Core Viewpoint - The release of the DeepSeek-OCR 2 model, which utilizes the innovative DeepEncoder V2 method, enhances AI's ability to dynamically rearrange image components based on their meanings, aligning more closely with human visual encoding logic [1]. Group 1 - The DeepSeek team has published a paper titled "DeepSeek-OCR 2: Visual Causal Flow" and has open-sourced the DeepSeek-OCR 2 model [1]. - The new model's approach allows for a more human-like interpretation of images, improving AI's visual processing capabilities [1]. Group 2 - Following the announcement, DeepSeek-related stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit up, and Hongjing Technology also reaching a 20% increase [4]. - Other companies such as Kaipu Cloud, Shiji Hengtong, and Binhang Technology also saw short-term price increases [4].

2026年1月27日，宏景科技（sz301396）触及涨停，涨停价98.1元，涨幅20%，总市值150.60亿元，流通 市值74.64亿元，截止发稿，总成交额26.67亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，宏景科技涨停原因可能如下，智能算力转型+东数西算+业绩改善： 1、宏景科技 正从传统智慧城市业务向智能算力服务转型，2025年算力业务收入占比已达91.28%，转型成效显著。 2025年1 - 9月营收15.5亿元，净利润1.08亿元，较2024年亏损明显改善，业绩大幅提升吸引投资者关 注。 2、公司的智能算力项目符合国家"东数西算"战略，可享受政策红利。在国家大力推动数字经济发 展的背 ...

Group 1 - DeepSeek's new DeepSeek-OCR 2 model utilizes the innovative DeepEncoder V2 method, enabling AI to "see" an image in a logical sequence similar to humans [2] - The AI ETF has seen a net inflow of 1.375 billion yuan over the past 10 days, with a current scale of 10.961 billion yuan, covering various segments of the AI industry chain [3] - The robot-themed ETF includes leading companies such as Huichuan Technology, leading in industrial robots, and Stone Technology, a leader in service robots [3] Group 2 - The Yuangbao plan will distribute 1 billion yuan in cash red envelopes starting February 1, with individual envelope amounts reaching up to 10,000 yuan [2] - Wenxin will launch a cash red envelope campaign totaling 500 million yuan from January 26 to March 12, also with a maximum prize of 10,000 yuan [2] - ByteDance's Volcano has become the exclusive AI cloud partner for CCTV's Spring Festival Gala, indicating potential for further promotional activities during the event [2]

Core Insights - DeepSeek's release of the DeepSeek-OCR2 model has led to a short-term surge in related stocks, with companies like YunSai ZhiLian and Hongjing Technology hitting their upper trading limits [1] - The DeepSeek-OCR2 model utilizes the innovative DeepEncoder V2 method, allowing AI to dynamically rearrange image components based on their meanings, closely mimicking human visual encoding logic [1][6] Technology Advancements - The DeepSeek-OCR2 model breaks the limitations of traditional OCR by improving semantic understanding of images, significantly enhancing recognition accuracy in complex layouts, distortions, and occlusions [6] - In the OmniDocBench v1.5 benchmark test, the model achieved a score of 91.09%, a 3.73% improvement over its predecessor [6] - The model maintains high precision while controlling computational costs, with visual token counts limited to between 256 and 1120, aligning with Google's Gemini-3 Pro [6][7] Architectural Significance - The release of DeepSeek-OCR2 represents not just an upgrade in OCR performance but also a significant exploration of architecture, validating the potential of using language model architectures as visual encoders [7] - The model's "two cascaded 1D causal reasoning" approach may signify a breakthrough in achieving true 2D reasoning by decomposing 2D understanding into complementary sub-tasks [7] Industry Implications - The launch of the DeepSeek-OCR2 model provides a technological upgrade direction for the OCR industry, enabling companies involved in graphic information processing and digital transformation services to optimize their products and expand business opportunities in finance, healthcare, and government sectors [8] - DeepSeek's commitment to an open-source technology route and the continuous release of high-performance model products will benefit developers and enterprises focusing on secondary development and deployment services [8] - The adaptation of DeepSeek's model on edge devices is pushing AI capabilities towards the edge, creating growth opportunities for companies involved in edge hardware development and edge computing solutions [8]

Group 1 - DeepSeek concept stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit up, and Hongjing Technology also reaching a 20% increase [2] - Other companies such as KaiPuYun, Shiji Hengtong, and Parallel Technology saw short-term gains as well [2] - The market reaction was driven by the release of the DeepSeek-OCR 2 model by DeepSeek [2]

Group 1 - DeepSeek concept stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit up, Hongjing Technology reaching a 20% limit up, and KaiPuYun, Shiji Hengtong, and Parallel Technology also seeing short-term increases [1] - The surge in stock prices is attributed to the release of the DeepSeek-OCR 2 model by DeepSeek [1]

【国联民生计算机】‼云需求再获英伟达加持：英伟达投资20亿美元云服务商CoreWeave 根据财联社报道，英伟达与CoreWeave公司今日宣布扩大长期的互补合作关系，使CoreWeave能够加速到2030年建 设超过5吉瓦的人工智能工厂。 英伟达以每股87.20美元的价格投资了20亿美元的CoreWeaveA类普通股。 合作深化：加速AI工厂建设，英伟达 【国联民生计算机】‼云需求再获英伟达加持：英伟达投资20亿美元云服务商CoreWeave 根据财联社报道，英伟达与CoreWeave公司今日宣布扩大长期的互补合作关系，使CoreWeave能够加速到2030年建 设超过5吉瓦的人工智能工厂。 英伟达以每股87.20美元的价格投资了20亿美元的CoreWeaveA类普通股。 合作深化：加速AI工厂建设，英伟达提供技术、财务支持，CoreWeave用英伟达加速计算平台建AI工厂，双方还将 在软件、架构上进一步对齐。 英伟达此前已是CoreWeave的投资方、CoreWeave也是英伟达优先供货的云服务商。 英伟达此次投资将绑定核心算力伙伴，分散云厂商渠道依赖。 CoreWeave将获资金加速巩固算力供给能力，深 ...

截至1月9日，宏景科技股东户数2.97万，较上期减少5.83%；人均流通股2557股，较上期增加6.19%。 2025年1月-9月，宏景科技实现营业收入15.51亿元，同比增长595.49%；归母净利润1.08亿元，同比增长 448.91%。 1月26日，宏景科技涨3.85%，成交额14.68亿元。两融数据显示，当日宏景科技获融资买入额1.50亿 元，融资偿还1.56亿元，融资净买入-618.06万元。截至1月26日，宏景科技融资融券余额合计4.86亿 元。 融资方面，宏景科技当日融资买入1.50亿元。当前融资余额4.85亿元，占流通市值的6.66%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，宏景科技1月26日融券偿还200.00股，融券卖出400.00股，按当日收盘价计算，卖出金额3.27 万元；融券余量4220.00股，融券余额34.50万元，超过近一年90%分位水平，处于高位。 资料显示，宏景科技股份有限公司位于广东省广州市黄埔区映日路111号，成立日期1997年3月7日，上 市日期2022年11月11日，公司主营业务涉及面向政府机关、事业单位、企业等客户,在智慧民生、城市 综合管理、智 ...

证券代码：301396 证券简称：宏景科技 公告编号：2026-005 宏景科技股份有限公司 关于对外担保的进展公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 特别提示： 宏景科技股份有限公司（以下简称"公司"）对外提供担保总额超过公司最近 一期经审计净资产的100%，前述担保均为公司对合并报表范围内单位提供的担 保，处于公司可控范围内，敬请广大投资者充分关注并注意投资风险。 公司于2025年12月15日召开第四届董事会第十四次会议、2026年1月5日召开 2026年第一次临时股东会，审议通过了《关于新增担保额度的议案》，同意公司 为控股子公司深圳宏景纵横科技有限公司（以下简称"宏景纵横"）新增提供不 超过人民币620,000万元的担保额度，用于宏景纵横向银行及其他金融机构、类 金融机构、地方金融组织申请综合授信及日常经营（包括但不限于相关业务合同 的 担 保 ） 。 具 体 内 容 详 见 公 司 于 2025 年 12 月 17 日 刊 登 在 巨 潮 资 讯 网 （http://www.cninfo.com.cn）上的《关于新增担保额度的公告》（公告编号 ...

Core Viewpoint - The A-share market saw a rise in Tencent Cloud-related stocks following Tencent's announcement of a cash activity worth 1 billion yuan for the upcoming Spring Festival, aiming to replicate the success of the WeChat red envelope initiative [1] Group 1: Stock Performance - Ruijie Networks (301165) increased by 12.41%, with a total market capitalization of 68.4 billion yuan and a year-to-date decline of 3.18% [2] - Century Hengtong (301428) rose by 6.97%, with a market cap of 3.892 billion yuan and a year-to-date increase of 17.62% [2] - Hongjing Technology (301396) saw a rise of 5.82%, with a market cap of 12.8 billion yuan and a year-to-date increase of 25.64% [2] - Kehua Data (002335) increased by 3.30%, with a market cap of 33.1 billion yuan and a year-to-date increase of 15.63% [2] - Deepin Technology (300454) rose by 3.10%, with a market cap of 72.5 billion yuan and a year-to-date increase of 49.73% [2]