DeepSeek大热，风险与机遇并存。 自蛇年新春开市以来，A股刮起两股风，一是"哪吒风"，二是"DeepSeek风"。A股市场上，一场围绕着 以DeepSeek为中心的投资盛宴火热开启，几乎沾上DeepSeek的公司均备受二级市场的追捧，并且受到 一众国内上市公司的纷纷力挺。 从百度文心一言，到Kimi以及字节跳动的豆包，再到DeepSeek，中国大模型反复打破大众的固有认 知，这一系列成功的背后，笔者借用《哪吒》系列电影中的经典台词——我命由我不由天。中国在全球 科技领域的话语权更上一个台阶。 近百家公司接入DeepSeek 根据万得热门指数，截至2月14日，蛇年开市以来（2月5日起），DeepSeek指数（含接入DeepSeek大模 型、以及与DeepSeek有合作的公司）累计涨幅超过48%，呈现断崖式领涨。 并行科技以超过215%的涨幅位居98家公司的首位；公司表示，其智算云平台已部署智谱清言、 DeepSeek-R1等主流模型。 青云科技-U、优刻得-W、杭钢股份、永信至诚股价均翻倍，前2家公司相关产品已上线DeepSeek系列模 型；杭钢股份全资子公司浙江省数据管理有限公司成功完成DeepSeek ...

随着DeepSeek的爆火，炒作DeepSeek概念、打着AI大旗的网络课程也成了"香饽饽"，在互联网上掀起 一波"卖课潮"。 "1000个DeepSeek神级提示词""万字长文教会DeepSeek""DeepSeek15天教程：从入门到精通"……在网络 平台上，与DeepSeek使用相关的课程大量涌现，售价从几元至几十元不等。 然而，这些"包装"精美的课程，不少只是拼凑公开资料，利用消费者的"信息差"牟利。 记者购买了一份"DeepSeek高效使用技巧"的课程，接收的资料中主要内容包含下载软件、注册账号等基 础操作，而所谓的技巧大全则是在官方网站上即可免费查询的提示词样例。而在另一份"开发DeepSeek 百分百潜能"的课程中，课程标题说的是DeepSeek，内容却是另一个人工智能模型的指令技巧。 随着国产AI大模型DeepSeek的爆火，近期市场上出现大批炒作DeepSeek概念的网络课程，更有卖课机 构推出利用DeepSeek"搞钱"的"生财之课"。 "新华视点"记者调查发现，"井喷式"的DeepSeek网课背后，存在一些利用技术焦虑"围剿"消费者的陷 阱。 低价课靠复制粘贴 高价课靠话术"注水" 除了 ...

Group 1: Company Insights - Siling Co., Ltd. has become the only stock with over 100 institutional surveys, receiving attention from 112 institutions, focusing on the development and mass production of harmonic reducers for various robotic applications [1] - The company plans to invest in a second production line in the first half of this year to increase capacity in response to future market demand [1] - Shunwang Technology has been visited by 81 institutions, highlighting the impact of the DeepSeek concept on AI technology proliferation and its cost-effective solutions [2] - The company has integrated DeepSeek models into its cloud computer products, enhancing user experience for over a million active users [2] - UCloud has adapted DeepSeek open-source models to provide various cloud services, with a self-owned computing power scale exceeding 10,000 PetaFLOPS by early 2025 [3] - Capital Online has successfully deployed multiple domestic and international large models on its cloud platform, with over 20,000 chips for computing power, primarily for inference tasks [4] Group 2: Market Performance - The average increase in stock prices of companies surveyed post-holiday is nearly 13%, significantly outperforming the market average [5] - DeepSeek concept stocks like UCloud and Meiri Interactive have seen their prices double, while Capital Online, Yingfang Software, and Dian Diagnostics have increased by over 70% [5] - The largest decline was observed in Jerry Holdings, with a cumulative drop of over 10% post-holiday [6]

Core Viewpoint - The rapid rise of the domestic AI model DeepSeek has led to a surge in online courses capitalizing on its popularity, but many of these courses exploit consumer anxiety and offer little real value [1][2][3] Group 1: Course Quality and Pricing - A variety of online courses related to DeepSeek have emerged, with prices ranging from a few yuan to several hundred yuan, but many are simply repackaged public information [1][2] - High-priced courses promise quick wealth accumulation through DeepSeek, with one course priced at 1999 yuan selling over 114 copies, generating more than 220,000 yuan in sales [2] - Consumers have reported that many courses do not deliver on their promises, with complaints about misleading content and ineffective teaching methods [2][3] Group 2: Marketing Tactics - Course providers often use anxiety-inducing language and celebrity endorsements to attract consumers, claiming that knowledge of DeepSeek is essential for success [4][5] - Tactics such as "limited availability" and showcasing past student success stories are employed to create urgency and pressure consumers into purchasing [5][6] Group 3: Regulatory Concerns - The explosion of AI-related courses highlights the need for better regulation in the online education market, as current oversight is insufficient to protect consumers [6] - Experts suggest that regulatory bodies should enhance guidelines for digital platforms and course providers, and establish a penalty system for fraudulent practices [6] Group 4: Consumer Advice - Consumers are advised to maintain a rational approach to purchasing online courses and to be wary of claims promising easy money [7]

Core Viewpoint - The rapid rise of the domestic AI model DeepSeek has led to a surge in online courses capitalizing on its popularity, but many of these courses exploit consumer anxiety and provide little real value [1][2][3] Group 1: Course Quality and Consumer Experience - Many low-priced courses rely on copying and pasting publicly available information, misleading consumers into thinking they are gaining exclusive insights [1][2] - High-priced courses promise quick wealth accumulation through DeepSeek but often fail to deliver, with consumers reporting dissatisfaction and claims of false advertising [2][3] - Complaints from consumers highlight that many courses do not provide practical skills or actionable insights, with instructors often reading from scripts without offering real value [2][4] Group 2: Marketing Tactics and Consumer Manipulation - Course providers use anxiety-inducing language and exaggerated claims to attract consumers, suggesting that not using AI tools like DeepSeek equates to being illiterate in business [4][5] - The marketing strategies include leveraging the credibility of "expert" instructors and creating a sense of urgency through tactics like limited availability [5][6] - Some institutions falsely claim to have successful alumni and guarantee income generation, but these promises often do not materialize, leading to consumer frustration [5][6] Group 3: Regulatory and Industry Response - Experts emphasize the need for stronger regulatory oversight in the online education sector to protect consumers from misleading courses [6][7] - Recommendations include improving legal frameworks, enhancing platform accountability, and establishing penalties for fraudulent practices [6][7] - The responsibility also lies with digital platforms to ensure that course providers meet necessary qualifications and adhere to ethical standards [6][7]

Core Viewpoint - The integration of DeepSeek-R1 model into Zhihu's platform is expected to enhance its commercial potential and user engagement, leading to a significant increase in stock price and market interest [1][3]. Company Summary - Zhihu's stock price surged nearly 50% within a week, with a notable increase of 19.4% on February 14, closing at HKD 12.68 per share [1]. - The integration of DeepSeek-R1 model is seen as a strategic move to improve Zhihu's AI search capabilities, enhancing the accuracy and efficiency of content retrieval [2][3]. - Zhihu's financial performance showed a revenue of CNY 845 million for Q3 2024, with a significant reduction in net loss to CNY 9 million, and a gross margin of 63.9% [3]. Industry Summary - The AI search tool usage in China has seen a 230% year-on-year increase, highlighting the growing demand for advanced AI solutions [2]. - The integration of DeepSeek-R1 is expected to improve answer generation efficiency by 40%, addressing the high error rate of over 35% in existing general models within professional fields [2]. - Major tech companies, including Tencent and ByteDance, are rapidly adopting DeepSeek models, indicating a trend towards enhanced AI capabilities across various sectors [4][5].

Market Overview - The A-share market saw all three major indices close higher, with a total trading volume of 1.71 trillion yuan [1] - A total of 87 stocks hit the daily limit up, with a limit-up rate of 71% [1] - The highest limit-up order volume was for Meiyuan Health, reaching 309,900 lots, followed by Juran Smart Home and Mengwang Technology with 278,600 lots and 259,800 lots respectively [1] Key Stocks and Trends - Mengwang Technology and Hangang Co. both achieved 8 consecutive limit-ups, while Juran Smart Home had 5 consecutive limit-ups [1][2] - AI medical concept stocks showed strong performance, with several stocks hitting the limit-up, including Mengwang Technology, Chaoyan Co., and Da'an Gene [2] - Mengwang Technology is leveraging advanced AI and robotics to provide efficient medical services, including a maternal health management platform and smart nursing robots [3] AI and Data Sector Developments - Companies like Chaoyan Co. and Da'an Gene are utilizing AI technologies for breast cancer screening and DNA diagnostics, significantly improving diagnostic efficiency [3] - The DeepSeek concept stocks, including Tuo Wei Information and Fei Li Xin, are innovating with AI server products and local deployment of AI models [4] - The establishment of a new state-owned enterprise, the National Data Group, is in preparation, indicating a focus on data asset management and operational efficiency [4] Investment Activity - The top net purchases on the Dragon and Tiger list included Shenzhou Digital, Mengwang Technology, and Jinqiao Information, with net purchases of 380 million yuan, 321 million yuan, and 260 million yuan respectively [5][6] - Institutional investors showed significant interest in Jinqiao Information, Runjian Co., and Yihua Record, with net purchases of 225 million yuan, 133 million yuan, and 122 million yuan respectively [6]

Group 1 - The core point of the article is the launch of the domestically produced DeepSeek hyper-converged integrated machine by Sugon Cloud, which aims to accelerate the digital and intelligent transformation for government and enterprises [1] - The product is positioned as an innovative solution that supports the digitalization efforts of various sectors [1] - The announcement highlights the significance of this technology in enhancing operational efficiency and modernization [1]

新华社"新华视点"记者杨淑馨随着国产AI大模型DeepSeek的爆火,近期市场上出现大批炒作DeepSeek概 念的网络课程,更有卖课机构推出利用DeepSeek"搞钱"的"生财之课"。 "新华视点"记者调查发现,"井喷式"的DeepSeek网课背后,存在一些利用技术焦虑"围剿"消费者的陷阱。 低价课靠复制粘贴 高价课靠话术"注水"随着DeepSeek的爆火,炒作DeepSeek概念、打着AI大旗的网络课 程也成了"香饽饽",在互联网上掀起一波"卖课潮"。 "1000个DeepSeek神级提示词""万字长文教会DeepSeek""DeepSeek15天教程:从入门到精通"......在网络平 台上,与DeepSeek使用相关的课程大量涌现,售价从几元至几十元不等。 然而,这些"包装"精美的课程,不少只是拼凑公开资料,利用消费者的"信息差"牟利。 记者购买了一份"DeepSeek高效使用技巧"的课程,接收的资料中主要内容包含下载软件、注册账号等基 础操作,而所谓的技巧大全则是在官方网站上即可免费查询的提示词样例。 而在另一份"开发DeepSeek百分百潜能"的课程中,课程标题说的是DeepSeek,内容却是另一 ...

Core Insights - CITIC Consumer Finance has integrated the DeepSeek large model into its self-developed "Xinzhi" one-stop large model service platform, becoming one of the first consumer finance companies to adopt advanced AI large models [1] Group 1: Intelligent Quality Inspection - In the area of intelligent quality inspection, the application of DeepSeek technology has increased the comprehensive accuracy rate of voice recognition in customer service and collection operations to 97%, a 5 percentage point improvement over traditional AI solutions [1] - This enhancement has effectively improved the company's ability to preemptively mitigate credit risks [1] Group 2: Knowledge Base Retrieval - The DeepSeek inference model enables precise extraction of consumer finance expertise, policies, regulations, and market dynamics from vast data, creating a real-time updated intelligent knowledge base [1] - This advancement facilitates intelligent decision-making capabilities for the company [1] Group 3: Model Performance Enhancement - The "Xinzhi" large model service platform combines a mixture of experts framework (MoE) with knowledge graph semantic retrieval technology, significantly enhancing model performance [1] - The application of the DeepSeek large model accelerates the growth of the "Xinzhi" platform in multi-task processing capabilities, computational efficiency, and overall effectiveness [1] Group 4: Future Directions - CITIC Consumer Finance plans to continue deepening its application of financial technology across various dimensions, including intelligent risk control and smart office scenarios [1] - The company aims to actively explore the integration of innovative technologies with business operations, keeping pace with the digital and intelligent transformation trends in the industry [1]