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Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
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DeepSeek's traffic surpassing ChatGPT has attracted attention, and Maifushi's stock surged more than 8%.
① What direct impact do the technical breakthrough directions proposed by the Ministry of Industry and Information Technology have on companies related to DeepSeek? ② China Securities Co.,Ltd. states that AI Agent technology has entered the acceleration phase of Scaling Law, which challenges and opportunities will domestic Asia Vets face?
Understand the full-year performance of Maifushi (02556.HK) in 2024 through one picture.
Maifushi (02556.HK) has released its 2024 Earnings Reports, deeply constructing an Al + Saas intelligent product ecosystem and increasing investment in Al Agent applications.
