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DeepSeek走红三个月,第一批想靠它赚钱的怎么样了丨南财号联播
2 1 Shi Ji Jing Ji Bao Dao·2025-04-23 09:27

Group 1: Gold Market - Gold prices have adjusted significantly, with spot gold dropping over $200 to below $3300 per ounce, leading to a 4.55% decline in Shanghai gold futures [1] - A-share gold stocks have seen substantial declines, with companies like Mingpai Jewelry and Chifeng Gold hitting the daily limit down, while others like Laishen Tongling and Sichuan Gold fell over 9% [1] - Domestic gold jewelry prices have also decreased, with the price of 24K gold jewelry dropping from 1082 RMB per gram to 1055 RMB, a reduction of 27 RMB per gram [1] Group 2: Financial Sector in Shenzhen - As of the end of Q1 2025, Shenzhen's total deposits reached 13.97 trillion RMB, with both deposits and loans increasing by over 300 billion RMB in the first quarter [1] - Household deposits and non-financial enterprise deposits have shown significant year-on-year growth, while household loans increased by 430.55 billion RMB, outpacing the overall loan growth rate by 1.2 percentage points [1] Group 3: Payment Industry - The payment industry is undergoing significant consolidation, with five payment licenses being revoked this year, including Shandong Feiyin Payment Technology Co., marking the fifth cancellation [1] - The total number of revoked third-party payment licenses has reached 101, reducing the number of licensed payment institutions to 170 [1] Group 4: AI and Content Creation - The rise of AI tools like DeepSeek has created a competitive landscape for content creators, where quality is more important than quantity for monetization [2] - The market is witnessing a shift where many individuals attempting to profit from AI-generated content may find themselves at a disadvantage, with the real beneficiaries being those who provide educational content rather than original creators [2] Group 5: Robotics Industry - The recent humanoid robot half marathon showcased advancements in robotics, with the Tian Gong team winning the event, indicating a shift towards industrialization of humanoid robots [3] - The Tian Gong 2.0 robot is set for small-scale production and application, with a collaborative network involving several key A-share listed companies in technology development and component supply [3] Group 6: Card Game Industry - The card game company, leveraging popular IPs like Ultraman and Nezha, is making a second attempt to go public in Hong Kong, with significant revenue growth reported [4] - The company achieved revenues of 41.31 billion RMB, 26.62 billion RMB, and 100.57 billion RMB from 2022 to 2024, with adjusted net profits showing a similar upward trend [4] - The card game market is experiencing a boom driven by blind box economics, but concerns about youth addiction to spending remain prevalent [4]