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On February 10th, the DeepSeek concept stocks continued to surge, with MeiGe Intelligence (002881.SZ) hitting a remarkable six consecutive trading limits, alongside Banxing Technology (839493.BJ) achieving a staggering 30% spikeSeveral other companies, including Qingyun Technology (688316.SH), also secured 20% growthStocks such as Hangang Co. (600126.SH), Fabon Information (300925.SZ), and Wanda Information (300168.SZ) followed suit, demonstrating a strong upward trend.
Data from Tonghuashun reveals that since its inception, the DeepSeek concept index experienced four days of continuous rallies, accumulating over 40% in growthThe star stocks in this current speculation have seen even more significant price rises; Banxing Technology surged beyond 180% over five trading days, while Daily Interaction, Youke De, and Qingyun Technology doubled their values in the same timeframe.
Recent statistics from QuestMobile indicate that on January 28th, DeepSeek's daily active users surpassed Doubao for the first timeSubsequently, on February 1st, it broke the remarkable milestone of 30 million users, becoming the fastest application in history to achieve such a feat.
Incorporating DeepSeek into their service offerings, China Telecom's market value briefly surpassed 700 billion yuanThe number of listed companies involved with DeepSeek has now expanded to over 70, primarily driven by their integration of the DeepSeek large model.
Specifically, on the morning of February 10, all three major telecommunication operators observed a collective increase in their stock prices, with China Telecom temporarily reaching the daily limit, hitting a historic highAt one point, its market cap exceeded 700 billion yuan, though it eventually closed with a modest 6.59% riseChina Unicom and China Mobile also saw increases of 4.40% and 1.72%, respectively.
According to reports from the Ministry of Industry and Information Technology (MIIT), the three major telecom companies—China Mobile, China Telecom, and China Unicom—have fully integrated DeepSeek's open-source large model across multiple applications and scenarios
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They have developed specific computational power solutions and supportive environments tailored for the popular DeepSeek-R1 model, helping to unleash the performance of domestically produced models.
In a recent interview, renowned economist and MIIT information and communications expert Pan Helin elaborated on the tangible benefits that DeepSeek brings to the digital economy, particularly in the expansion and upgrade of computational infrastructure and the implementation of intelligent industrial scenarios.
Pan noted that training and inference of large models like DeepSeek heavily rely on high-performance computingAs a result, this surge increases demands for servers, chips (such as GPUs), data centers, and cloud computing servicesThe three major telecommunications companies are already invested in cloud computing (like Tianyi Cloud and Mobile Cloud), and integrating large model technologies will enhance their cloud service capabilities, attracting more business clients to embrace cloud solutionsFor example, telecom providers could optimize data center energy efficiency using AI technologies (such as smart thermal control), reducing Power Usage Effectiveness (PUE) values, while providing comprehensive "computational power + algorithms" services to strengthen their competitive position.
Citic Securities has also pointed out that the three major operators, leveraging their respective platforms and resources, have achieved extensive applications of DeepSeek across various scenarios and products, potentially accelerating the growth of cloud computing revenues for these operators.
However, as the market witnesses a rise in concept stocks, investors must be cautious and discern the authenticity of these rising companiesOn the last trading day before the Year of the Snake Spring Festival, market rumors indicated that Zhejiang Dongfang and Huajin Capital were involved in financing DeepSeekNevertheless, Tianyancha reports that DeepSeek has not conducted any public financing.
In response to the successive trading limits, Zhejiang Dongfang clarified that the companies their funds invested in, including Beijing Deep Search Technology Co., Ltd. and Beijing Jiuzhang Cloud Extreme Technology Co., Ltd., share similar names with DeepSeek and its associated enterprises, but no stock investment relationships exist
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The company and its affiliated fund management entities have not invested, directly or indirectly, in DeepSeek.
Huajin Capital also confirmed that their firm, including its controlled subsidiaries, has not participated in any financing of DeepSeek.
Furthermore, market reports suggesting that Daily Interaction is a secondary shareholder of Huanshou Quantitative (DeepSeek's parent company) and that Banxing Technology provides various computational technologies to DeepSeek, thereby significantly enhancing its computational capabilities, were also refuted by the publicly listed companies.
In an official statement, Daily Interaction asserted that it does not hold any equity in either DeepSeek or Huanshou Technology and has not supplied any training data to DeepSeekThey also pointed out that a significant stakeholder of the associated company, Zhejiang Jiuzhang Asset Management Co., Ltd., was formerly a core member of the founding team of Daily Interaction.
Despite this, Daily Interaction acknowledged that they had connected to DeepSeek's relevant versions some time ago, completing evaluations and utilizing their own computational resources for private deploymentCurrently, this technology is primarily used in specific business scenarios, research and development efficiency (AI4SE), knowledge base question answering, and as part of their Data Intelligent Operating System (DiOS) feature module.
On the other hand, Banxing Technology stated that they have not established a business cooperation concerning computational services with DeepSeek; however, their Intelligent Cloud platform has already deployed mainstream models such as Zhipu Qingyan and DeepSeek-R1.
What industries stand to benefit from these developments?
Pan Helin affirmed that the patronage of DeepSeek can bolster AI penetration across various sectorsThe technologies enabled by DeepSeek can empower thousands of industries, such as:
The Minsheng Computer team has pointed out that cloud service providers possessing substantial GPU resources at the edge are likely to be the most significant beneficiaries of this trend.
The Open Source Securities computer team pointed out that the surprising emergence of DeepSeek primarily benefits two major directions: first, the reduction of entry barriers for using large models, which is expected to expand the inference-side computational power market; second, the significant enhancement in large model performance, coupled with a decrease in costs, combining with advancements in AI Agents, could propel rapid growth in both B-end applications and C-end smart hardware markets.
Debon Securities has noted that multiple healthcare companies have expressed interest in accessing DeepSeek, indicating that applications within the pharmaceutical industry may be entering a rapid implementation phase
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