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CS.com.cn 2/10/2023, DeepSeek concept stocks maintained a strong trend at the opening. As of the midday closing, the software index rose 2.09%, and the artificial intelligence index rose 1.44%. DeepSeek's rise has shaken the global technology industry not only because of its technological innovation, but also because of its low-cost and high-efficiency model that restructured the underlying logic of the artificial intelligence industry, which has had a profound impact on the global technology competition pattern, capital market expectations, and technology development path. At present, overseas giants such as NVIDIA, Microsoft, and Amazon, as well as cloud service providers such as Baidu Cloud, Ali Cloud, and Tencent Cloud in China, and the automotive, securities, and medical industries have all integrated DeepSeek, and the application space has been greatly expanded. With the breakthrough of DeepSeek, the cost reduction of AI applications has entered a new stage, and its concept stocks are expected to maintain a strong growth momentum. Based on this, the gap between China and the United States in the model end will be quickly narrowed, making it possible for domestic AI assets to be re-evaluated. Tianhong Fund Manager Hongminghua said that in the future, we will see the accelerated iteration of domestic large models and the explosion of AI applications. If you want to invest in the technology sector, you can search for Tianhong CSI Software Service Index (C share: 012536; A share: 012535), Tianhong CSI Artificial Intelligence Index (C share: 011840; A share: 011839) on Alipay. (Wanyu)
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