Hong Kong stock concept tracking | Basic telecommunications operators access DeepSeek Popularization or surpassing expectations (with concept stocks)

The three major basic telecommunications companies in China have all fully accessed the DeepSeek open-source large model. According to the summary: China Telecom Corporation: The Tianyi Cloud self-developed "Xirang" intelligent computing platform has completed deep adaptation optimization of domestic computing power and DeepSeek-R1/V3 series large models, becoming the first domestic operator-level cloud platform to achieve full-stack localization of DeepSeek models. China Mobile Limited: The Mobile Cloud has fully launched DeepSeek, with full version coverage, full size adaptation, and full use of functions. It is now fully compatible with all mainstream versions of DeepSeek, flexibly meeting the diversified needs of various business scenarios. China United Network Communications: The Unicom Cloud and DeepSeek have achieved deep integration in multiple scenarios. Based on the "Xingluo" platform, the Unicom Cloud has achieved multi-format adaptation of the DeepSeek-R1 model, and has been pre-deployed in more than 270 backbone cloud pools nationwide, connecting to various product scenarios. China Galaxy stated that by fully accessing DeepSeek, it is expected to accelerate the development of applications and drive continuous growth in cloud business. Huatai pointed out that under the leadership of DeepSeek, the depth and breadth of the promotion of domestic AI applications are expected to further strengthen, leading to a more prosperous application side and strong growth in traffic and inference power demand. Telecommunications operators are expected to benefit from three dimensions: 1) Network: The prosperity of AI applications accompanies the high growth in data traffic demand, and the prospects for revenue growth from data traffic for operators over the next decade are expected to increase. 2) Cloud: With the empowerment of AI cloud computing in DeepSeek large models, the industry's prosperity is expected to rise. Telecom cloud business is expected to see revenue growth and improved profit margins, while data center business stands to benefit. 3) End: The acceleration of the integration of AI and intelligent terminals leads to the expansion of connectivity needs from "person to person" to "thing to thing". The three major basic telecommunications operators in Hong Kong: China Telecom Corporation (00728), China Mobile Limited (00941), China United Network Communications (00762).