Hong Kong Stock Concept Tracking | Is the DeepSeek boom sweeping the world, and “water sellers” ushered in value restructuring? (with concept shares)

The Zhitong Finance App learned that recently, the DeepSeek craze has taken the world by storm. According to QuestMobile data, DeepSeek surpassed Doubao for the first time in the number of daily active users on January 28, then surpassed the user growth rate of ChatGPT for the next 7 days, surpassing the user growth rate of ChatGPT and becoming the fastest growing Internet product in history. A number of domestic and foreign investment institutions believe that the rise of DeepSEEK-R1, a major domestic model in China, has triggered global capital to re-evaluate the value of Chinese assets, especially Chinese technology stocks, and leading technology companies that actively deploy artificial intelligence are expected to benefit from the investment boom brought by DeepSeek.

Source: AI Product List

Several cloud platforms announced the integration of DeepSeek's models. Alibaba Cloud, Baidu Smart Cloud, Huawei Cloud, Tencent Cloud, JD Cloud, Volcano Engine, and Tianyi Cloud have all connected to the DeepSeek model. Overseas cloud giants such as Amazon AWS and Microsoft Azure also officially announced their support. In addition, the national supercomputing Internet platform has officially launched the 1.5b, 7B, 8B, and 14B versions of the DeepSEEK-R1 model, and will update the 32B and 70B versions one after another in the near future. International cloud vendors Microsoft Cloud and Amazon Web Services launched DeepSeek as early as the Spring Festival.

Domestic chip makers are also unwilling to lag behind. At present, more than a dozen domestic chips have announced that they have completed the adaptation and launch of the DeepSeek model, including Mu Xi, Tianshu Zhixin, Moore Thread, and Wall Technology. In addition, a number of companies in the computing power industry chain announced that they have completed the adaptation to the DeepSeek model. DeepSeek not only brought China's generative artificial intelligence technology into a global perspective, but also directly activated the entire artificial intelligence industry chain.

DeepSeek not only triggered a new round of technological change in the field of artificial intelligence (AI), but also quickly became the focus of attention in the automotive industry. Currently, several car companies, including Geely, Dongfeng, Zero Sports, and Zhiji Auto, have announced that they have deeply integrated the DeepSeek model.

On February 6, Geely Auto announced that it has completed deep integration of its self-developed Star Ruida model with DeepSeek-R1. Geely Automobile will use the DeepSEEK-R1 model to perform distillation training on the Xingrui Vehicle Control FunctionCall large model and the large model of the car's active interaction end side. This is also the first car company to announce the application of DeepSeek.

According to Geely, the integrated AI system can not only accurately understand users' fuzzy intentions and accurately call about 2,000 in-vehicle interfaces, but also actively analyze users' potential needs based on vehicle interior and exterior scenarios, and provide services such as vehicle control, active dialogue, and after-sales, greatly improving the intelligent interaction experience.

It is worth mentioning that, according to the official website, the 45-day preferential price trial period for the DeepSeek-V3API service has ended. Starting February 9, it will be adjusted to the new price: 0.5 yuan (cache hit) /2 yuan (cache not hit) per million tokens, and 8 yuan per million tokens output. Previously, DeepSeek's API price during the promotion period was 0.1 yuan per million input tokens (cache hit) /1 yuan (cache not hit), and 2 yuan per million tokens output.

Analysts say that after DeepSeek's price increase, the competitive pressure on public cloud prices decreased. It is beneficial to cloud factories and enterprise-side localization deployments, and may focus on the three major Hong Kong stock telecom operators and large Internet companies such as Jinshan Cloud, Baidu Cloud, Alibaba Cloud, Tencent Cloud, and JD Cloud.

CITIC Securities said that DeepSeek is expected to drive the rapid development of the entire domestic AI industry through technological breakthroughs and ecological openness. DeepSeek provides technology verification and commercialization opportunities for domestic AI chip manufacturers, and also helps cloud computing companies and operators achieve service upgrades and revenue growth. Its low cost and high performance characteristics are reshaping the global AI industry chain and driving China's transformation from a “computing power follower” to an “ecological leader.”

Minsheng Securities believes that as domestic models continue to be iterated, downstream application scenarios are expected to continue to expand, and the interactive reasoning needs of high enterprises will inevitably bring about emerging demand on the hardware side. As a domestic AI leader, DeepSeek is expected to trigger an upgrade on the industrial chain side. Focus on Wangsu Technology, Runze Technology, and Guanghuan Xinwang. Targets related to the industry chain include Shunwang Technology, Alibaba, Tencent Holdings, Uber, Jinshanyun, and Qingyun Technology.

Related concept stocks:

Jinshan Cloud (03896): On February 8, Jinshan Cloud announced full support for DeepSEEK-R1/v3 in public cloud and state-owned cloud-based cloud-government cloud scenarios, further expanding its service capabilities for high-performance big language model reasoning and fine-tuning tasks. Jinshanyun has released various mirroring services based on the DeepSeek-R1 distillation model, which users can experience for free on Jinshanyun's official website. Users can build inference services and perform parameter verification on public cloud GPU cloud servers and GPU bare metal servers to support the operation of the DeepSeek series models.

Alibaba-W (09988): Alibaba Cloud PAI Model Gallery now also supports one-click deployment of DeepSEEK-v3, DeepSEEK-R1, and all small-parameter distillation models.

Tencent Holdings (00700): On February 2, Tencent Cloud announced that Tencent Cloud's high-performance application service HAI supports one-click deployment of DeepSeek R1. On February 4, it was also announced that Tencent Cloud TI will launch the DeepSeek series models.