Investment Rating - The report maintains a positive outlook on the AI industry and recommends a strategic focus on AI software applications and related sectors [1][2][3] Core Insights - The report emphasizes the ongoing transformation driven by AI technology, highlighting the resurgence of market interest in AI themes and the potential for investment in the AI software application sector [1] - It identifies opportunities in the domestic AI computing power supply chain, particularly in cloud service providers, computing power leasing, and various hardware components [2] - The humanoid robot industry is experiencing sustained interest, with a trend of expanding from structural components to electronic components, indicating potential for collaborative development within the electronics industry [3] - The report also notes the value reassessment in the Hong Kong internet sector, driven by advancements in large model technology and the open-source movement [3] - The consumer electronics panel supply-demand dynamics are improving, with signs of price increases due to rising demand and supply-side adjustments [6] Summary by Sections AI Industry - Continued optimism regarding the growth potential of the AI industry, particularly in software applications and computing power supply chains [1][2] - Key companies mentioned include: 用友网络, 金蝶国际, 汉得信息, and others [1] Humanoid Robots - The humanoid robot sector is expanding, with electronic architecture similar to that of intelligent driving systems [3] - Relevant companies include: 峰岹科技, 思瑞浦, and others [3] Internet Sector - The report highlights the ongoing value reassessment in the Hong Kong internet sector, particularly for Tencent Holdings due to its diverse AI application scenarios [3] Consumer Electronics - The report suggests investment opportunities in the panel industry, with companies like TCL 科技, 彩虹股份, and 京东方 being highlighted [6]

多位接近潞晨科技创始人尤洋的投资人及AI行业同行透露称，"虽然现在DeepSeek开源了很多推理组件，但第三方MaaS厂商很难做到官方成本，所以 只能选择暂停接入。" 以下文章来源于新浪科技 ，作者努力码稿的小浪 新浪科技 . 一手掌握，科技"鲜"闻 本文来自微信公众号： 新浪科技 （ID：techsina） ，作者：周文猛，原文标题《潞晨科技官宣停用DeepSeek背后：创始人受指责，投资人很无 奈》，题图来自：unsplash 国内第一波官宣弃用DeepSeek的公司出现了。 3天前，DeepSeek官方公布线上系统理论成本利润率达545%。几乎同一时间，"清华系"AI Infra企业——潞晨科技，突然宣布暂停DeepSeek API访问服 务。 在DeepSeek将GPU利用率提升到极致，众多厂商纷纷接入的情况下，潞晨科技的"反向操作"令人不解，其创始人尤洋的言论受到众多网友指责。 新浪科技通过潞晨科技内部人员处了解到，此次调整，" 很大一部分原因是出于成本考量 "。 "停用的核心还是成本问题" 3月1日17:02分，就在DeepSeek公布线上系统理论成本利润率达545%并引发广泛关注后，潞晨科技于官 ...

有了"六小龙"后，杭州又向AI"六小虎"之一的智谱抛出了橄榄枝。 证券时报记者独家获悉，近日智谱完成一笔金额超10亿元人民币的战略融资，参与投资方包括杭州城投产业基金、上城资本等。据悉，这轮融资旨在推动智谱国产 基座GLM大模型的技术创新和生态发展。 值得注意的是，作为一家成立于北京的AI大模型公司，智谱2023年已在杭州成立了浙江智谱华章科技有限公司。而就在2月24日，浙江智谱新篇科技有限公司又正 式成立。天眼查显示，法定代表人为刘德兵，注册资本4.5亿元人民币，经营范围包括人工智能基础软件开发、人工智能应用软件开发等，由智谱关联公司北京智谱 华章科技有限公司全资持股。 杭州国资，大手笔押注智谱 DeepSeek横空出世火爆全球、宇树科技人形机器人在春晚表演扭秧歌，今年春节前后，这两家中国科技初创公司吸引了无数人的关注，同时也让孕育了它们的杭州 站到了镁光灯之下。以DeepSeek、宇树科技、游戏科学、强脑科技、群核科技、云深处科技为代表的"六小龙"，成为了杭州科创实力最好的名片与代表。 在诞生了DeepSeek之后，杭州近期在人工智能领域又有大动作——重金押注AI"六小虎"之一的智谱。 据悉，智谱近日完成 ...