The landscape of artificial intelligence is undergoing a remarkable transformation, with DeepSeek emerging as the new darling of the tech industryThis surge in interest is not just a passing trend, but a significant evolution driven by recent advancements in AI technology and its widespread application across various sectorsAs we dive into the current market dynamics, it’s evident that DeepSeek and its related stocks have captured the imagination of investors and tech enthusiasts alike.

Today, a significant leap in stock performance was observed in the market, particularly among companies connected to the DeepSeek conceptA total of 16 stocks reached their daily limit or experienced gains of over 10%. Although this growth was slightly weaker compared to the previous day, the overall enthusiasm for DeepSeek stocks remains palpable

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Various sectors within the tech market, including humanoid robotics, AI glasses, and computing power chips, have all shown substantial growth, indicating a collective bullish sentiment surrounding AI innovations.

By midday, the Shanghai Composite Index reflected a gain of 0.76%, while the Shenzhen Component soared by 1.43%, and the ChiNext Index surged by 2.09%. Among these, the DeepSeek concept stood out, with companies like Meigu Intelligent Technology and Daily Interaction reaching their cap on stock price increasesThe excitement extends to edge AI concepts, where AI glasses and SOC chip directions are also witnessing a remarkable uplift, underscored by the stocks of Yuntianlifang and Ruixinwei reaching their daily limitsFurthermore, the robotics sector has shown a recurring active interest, with Mingzhi Electric and Zhaowei Machinery also hitting their caps.

On February 5th, China Mobile made a substantial announcement regarding the full rollout of DeepSeek across its cloud services, ensuring all versions are compatible and all sizes are adaptable

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With 13 intelligent computing centers now operational nationwide, users can easily deploy, distill, and orchestrate AI models, marking a pivotal moment in the cloud computing landscapeIn addition, two companies, Deepseek Limited and DEEPSEEK (HK) LIMITED, have recently been registered in Hong Kong, further solidifying the footprint of DeepSeek in the international market.

Meanwhile, Zhewen Interconnect announced via its official account that its product development team is working tirelessly over the Chinese New Year, integrating DeepSeek-R1 as the cornerstone of its intelligent content ecosystemThis innovative platform aims to enhance AI-driven marketing products with technical iterations, set to be released next weekShenzhou Digital is also integrating DeepSeek into its proprietary Shenzhou Wenxue platform, allowing users to deploy the models within a mere three minutes, showcasing the adaptability and ease of use of these technologies.

Media outlets in the U.S

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have recently reported that DeepSeek’s influence is now too pervasive to be stifledThe implications are significant, suggesting a shift in the global landscape of AI technology where DeepSeek has cemented its role as a leading player.

The Comprehensive Rollout

In recent days, several tech giants have embraced DeepSeek, signaling a trend where leading companies are keen to integrate this innovative technology.

China Unicom announced that it has adapted the DeepSeek-R1 model based on its “Starfall” platform, thus ensuring compatibility with national and mainstream computing power standards, marking a notable advancement in local AI innovation.

Just after, China Mobile reiterated its commitment to the complete implementation of DeepSeek, assuring full-scale functionality and version adaptability across its services.

The integration of DeepSeek into China Mobile's cloud computing platform allows for seamless use of AI technologies, enhancing service delivery for clients

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This move also facilitates efficient deployment of AI capabilities, enabling users to customize their computing power allocations through specialized plans tailored for internet enterprises and academic research.

Zhewen Interconnect emphasizes that the application of DeepSeek-R1 is pivotal for their marketing product iterations, transforming their intelligent content ecosystem to harness AI agents effectively and intelligently, enhancing decision-making capabilities across all processes.

Today, Shenzhou Digital also articulated its commitment to DeepSeek, stating that the series of models integrates smoothly with its Ascend platform, thus providing accelerated deployment and an enhanced user experience in AI application development.

According to Bernstein analysts, the combination of DeepSeek with Huawei's Ascend chips marks a pivotal watershed moment in the AI industry

They assert that DeepSeek demonstrates a viable pathway for developing large language models using domestically produced chips, alleviating reliance on advanced American hardwareObservers note that while other large models have proliferated within China over the past year, it’s only since the rise of DeepSeek that a truly comprehensive AI offering has surfaced.

Messages from Outside

On February 5th, the emergence of Deepseek Limited and DEEPSEEK (HK) LIMITED in Hong Kong highlights the growing significance of DeepSeek internationally, with the companies registered as private limited entitiesMoreover, the principal entity, Hangzhou DeepSeek AI Technology Research Co., Ltd., has already secured several trademarks under the DeepSeek name, extending across various business categories.

Despite recent legislative efforts in the United States, Italy, Australia, and South Korea aimed at curtailing DeepSeek’s operations, reports indicate that its reach cannot be easily diminished

The narrative emerging from Washington suggests that it is nearly impossible to erase DeepSeek’s influence on a global scale.

Experts highlight that what distinguishes DeepSeek from other restricted Chinese tech products is its open-source nature, with comprehensive documentationThis transparency has fostered a global community of developers who leverage DeepSeek’s architecture, regardless of any national barriers aimed at restricting its applications.

The ramifications are reverberating throughout Europe, where numerous AI firms are invigorated by DeepSeek’s advancementsAmidst restrictions and budget constraints, Chinese research teams are increasingly capable of developing AI models that rival and potentially surpass American counterparts