DeepSeek相关公司获密集调研

Group 1 - DeepSeek's popularity continues to attract institutional research, with around 40 related listed companies receiving institutional inquiries in the past month, including Yuxin Technology, Capital Online, and Shunwang Technology, each hosting over a hundred institutional visits [1] - Companies are integrating DeepSeek's large model into their business operations, with Shunwang Technology embedding DeepSeek model services into its cloud computer products and planning further applications in intelligent customer service [2] - Lianhua Holdings has adapted DeepSeek R1 for its intelligent terminal, providing services across various sectors such as finance, government, healthcare, and education, enhancing capabilities like intelligent investment advisory and personalized learning experiences [2] Group 2 - Companies report that the open-source and low-cost nature of DeepSeek models presents new opportunities in the downstream market, with Yuke Technology noting that open-source DeepSeek allows neutral cloud computing companies to enhance their services [4] - Capital Online emphasizes that DeepSeek promotes the integration of large models with cloud services, transforming cloud providers into comprehensive service providers offering "computing power + model" services through a Model as a Service (MaaS) approach [4] - Companies are particularly optimistic about the demand for products in the banking and financial sectors, with Yuxin Technology stating that its product system has fully integrated DeepSeek models across various applications, and financial institutions are accelerating AI technology integration [5] Group 3 - Tianyang Technology anticipates that 2025 will be a pivotal year for banks to explore the implementation of large models in the financial sector, as DeepSeek reduces the dependency on computing power and allows for private deployment [5] - City commercial banks are accelerating their computing power procurement processes to support the deployment of large models, with Tianyang Technology enhancing its product offerings and training to meet the needs of these banks [6] - Jingbeifang indicates that DeepSeek will expand the application space for large models in financial IT, increasing the potential for AI usage across various banking operations, driven by business departments rather than technology departments [6]