Chinese Companies Embrace DeepSeek AI Model
Great Wall Motor and China's Leading Telecoms Providers
* Great Wall Motor, China's first listed car manufacturer, has integrated DeepSeek's AI model into its "Coffee Intelligence" connected vehicle system.
* The three largest telecom companies in China—China Mobile, China Unicom, and China Telecom—are working with DeepSeek's open-source model to enhance AI applications.
Investor Enthusiasm and Potential Impact
* The integration of DeepSeek's AI platform has sparked investor interest in AI-related stocks, including chipmakers, software designers, and data center operators.
* DeepSeek's low-cost model has the potential to disrupt the AI industry and drive growth in China's tech sector.
Cautious Approach by Beneficiaries
* Capitalonline Data Service and MeiG Smart Technology have cautioned investors that their business outlook remains unchanged despite deploying DeepSeek's model.
* Beide companies are still in the early stages of adapting DeepSeek-related models and have not reported any significant impact on their business.
Industry Adoption
* Tencent and Huawei have also announced integration of DeepSeek's model into their offerings, further highlighting the adoption of this groundbreaking technology in China.