuring? (with concept stocks)

Recently, the DeepSeek craze has swept the world. Data from QuestMobile shows that DeepSeek surpassed Douyin in daily active users on January 28, and then gained 100 million users in the following 7 days, surpassing ChatGPT in user growth speed, becoming the fastest growing internet product in history. Many domestic and foreign institutions believe that the emergence of the Chinese domestic large model DeepSeek-R1 has triggered a reevaluation of Chinese assets by global capital, especially the value of Chinese tech stocks. Companies actively investing in leading AI technology companies are expected to benefit from the investment craze brought by DeepSeek. Source: AI Product Rankings Multiple cloud platforms have announced integration with models under DeepSeek. Aliyun, Baidu Cloud, Huawei Cloud, Tencent Cloud, JD Cloud, Volcano Engine, and Tianyi Cloud have all integrated DeepSeek models. Overseas cloud giants like Amazon AWS and Microsoft Azure have also announced their support. In addition, the national supercomputing Internet platform has officially launched versions 1.5B, 7B, 8B, and 14B of the DeepSeek-R1 model, and will gradually update to versions 32B and 70B in the near future. International cloud vendors Microsoft Cloud and Amazon Cloud Technology have already launched DeepSeek before the Spring Festival. Domestic chip manufacturers are also not falling behind. Currently, more than a dozen domestic chip manufacturers have announced the completion of adaptation and deployment of DeepSeek models, including Muxi, Tiandu Zhixin, Moore Threads, Birun Technology, and others. In addition, many companies in the computing power industry chain have announced adaptation with DeepSeek models. DeepSeek not only brings Chinese generative AI technology to the global stage, but also directly activates the entire AI industry chain. DeepSeek has not only triggered a new round of technological revolution in the field of artificial intelligence (AI), but has also rapidly become a focus of attention in the automotive industry. Currently, many car companies such as Geely Auto, Dongfeng Motor, LEAPMOTOR, and Zhiji Auto have announced deep integration with the DeepSeek large model. On February 6, Geely Auto announced that its self-developed Xingrui large model has been deeply integrated with DeepSeek-R1. Geely Auto will use the DeepSeek-R1 model for distillation training of the Xingrui car control FunctionCall large model and car active interaction end-side large model, making it the first car company to announce the application of DeepSeek. According to Geely, the integrated AI system can not only accurately understand users' vague intentions, accurately call about 2000 in-car interfaces, but also actively analyze users' potential needs based on in-car and outdoor scenarios, provide vehicle control, active dialogue, after-sales services, and greatly improve intelligent interaction experience. It is worth noting that, according to the official website, the 45-day promotional price trial period of DeepSeek-V3API service has ended, and starting from February 9, the new prices will be adjusted to: 0.5 yuan per million input tokens (cache hit)/2 yuan per million input tokens (cache miss), and 8 yuan per million output tokens. Previously, during the promotional period, the API price of DeepSeek was 0.1 yuan per million input tokens (cache hit)/1 yuan per million input tokens (cache miss), and 2 yuan per million output tokens. Analysts believe that after DeepSeek raises its prices, the competitive pressure on public cloud prices will decrease. This is good news for cloud vendors and large internet companies such as the three major telecommunications carriers in Hong Kong and KINGSOFT CLOUD, Baidu Cloud, Aliyun, Tencent Cloud, and JD Cloud. CITIC Securities believes that with technological breakthroughs and open ecosystems, DeepSeek is expected to drive rapid development of the entire AI industry in China. DeepSeek provides technical verification and commercial opportunities for domestic AI chip manufacturers, and also helps cloud computing companies and operators upgrade services and increase revenue. Its low cost and high performance characteristics are reshaping the global AI industry chain landscape, pushing China from a "calculation follower" to an "ecosystem leader". Minsheng Securities believe that as domestic models continue to iterate, downstream application scenarios are expected to expand continuously, and the high demand for interactive reasoning is bound to bring new hardware demands. As a leading domestic AI company, DeepSeek is expected to trigger upgrades in the industry chain. Stocks related to the industry chain include Wangsu Science & Technology, Range Intelligent Computing Technology Group, Beijing Sinnet Technology, Hangzhou Shunwang Technology, Alibaba, Tencent, Ucloud, KINGSOFT CLOUD, and Qiniu Technology. Related Stocks: KINGSOFT CLOUD (03896): On February 8, KINGSOFT CLOUD announced comprehensive support for DeepSeek-R1/V3 in public cloud, state-owned cloud/government cloud scenarios, further expanding its service capabilities in high-performance large language model inference and fine-tuning tasks. KINGSOFT CLOUD has released a variety of image services based on the distilled model of DeepSeek-R1, allowing users to experience for free on the KINGSOFT CLOUD official website. Users can build inference services and perform parameter tuning on public cloud GPU cloud servers and GPU bare metal servers, supporting the operation of DeepSeek series models. BABA-W (09988): Aliyun's PAI Model Gallery currently supports DeepSeek-V3, DeepSeek-R1, and all distilled small parameter models for one-click deployment. TENCENT (00700): On February 2, Tencent Cloud announced that Tencent Cloud High-Performance Application Service HAI supports one-click deployment of DeepSeek-R1, and on February 4, Tencent Cloud TI went on sale De epSeek series model.Je ne sais pas comment rsoudre ce problme.