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异动直击 | 瑞声科技逆势涨超6%!机构预计DeepSeek未来利好AI设备发展,公司有望受益

Market Update | AAC TECH rose over 6% against the trend! Institutions expect that DeepSeek will benefit the development of AI devices in the future, and the company is likely to benefit.

Zhitong Finance ·  Feb 5 10:27

Source: Zhithon Finance
Author: Yan Wencai

AAC TECH's stock rose over 6% during the session, as of the time of writing, it is up 6.06%, priced at 44.6 Hong Kong dollars, with a transaction amount of 0.375 billion Hong Kong dollars.

Citi released a Research Report indicating that the mainland Chinese AI company DeepSeek announced a large model, with its AI model training based on industry open-source AI algorithms, showing good performance and relatively low training costs. However, the bank believes that the capital expenditures in AI by ultra-large enterprises in the USA may not decrease due to the impact of DeepSeek, as the total cost of training DeepSeek's AI model may be underestimated, and the lower processing costs could also increase the demand for AI applications and reasoning, further boosting the demand for processing capacity, indicating that Industry capital expenditures should continue.

The bank continued to state that DeepSeek has demonstrated good performance, and its training and reasoning costs are relatively low, which will help promote the popularization of AI applications and accelerate the monetization process of AI, ultimately benefiting the development of edge AI devices. 2025 is expected to be the starting point for AI monetization, and the fields related to AI applications should be the main topic in 2025. Key beneficiaries include AAC TECH and others.

Editor/Jeffy

The translation is provided by third-party software.


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