DeepSeek大型语言模型
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恒指公司:恒生科指过去一年涨超53% DeepSeek模型成关键催化剂
智通财经网· 2025-07-25 03:46
Group 1: Market Performance - The Hang Seng Tech Index recorded an increase of over 53% in the past year, outperforming the broader Hang Seng Composite Index by 12 percentage points [1] - As of July 18, 2025, the Tech Index has risen by 24% year-to-date, continuing its upward trend after a nearly 19% increase in 2024 [1] - The Tech Index's one-year annualized volatility is approximately 41%, compared to 28% for the Hang Seng Composite Index [1] Group 2: Exchange-Traded Products (ETPs) - The total assets under management (AUM) for ETPs tracking the Tech Index reached $26.3 billion as of June 30, 2025, reflecting a nearly 35% increase from the end of 2024 [2] - The cumulative AUM growth from 2021 to 2025 for ETPs tracking the Tech Index is 362% [2] - There are currently 29 ETPs based on the Tech Index listed across 13 different exchanges in the US, Europe, and Asia [2] Group 3: Futures Market - The average daily trading volume (ADV) for Tech Index futures reached approximately 172,000 contracts in the first half of 2025, a 44% increase from 2024 [3] - Since the launch of Tech Index futures in November 2020, the ADV has increased by 97 times, significantly boosting its market share in Hong Kong's overall futures market to 22% [3]
增强国家AI主权保障用户私隐 大马推介策略人工智能基础设施
Sou Hu Wang· 2025-05-19 13:19
Group 1 - The Malaysian government has officially introduced a strategic AI infrastructure, marking a significant step in enhancing the country's AI sovereignty and ensuring data privacy and security by localizing data processing [2][3] - The project features the deployment of Huawei's chips and servers, along with the DeepSeek large language model, making it the first of its kind outside China and positioning Malaysia as a potential leader in AI adoption within ASEAN [3] - The initiative includes the launch of Malaysia's first sovereign generative AI environment powered by the AlterMatic DT250AI server, which boasts superior performance and energy efficiency compared to industry averages [5][6] Group 2 - The system's performance exceeds the industry average by 20%, with a 30% improvement in energy efficiency, and it is already being adopted by several institutions, including the Prime Minister's Office and the Ministry of Communications [6] - Skyvast and Leadyo Systems have announced plans to deploy 3,000 advanced GPUs across multiple infrastructure regions by 2026, supported by Malaysia's AI system integration and delivery ecosystem [6] - A bilateral data corridor connecting Malaysia's Cyberjaya with China's Shanghai Free Trade Zone has been introduced, aimed at facilitating seamless cross-border AI development through infrastructure and digital capabilities [6][7] Group 3 - The data corridor is jointly operated by Skyvast Data and Shanghai International Data Port Co., ensuring coordinated operations between the two countries [7] - Malaysia's favorable industrial environment, strong bilateral relations with China, and maturity in semiconductor manufacturing and local talent have attracted companies like Leadyo Systems and Huawei to launch advanced GPU technology in Malaysia [7] - The Glass City Advanced Technology Park project is progressing steadily, with the digital twin park expected to be completed within two years, and the design phase for the trusted data corridor connecting Glass City and Shanghai has already begun [8][9]