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Institution views: Reviewing previous growth bull markets, how will this round of AI market unfold?
Chen Guo believes that the key short-term tracking indicators may be the traffic of DeepSeek; in the medium term, if there is an explosive growth in edge AI and new application product traffic, then the market performance can reference Smart Phone and electric vehicles, mapping the changes in industrial prosperity from overseas to domestic.
Hualong Securities: DeepSeek reshapes the AI Industry landscape, maintaining a "recommended" rating for the media industry.
By leveraging AI algorithms, the company can accurately analyze user preferences, achieve personalized content recommendations, thereby improving user engagement and retention, and enhancing its market competitiveness.
Kunlun Tech: Its Tian Gong AI has launched the "DeepSeek R1+ Network Search" function.
On February 8, Gelonghui reported that Kunlun Tech's official WeChat account announced the release of the PC version update for "Tiangong AI," which includes the "DeepSeek R1+ Network Search" feature.
Kunlun Tech (300418): Investment losses drag down performance, AI model upgraded again.
The company released a performance forecast, expecting a net loss attributable to shareholders of 1.39-1.99 billion yuan for 2024 (compared to a profit of 1.258 billion yuan in 2023), and a net loss attributable to shareholders after excluding non-recurring items of 1.415-2.015 billion yuan (compared to a profit of 6 in 2023).
Express News | Kunlun Tech: It is expected to report a net loss of 1.39 billion to -1.99 billion yuan in 2024.
Kunlun World Wide: 2024 Annual Results Forecast