The entire market trend in February revolved around Deep Seek and humanoid robots reaching new highs, with dual-line promotion. However, due to excessive price increases and regulatory scrutiny, Deep Seek has undergone significant adjustments, primarily because the bottom-fishing funds were too impatient, getting trapped in wave after wave, which instead allowed humanoid robots to progress more smoothly.Nonetheless, the outstanding performance of Deep Seek has caught the attention of major domestic companies, which have sensed the significant opportunities and are eager to get involved, indicating plans to increase investments and establish more computing power service centers in the future.Alibaba has officially announced that its investment in cloud services over the next three years will exceed the total of the past decade, and Apple is set to collaborate with Alibaba to launch smart service operations in China, which is a substantial business volume for Apple. This is also a reason for Alibaba to accelerate the construction of cloud computing services.There are also reports that ByteDance has increased its investment amount to 250 billion. Tencent and Huawei are also expected to generously participate in the ongoing expansions, making the optimistic outlook for data centers quite justified.Additionally, the open-source nature of the Deep Seek large model, along with its low cost and high efficiency, will accelerate the rapid deployment of applications, such as in autonomous driving for vehicles, smart toys, and home applications. Humanoid robots are also rapidly evolving in the iteration of large models, with comprehensive applications increasingly being integrated into office environments, AI healthcare, and AI governance, all of which are emerging industries worth paying attention to.Based on the above analysis, there is a strong expectation for a second wave opportunity related to DS, and it is recommended that everyone closely monitor this area.Computing Power: Hainan Huatie, Hongjing Technology, Yuandao Communication, Tuo Wei Co., Parallel Technology, Hongxin Electronics, Capital Online, Youkede, Aofei Data.Data Power/Liquid Cooling: Kete Power, Oulutong, Magmi Tech, Weichai Heavy Machinery, Kehua Data, Yingweike, Shenling Environment, NIO Lithium Core, Zhongheng Electric, Jinpan Technology, Haotai Technology.Alibaba Data Center Construction Concept Stocks: Data Port, Ruijie Networks, Runjian Co., Wolter Nuclear Materials, Guangxun Technology.AI Healthcare: Weining Health, Dian Diagnosis, Chuangye Huikang.Edge Computing: Ruixin Micro, Guanghetong, Yiyuan Communication, Runxin Technology.AI Applications: Yongyou Network, Jinqiao Information.Robots: Yunding Technology, Jiechang Drive, Zhaowei Electromechanical, Zhongjian Technology, Zhongdali De, Changsheng Bearings, Wolong Electric Drive, Wuzhou Xinchun, Julun Intelligent, Hanwei Technology, Keli Sensor, Zhongding Co., Lvdexiebo, Fulai New Materials, Construction Industry.Independents: Xingtum Control, Yaxiang Co., Feng Assistant.
Tomorrow’s Observation: Tuo Wei Information, Kete Power, Zhiwei Intelligent, Yunding Technology, Yian Technology, Wuhan Fanggu.