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Galaxy Securities: CN 3 Big Telecoms Fully Connect to DeepSeek, Driving Sustained Vol. Growth in Cloud Biz
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Recently, CHINA TELECOM (00728.HK), CHINA MOBILE (00941.HK) and CHINA UNICOM (00762.HK) announced successively that they are fully connected to DeepSeek, and realized the extensive application of DeepSeek in multiple scenarios and products through their respective platforms and resources, injecting strong momentum for the popularization and development of AI technology, China Galaxy Securities issued a research report saying. The broker expected the promotion process of application side to accelerate as the 3 big telecom operators have full access to DeepSeek. DeepSeek provides not only stronger performance, but also significantly reduces the cost of training and inference, Galaxy Securities added. Chinese operators have the largest traffic channel and data accumulation across China, as well as a stronger hardware foundation for cloud business and a higher degree of cloud service popularity. The full access to DeepSeek is expected to accelerate the development of applications and drive the continuous volume incline in cloud business. AAStocks Financial News |
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