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关键信息曝光,DeepSeek概念透露!谁是算力之王?

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]