DeepSeek's popularity remains high.

According to data released by QuestMobile, DeepSeek surpassed Doubao in daily active users for the first time on January 28, and then broke the 30 million mark on February 1, becoming the fastest application to achieve this milestone in history.

This achievement not only demonstrates DeepSeek's strong momentum in user growth, but also reflects its broad acceptance in the market and user stickiness.

Is Cloud Computing the "most benefited direction"?

Recently, in the wave of popularity surrounding DeepSeek, multiple brokerages have "embraced" DeepSeek, intensively releasing Research Reports to discuss market trends and investment opportunities, with several brokerages pointing to the "most benefited direction" as the cloud industry chain.

Futu News has compiled some cloud industry chain concept stocks from the Hong Kong and American stock markets for mooers' reference:

IaaS (Infrastructure as a Service) includes:

$Amazon (AMZN.US)$ 、 $Microsoft (MSFT.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Oracle (ORCL.US)$ 、 $IBM Corp (IBM.US)$ 、 $Alibaba (BABA.US)$ 、 $Baidu (BIDU.US)$ 、 $TENCENT (00700.HK)$ 、 $CHINA TELECOM (00728.HK)$ 、 $CHINA MOBILE (00941.HK)$ 、 $CHINA UNICOM (00762.HK)$ 、 $KINGSOFT CLOUD (03896.HK)$

PaaS (Platform as a Service) includes:

$SAP SE (SAP.US)$ 、 $TUYA-W (02391.HK)$

SaaS (Software as a Service) includes:

$Snowflake (SNOW.US)$ 、 $ServiceNow (NOW.US)$ 、 $MongoDB (MDB.US)$ 、 $Salesforce (CRM.US)$ 、 $Adobe (ADBE.US)$ 、 $Intuit (INTU.US)$ 、 $Shopify (SHOP.US)$ 、 $Automatic Data Processing (ADP.US)$ 、 $Atlassian (TEAM.US)$ 、 $Workday (WDAY.US)$ 、 $The Trade Desk (TTD.US)$ 、 $HubSpot (HUBS.US)$ 、 $Veeva Systems (VEEV.US)$ 、 $GoDaddy (GDDY.US)$ 、 $Zoom Communications (ZM.US)$ 、 $Twilio (TWLO.US)$ 、 $KINGDEE INT'L (00268.HK)$ 、 $KINGSOFT (03888.HK)$ 、 $MARKETINGFORCE (02556.HK)$

Cybersecurity includes:

$Fortinet (FTNT.US)$ 、 $Datadog (DDOG.US)$ 、 $CrowdStrike (CRWD.US)$ 、 $Cloudflare (NET.US)$ ；

Cloud storage services include:

$Backblaze (BLZE.US)$

What do institutions think?

Market views suggest that the emergence of DeepSeek will shift the value focus of the AI industry chain from the front end of computing power to the middle and end segments; the most evident direction, undoubtedly, is Cloud Computing.

The emergence of DeepSeek brings the idea of 'model equality' closer to reality.

The core innovation of DeepSeek lies in significantly improved algorithm efficiency and drastically reduced costs, which provides small and medium-sized enterprises with a new idea to enter AI: they can rent computing power on demand to train their own models in the Cloud without having to invest huge amounts of money to build large-scale GPU clusters like big companies.

Cloud vendors play the role of 'water sellers' in the middle — opening up the API base capabilities of large models like DeepSeek to more end users, or using the base model to develop more vertical applications.

Recently, well-known Cloud Computing platforms, including domestic ones like TENCENT Cloud, Alibaba Cloud, Huawei Cloud, Baidu Cloud, Tianyi Cloud, and China United Network Communications Cloud, along with overseas ones like Amazon and Microsoft, have all launched DeepSeek, which sufficiently demonstrates this point.

Research Reports from Minsheng Securities indicate that DeepSeek achieves high performance with low computing power through technological innovation, reducing AI deployment costs and providing Cloud vendors the opportunity to deploy 'killer applications' with low entry barriers. Cloud vendors, leveraging their computing power and user coverage advantages, become amplifiers of DeepSeek's capabilities.

The latest Research Reports from Tianfeng Securities indicate that the widespread attention on DeepSeek may mean the accelerated landing of AI applications, which will lead to a significant increase in overall market demand for cloud-based inference computing power. Leading domestic Cloud Computing companies have begun to integrate DeepSeek, which may promote rapid growth in computing power leasing and AI service revenues for cloud service providers, while the innovative low-cost technology of DeepSeek's open-source model is expected to accelerate the prosperity on the application side, further increasing the demand for Cloud Computing.

GTJA's Research Report mentions that DeepSeek is rapidly expanding its reach, and domestic end-cloud side is expected to prosper together. During the Spring Festival, Silicon-based Flow, Huawei Cloud, Alibaba Cloud, and others actively integrated DeepSeek-R1/V3 Cloud Computing Service into their cloud platforms. The development of the end-side is also not to be outdone, as Huawei's Xiaoyi Assistant App announced its integration with DeepSeek, and several automakers also officially announced their integration with DeepSeek. Major traditional public cloud giants like Alibaba Cloud will continue to invest in AI application demands, and the domestic Cloud Industry Chain is expected to benefit continuously.

The Huafu Securities Research Report indicates that there is strong domestic demand for DeepSeek under the current circumstances, therefore, being Bullish on the already established AI computing power - AI Cloud Computing platform, it is advisable to pay attention to. $KINGSOFT CLOUD (03896.HK)$ 、 $BABA-W (09988.HK)$ 、 $TENCENT (00700.HK)$ And the three major telecommunications operators. $CHINA TELECOM (00728.HK)$ 、 $CHINA MOBILE (00941.HK)$ 、 $CHINA UNICOM (00762.HK)$ 。

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Editor/Somer