赛博贾维斯——开源的Claw bot火遍全球，A股谁受益？| 0127

Market Analysis - On January 27, the market rebounded after a dip, with all three major indices turning positive, and the ChiNext Index rising over 1%. The total trading volume in the Shanghai and Shenzhen markets was 2.89 trillion yuan, a decrease of 353.2 billion yuan from the previous trading day. By the close, the Shanghai Composite Index rose by 0.18%, the Shenzhen Component Index by 0.09%, and the ChiNext Index by 0.71% [1]. Sector Performance - The domestic chip sector saw significant gains, with 24 stocks rising, while gold and photovoltaic sectors also performed well, with 22 and 49 stocks respectively showing increases. Other notable sectors included aerospace and medical, with 15 and 8 stocks rising respectively [3]. Geopolitical Impact - Tensions in Sino-Japanese relations are expected to benefit domestic alternatives. Japan's Prime Minister stated that in the event of a crisis in the Taiwan Strait, Japan would not abandon its allies. In response, China's Foreign Ministry emphasized Japan's historical responsibilities regarding Taiwan and urged Japan to reflect on its past actions [4][5]. Gold Market Surge - On January 26, international gold prices surpassed $5,000 per ounce for the first time in history, leading to a surge in consumer demand for gold jewelry during the Chinese New Year shopping season. The price of gold jewelry in Hangzhou was reported to be between 1,500 to 1,800 yuan per gram, prompting long queues of customers [6][7]. DeepSeek OCR 2 Model Launch - On January 27, DeepSeek launched the new DeepSeek-OCR 2 model, which utilizes an innovative DeepEncoder V2 method to dynamically rearrange image components based on their meaning, improving performance in processing complex layouts compared to traditional models. This model aims to enhance visual understanding and causal reasoning capabilities [9][10]. Application and Market Potential - The DeepSeek-OCR 2 model is positioned as a long-term solution with substantial technological advancements and broad application prospects. It addresses the critical bottleneck in AI commercialization by significantly reducing the costs associated with processing long documents and dialogues, making it suitable for various sectors including finance, healthcare, and education [12][13]. Company Spotlight: CaiXun Co., Ltd. - CaiXun Co., Ltd. has a clear but indirect connection to the DeepSeek-OCR 2 topic. While not a direct OCR technology provider, its core business and strategy are closely tied to DeepSeek and its related technologies, making it a market focus [15]. Financial Performance - In the third quarter of 2025, the company reported a revenue of 18.738 billion yuan, a year-on-year increase of 28.65%. The net profit attributable to shareholders was 99 million yuan, up 265.47%, while the net profit excluding non-recurring items surged by 455.17% [29].