Concept tracking of Hong Kong stocks | Open source DeepSeek low-threshold deployment of large models promotes the blue ocean market of DeepSeek all-in-one machine (with concept stocks)

According to the official WeChat account of the Communist Youth League of China, several regions in China are trying out the AI+ government affairs model, including Shenzhen in Guangdong, Wuxi in Jiangsu, Ganzhou in Jiangxi, and Linyi in Shandong. For example, in Futian District, Shenzhen, the Deputy Director of the Futian District Government Service and Data Management Bureau, Gao Zeng, stated that the "AI Smart Worker" currently serves in an assisting role, used for tasks such as document writing, government services, community governance, emergency management, and investment promotion, involving 240 scenarios across 11 categories. With human-machine collaboration, the overall efficiency has been improved by at least 20%. Media statistics show that currently over 30 enterprises have launched large-scale integrated machines, with nearly 20 named "DeepSeek". These integrated machines are specifically designed for the application and deployment of large artificial intelligence models, essentially a fusion of AI servers and private deployment of large models, typically including central processing units (CPUs), graphics processing units (GPUs), storage, operating systems, AI platform software, and various model algorithms. According to Zheshang's calculations, the expected rapid deployment demand for DeepSeek is expected to drive an increase in integrated machine demand. By 2025 to 2027, the demand for integrated machines is expected to reach 150,000, 390,000, and 720,000 units respectively, corresponding to market spaces of 123.6 billion, 293.7 billion, and 520.8 billion yuan. Hong Kong-listed companies related to DeepSeek integrated machines include: the three major telecommunications operators (China Telecom, China Mobile, China Unicom), LENOVO GROUP (00992), BIDU-SW (09888), and JD-SW (09618). Lenovo and Muxixi jointly launched the AI integrated machine based on the DeepSeek large model. This product is the industry's first of its kind. Currently, Lenovo is accelerating the adaptation of the DeepSeek 671B-R1 and V3 models and a series of distilled models to its AI server. With the Thousand Sales DeepSeek integrated machine, Baidu-SW optimizes model performance with inference acceleration technology, supporting single-machine carrying of models with billions of parameters and multi-modal input and output. JD Cloud has released the DeepSeek large model integrated machine, with core features including full compatibility with domestic computing power, support for various large model parameter specifications, out-of-the-box AI application, and high cost performance, helping users build autonomous and controllable AI productivity in a one-stop manner.