To The Moon

I've identified some Chinese stocks that align with the DeepSeek concept. They could be worth a speculative investment but aren't suitable for long-term holding, as investing in Chinese stocks carries inherent risks. The leading AI stock in China is Cambricon Technologies(688256). [Miser] [Miser] Happy Lunar New Year! [Miser] [Miser] 

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Equity Affiliates

Zhejiang Orient (600120): Invested in DeepSeek's angel round through its subsidiary Hangzhou Oriental Jiafu Fund. Shareholding structure: Zhejiang Orient → Oriental Jiafu (40% stake) → DeepSeek.

HuaJin Capital (000532): An investment platform under Zhuhai State-owned Assets, indirectly participated in DeepSeek's Pre-A round financing through the HuaJin Lingyue Fund.

Computing Infrastructure Suppliers

Inspur Information (000977): Provided an AI server cluster for DeepSeek's Beijing Yizhuang Computing Center, equipped with NVIDIA H800 GPUs and a self-developed AIStation management platform.

Sugon (603019): Built a liquid cooling system for DeepSeek's Hangzhou Training Center, with a cabinet power density of 35kW and a PUE (Power Usage Effectiveness) of less than 1.15.

Runze Technology (300442): Supplied over 3,000 cabinets at its Langfang Data Center for DeepSeek, using indirect evaporative cooling technology, reducing operating costs by 15% compared to competitors.

Key Technology Providers

Hanking Technology (000818): Its subsidiary, Chaoyin Digital Intelligence, supplies optical modules and switches to DeepSeek, closely integrated with NVIDIA's ecosystem.

Data and Ecosystem Partners

Daily Interactive (300766): As the second-largest shareholder of Phantom Quant, it spearheads Zhejiang's big data computing center, providing robust computing power and vast user behavior data for DeepSeek.

SCI99 (301299): Collaborates with Phantom Quant on financial corpus projects, potentially offering data resources for DeepSeek model training and optimization.

Vertical Industry Partners

TRS (300229): Co-developed a financial sentiment analysis model with DeepSeek, already deployed in institutions like CITIC Securities for intelligent report generation.

iFLYTEK (002230): Integrated the DeepSeek-Math model in educational scenarios, jointly launching the "Sparktutor" AI math tutoring app.

Kingsoft Office (688111): Incorporated the DeepSeek-Writer API into WPS for intelligent writing, tripling document generation efficiency and reducing error rates by 90%.

Potential Technology Collaboration Stocks

Feelers (300287): One of the few listed companies utilizing MLA (Multi-head Latent Attention). DeepSeek-V2 architecture innovations involve MLA technology, indicating potential collaboration.

Nanwei Software (603636): Excels in AI with multi-head attention mechanisms and enhanced feature pyramid methods, aligned with DeepSeek's technological focus.

Parallel Tech (839493): Provided multiple parallel computing technologies, significantly enhancing DeepSeek's computational capacity.

Related Partners

Insight Group (300781): Associated with Phantom Quant's DeepSeek-V3 model, indicating potential collaboration in model development or applications.

Other Potential Beneficiaries

AI Chips and Hardware: Domestic AI chip manufacturers like Cambricon (688256) and Jingjia Micro(300474) could benefit from the increased computing power demand driven by DeepSeek's advancements.

$Zhejiang Orient Financial Holdings Group Co.,Ltd.(600120)$  

$Zhuhai Huajin Capital Co.,Ltd.(000532)$  

$Dawning Information Industry Co.,Ltd.(603019)$  

$Cambricon Technologies Corporation Limited(688256)$  

$Range Intelligent Computing Technology Group Company Limited(300442)$  

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