Understanding the Latest Developments in DeepSeek Concept Stocks

In the ever-evolving landscape of technology and investments, the USA has seen a flurry of activity surrounding DeepSeek concept stocks. Recent announcements clarify that there are no investment ties between Zhejiang Dongfang, Huajin Capital, and DeepSeek. This news has left many investors anxious and perhaps reconsidering their positions. Let’s break down the latest insights related to DeepSeek concept stocks and those companies that are worth your attention! 🚀

Core Recommendations (Verified Collaborations)

1. Computing Infrastructure: Certainty of Benefits

• Inspur Information (000977.SZ)
  
  Logic: Provides AI server clusters to DeepSeek with a robust portfolio, including the powerful NVIDIA H800 chip and proprietary AIStation platform. The collaboration has been validated through industry channels, ensuring a steady stream of orders.
  
  Advantages: Leading global market share in AI servers and strong ties with top-tier AI companies.
• Sunway Technology (603019.SH)
  
  Logic: Responsible for constructing the liquid cooling system for DeepSeek’s Hangzhou training center, indicating clear technical specifications (PUE < 1.15) with an increasing demand for liquid cooling solutions.
  
  Advantages: A cornerstone in local computing capacity, benefiting from governmental policy support.
• Hangjin Technology (000818.SZ)
  
  Logic: Its subsidiary supplies optical modules and switches that integrate strongly with the NVIDIA ecosystem, ensuring a solid presence in the hardware supply chain.
  
  Advantages: Clear path for domestic replacements, with rising demand for 800G optical modules.

2. Vertical Application Areas: Evidence of Commercial Implementation

• Tuoer SI (300229.SZ)
  
  Logic: Collaborated with DeepSeek to develop a financial sentiment model that has been implemented in intelligent report generation systems for institutions such as CITIC Securities.
  
  Advantages: Leading NLP technology with high customer retention in financial sectors.
• iFLYTEK (002230.SZ)
  
  Logic: Integrated the DeepSeek-Math model to launch the “Starfire Learning” math tutoring application, experiencing significant user growth in educational settings.
  
  Advantages: A dual strategy leveraging both consumer education hardware and B2B industry solutions.
• Kingsoft Office (688111.SH)
  
  Logic: Enhanced WPS intelligent writing with the DeepSeek-Writer API to boost document generation efficiency.
  
  Advantages: Leading indigenous office software, benefiting from AI-driven subscription models.

Exercise Caution (Further Collaboration Verification Needed)

• Daily Interactions (300766.SZ)
  
  Logic: Provides user behavior data optimization models for DeepSeek; however, the company does not hold direct shares, necessitating scrutiny on data compliance risks.
  
  Risk Warning: Depth of collaboration relies on data authorization agreements, posing potential regulatory uncertainties.
• Zhuo Chuang Information (301299.SZ)
  
  Logic: There are rumors that its financial corpus is being used for DeepSeek training, but the company has not formally confirmed any cooperation.

Conclusion and Recommendations

Investors looking into DeepSeek concept stocks should prioritize companies with clear cooperative relationships and strong performance capabilities such as Inspur Information, Sunway Technology, and Tuoer SI. Additionally, be on the lookout for Hangjin Technology (optical modules) and Kingsoft Office (AI & office integration) as they may provide significant technological upgrades. Lastly, it’s wise to keep a keen eye on the official announcements from Daily Interactions and Zhuo Chuang Information.

Note: The above analysis is based on publicly available information. It is essential for investors to consider their individual risk tolerance when engaging in strategic decision-making.