Hong Kong Stock Concept Tracking|Basic Telecom Operators' Access to DeepSeek App Popularity or Exceeds Expectations (with concept stocks)

All three basic telecom companies are fully connected to the DeepSeek open source model, according to the summary:

China Telecom: Tianyi Cloud's self-developed “Xiyang” intelligent computing platform completed in-depth adaptation and optimization of domestic computing power and DeepSEEK-R1/v3 series large models, becoming the first carrier-grade cloud platform in China to implement full-stack localized inference services for the DeepSeek model;

China Mobile: DeepSeek is fully launched on the mobile cloud, with full version coverage, full size adaptation, and full functionality. It is now fully compatible with all mainstream versions of DeepSeek to meet the needs of diverse business scenarios;

China Unicom: Unicom Cloud and DeepSeek achieve a deep connection in multiple scenarios. Unicom Cloud has adapted multi-specification DeepSEEK-R1 models based on the “Xingluo” platform, and has been pre-deployed in more than 270 backbone cloud pools across the country to connect to various product scenarios.

The Zhitong Finance App learned that China Galaxy said that full access to DeepSeek is expected to accelerate application development and drive the cloud business to continue to grow.

Huatai Securities pointed out that under the leadership of DeepSeek, the depth and breadth of AI application promotion in China is expected to be further strengthened, and the application side will be more prosperous, driving strong growth in traffic and demand for inference computing power, while telecom operators are expected to benefit from three dimensions:

1) Network: The boom in AI applications is accompanied by a high increase in data traffic demand, and the revenue growth center of operators from data traffic is expected to increase in the next ten years;

2) Cloud: AI cloud computing is booming with the power of the DeepSeek model, and operators' cloud business is expected to see revenue growth and improved profit margins. At the same time, the data center business is expected to benefit;

3) End: Accelerate the integration of AI and smart terminals, and connectivity requirements expand from “person to person” to “object to object”.

The three basic telecom operators for Hong Kong stocks:

China Telecom (00728), China Mobile (00941), China Unicom (00762)