每经AI快讯，1月28日，北证50指数日内涨超1%。成分股中，戈碧迦涨16%，并行科技、硅烷科技涨 7%。 （文章来源：每日经济新闻） ...

转自：智通财经 【算力租赁概念走强 美利云一字涨停】智通财经1月28日电，早盘算力租赁概念走强，美利云一字涨 停，网宿科技、青云科技涨超10%，优刻得、首都在线、并行科技、铜牛信息、云赛智联跟涨。消息面 上，谷歌正式发布将于2026年5月1日对数据传输的价格进行调整，其中北美地区翻倍。此前，亚马逊云 科技（AWS）上调其EC2机器学习容量块价格约15%，此举被视为AI算力资源紧缺背景下云计算定价逻 辑的重大转变。 ...

云计算板块集体高开，美利云涨停，网宿科技涨超15%，青云科技涨超10%，优刻得、并行科技、首都 在线、铜牛信息、云赛智联跟涨。 ...

Group 1 - DeepSeek team released a paper titled "DeepSeek-OCR 2: Visual Causal Flow" and open-sourced the DeepSeek-OCR 2 model, which utilizes the innovative DeepEncoder V2 method to enable AI to dynamically rearrange parts of an image based on its meaning, aligning more closely with human visual encoding logic [1] Group 2 - DeepSeek concept stocks experienced a short-term surge, with YunSai ZhiLian hitting the daily limit, Hongjing Technology reaching a 20% increase, and KaiPu Cloud, Shiji Hengtong, and Parallel Technology also seeing short-term gains [3]

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].

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]

Core Viewpoint - The cloud computing sector, particularly the computing power leasing concept, is experiencing a significant upward trend, driven by recent price increases from major players like Amazon Web Services (AWS) [1] Group 1: Market Performance - The computing power leasing concept saw a notable surge, with companies such as UCloud and Dawai Technology hitting the daily limit up [1] - QCloud Technology and Capital Online both increased by over 10% [1] - Other companies like Guanghuan Xinwang, Wangsu Science and Technology, and Parallel Technology also experienced gains [1] Group 2: Price Changes - Amazon Web Services (AWS) has raised its EC2 machine learning capacity block prices by approximately 15% [1] - The hourly cost for the p5e.48xlarge instance increased from $34.61 to $39.80 [1]

每经AI快讯，1月26日，早盘算力租赁概念震荡拉升，优刻得、大位科技（600589）涨停，青云科技、 首都在线（300846）涨超10%，光环新网（300383）、网宿科技（300017）、并行科技等跟涨。 ...