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TF Securities Lists AI + Cloud Computing CN Stock Themes (Table)
Recommend 37 Positive 60 Negative 18 |
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TF Securities noted in its report that the DeepSeek open-source model has garnered widespread attention. With technologies such as reinforcement learning, it has achieved low-cost and efficient inference of AI foundation models and brought forward the AI era. The demand for AI computing power in China may spiral upwards, and the AI competition between China and the US may speed up domestic substitution, the broker further noted. The US may further tighten export controls on computing power chips, which will expedite the pace of domestic substitution in China's computing power infrastructure. The thematic stocks engaged in GPU computing power infrastructure include SMIC (00981.HK) 688981.SH). Stock │ Main Products BABA-W (09988.HK) │ Business includes core commerce, cloud computing, digital media and entertainment, and innovation initiatives. TENCENT (00700.HK) │ Social networking services, media advertising, social and other advertising businesses, commercial payment, fintech, cloud services, and more. KINGSOFT CLOUD (03896.HK) │ Provides various cloud services to customers in strategically selected vertical industries. Offers customers end-to-end implementation and deployment covering all project phrases. UCLOUD (688158.SH) │ GPU cloud host, MCP cloud platform, UMOS, UMStor, and more. WANGSU SCI & TECH (300017.SZ) │ CDN services, IDC and liquid cooling solutions, MSP services, SASE office security integration system, WAAP full-site protection system, edge computing, computing power cloud, and comprehensive security service system. QINGCLOUD TECHNOLOGY (688316.SH) │ iFCloud unified multi-cloud management platform, KubeSphere container platform, OpenPitrix multi-cloud application management platform, QingCloud enterprise cloud platform, and more. CDS (300846.SZ) │ IDC business, Beijing CDS cloud host, Beijing CDS value-added services, Beijing CDS hosting services, computing cloud business, and intelligent computing cloud business. AAStocks Financial News |
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