On February 5th, after the opening of the A-share market, DeepSeek concept stocks surged collectively, with Daily Interaction, Meige Intelligent, Tianyu Digital Technology, Hangjin Technology, and Nanwei Software among several stocks hitting the daily limit on price increases. Additionally, stocks like Feilixin, Wanxing Technology, Kunlun Wanwei, and Haiguang Information also saw significant gains. This market frenzy is driven by the release of two large models by the Chinese AI startup DeepSeek—DeepSeek-V3 and DeepSeek-R1.
The two large models recently released by DeepSeek have quickly attracted market attention due to their low cost and performance comparable to OpenAI. Since the official release of the models, DeepSeek has topped the global download charts on the Apple App Store and Google Play Store for several consecutive days, demonstrating its strong technological capabilities and market appeal. This news has directly fueled enthusiastic investment in related concept stocks.
Companies like Daily Interaction and Meige Intelligent have become the focus of investment due to potential collaborations with DeepSeek in AI technology or application scenarios. Firms like Tianyu Digital Technology and Hangjin Technology are also viewed positively by the market for their positioning in the AI sector. Nanwei Software and Feilixin are seen as potential beneficiaries of DeepSeek's large model applications due to their technological accumulation in intelligent and digital solutions.
Analysts point out that the release of DeepSeek's large models not only marks another significant breakthrough in China's AI technology but also brings new development opportunities for related industry chain enterprises. As AI technology continues to mature and application scenarios expand, DeepSeek and its partners are expected to occupy an important position in future market competition.
