Seek .(US:SKLTY) 2 1 Shi Ji Jing Ji Bao Dao·2025-10-23 23:26Core Insights - The emergence of DeepSeek's AI model has significantly boosted confidence among AI practitioners in China, highlighting the country's leading position in AI technology development [1][2] - The Hang Seng AI Theme Index, tracking 40 Hong Kong-listed AI companies, has risen by 34.8% as of August this year, outperforming the overall Hang Seng Index which increased by 28.9% [1] - The open-source nature of DeepSeek is seen as a crucial factor for fostering a culture of collaboration among AI developers, enhancing the practical application of AI technology [2][3] Industry Developments - China has become the world's largest robot market since 2021, accounting for over half of global installations, with AI expected to drive the next generation of automation technology [4] - AI robots currently lack the precision and efficiency of traditional robots, but advancements in AI are anticipated to improve their capabilities in unfamiliar environments [4] - The implementation of AI robots is expected to follow a three-phase approach, starting with low-precision tasks in service industries, progressing to industrial applications, and ultimately achieving close collaboration with humans [4] Technological Advancements - Significant progress has been made in multimodal AI systems that can process and understand various data types, which is crucial for enhancing the interaction of robots with their environments [5] - The development of technologies that allow AI to learn spatial awareness from video files is expected to improve robots' environmental understanding, making them more effective in real-world applications [5] Market Outlook - The overall sentiment regarding the development of the AI industry in China remains optimistic, with investors continuing to focus on this increasingly important technology theme [6]