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Kaiyuan Securities: 3 Key CN Telecoms' Tap into DeepSeek Model May Hail Davis Double Hit 'Profit+Valuation'
Recommend 18 Positive 32 Negative 14 |
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HK-listed Chinese telecoms boomed. CHINA MOBILE (00941.HK) surged 2.2% to $77.15; CHINA UNICOM (00762.HK) shot up 2.7%; and CHINA TELECOM (00728.HK) rallied 3.7% to $5.34. Kaiyuan Securities released a report stating that DeepSeek had briefly suspended last Thursday (6th) its API service recharge due to server resource crunch. On February 1, 3 and 5, CHINA TELECOM (00728.HK), CHINA UNICOM (00762.HK) and CHINA MOBILE (00941.HK) successively announced to tap into DeepSeek's foundation model, meaning that DeepSeek has become the first domestic AI foundation model to be supported by the three major telecom giants in Mainland China. DeepSeek's access to operators is anticipated to elevate the demand for operators' computing power, which may drive the development of operators' cloud computing and AI computing businesses, on the one hand; on the other, it is expected to promote the development of operators' own AI foundation models and AI applications. Telecoms are expected to hail a “profit + valuation” Davis double-hit. The broker draw investors’ attention to the investment opportunities of the three major operators. Kaiyuan Securities considered that the strain on DeepSeek's server resources reflects three important logics. First, DeepSeek's scale development requires the support of computing power, and in the long term is expected to notably heighten the demand for AI computing power, which is conducive to the domestic AI computing power industry chain. Second, DeepSeek's booming demand is projected to drive the global development of AI models + AI applications to continue to excel expectations, and the development of AI applications also requires the support of side computing power, which bodes well for the AI application + AI computing industry chain. Third, DeepSeek has fueled the global arms race, as recently overseas behemoths Google, Meta (META.US), Microsoft (MSFT.US) and Amazon (AMZN.US) have all had shiny capex, nourishing the global AI computing industry chain. AAStocks Financial News |
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