DeepSeek啓動開源周！哪些股票能聞風而動？
Under the impact of DeepSeek, who will be the winner? These US stocks are expected to usher in a "golden age"!
近期，DeepSeek無疑是C位中的C位。
The popularity of DeepSeek lies in its release of three aces—open-source nature, ultra-low computing power cost, and powerful reasoning ability.
Simply put, it's like issuing a "free pass" to AI developers: large models that used to require burning money for computing power to train can now run on regular graphics cards. This model is a timely help for many enterprises, reducing the threshold for using large models, driving the popularization and application of AI technology.
It is worth noting that as the popularity of DeepSeek soars, its "circle of friends" is expanding rapidly. Microsoft, NVIDIA, Amazon, Microsoft, and others have connected to DeepSeek by the end of January. In terms of domestic companies, Alibaba Cloud, Baidu Smart Cloud, Huawei Cloud, Tencent Cloud, JD Cloud, and others have successively joined.
With the expansion of the DeepSeek circle of friends, it is expected to further promote the low-cost large-scale models and expand the vertical application scenarios of AI. Futu News has compiled some DeepSeek beneficiary stocks in the U.S. stock market for reference by mooer.
Specifically, application software is expected to usher in an explosion, as low costs drive application explosions, and the widespread use of AI is accelerating. DeepSeek's technological breakthrough reduces the overall cost of AI services, enabling more traditional industries to deploy AI solutions at a lower threshold. This will accelerate the penetration of AI across all industries, further driving digital transformation.At the same time, low costs make customized AI applications possible, allowing individuals and small and medium-sized enterprises to create exclusive AI services, ushering in the era of personalized AI.
And the U.S. stock market covers many"AI+"Software stocks related to AI Plus, including:
AI Plus Advertisement:$Applovin (APP.US)$ 、 $Meta Platforms (META.US)$ 、 $Alphabet-A (GOOGL.US)$ 、 $Twilio (TWLO.US)$ 、 $Klaviyo (KVYO.US)$ ；
AI+ Enterprise Services: $Zoom Communications (ZM.US)$ 、 $Palantir (PLTR.US)$ 、 $UiPath (PATH.US)$ 、 $Workday (WDAY.US)$ 、 $Salesforce (CRM.US)$ 、 $monday.com (MNDY.US)$ 、 $SAP SE (SAP.US)$ 、 $C3.ai (AI.US)$ 、 $ServiceNow (NOW.US)$ 、 $HubSpot (HUBS.US)$ 、 $Gitlab (GTLB.US)$ ；
AI+ Big Data: $Snowflake (SNOW.US)$ 、 $MongoDB (MDB.US)$ 、 $Confluent (CFLT.US)$ 、 $Oracle (ORCL.US)$ ；
AI + security: $Palo Alto Networks (PANW.US)$ 、 $CrowdStrike (CRWD.US)$ 、 $Fortinet (FTNT.US)$ 、 $Datadog (DDOG.US)$ 、 $Cloudflare (NET.US)$ ；
In addition, some market views believe that the emergence of DeepSeek may be reshaping the competitive rules of the artificial intelligence industry.Because DeepSeek's reasoning ability speeds up robot decision-making and response processes, and enables it to better understand intentions and background information.If DeepSeek's technology is deeply integrated with the robotics field, it may drive robots to evolve from 'perceptual intelligence' to 'cognitive intelligence', while accelerating their landing applications in more vertical scenarios.
Therefore,Like $Tesla (TSLA.US)$ 、 $Amazon (AMZN.US)$ 、 $Serve Robotics (SERV.US)$ 、 $Richtech Robotics (RR.US)$ 、 $Intuitive Surgical (ISRG.US)$ 、 $Stryker Corp (SYK.US)$ Robot Concept stocks are also expected to benefit.
In addition, BofA Merrill Lynch believes,If DeepSeek's technology can truly reduce the cost of AI reasoning, then $Apple (AAPL.US)$it will benefit long-term from its advantages in edge AI technology.
How do institutions view it?
Recently, Wall Street has also begun to conduct a more rational analysis of the "China AI Impact". The emergence of DeepSeek means more new entrants, and the demand for computing power will only increase.However, the future hotspots may shift from 'shovel' to the application side, benefiting more AI companies.
Lyon believes that DeepSeek has shown good performance, with relatively lower training and inference costs.This will help with the popularization of AI applications and accelerate the monetization of AI, ultimately benefiting the development of edge AI devices.
Goldman Sachs technology analysts emphasize thatThe next stage of AI evolution may shift from the infrastructure layer to the application layer (such as AI smart bodies, enterprise application scenarios, consumer practicality enhancement, and changes in computing habits).These will be identifiable key drivers for the future in 2025 and beyond, bringing more linear, understandable capital returns.
Specifically, changes will occur in the patterns of different industries, such as Semiconductors: impact of lower AI training computing costs, pressure on stock selling and valuation; Software: may accelerate enterprise AI adoption benefited from efficiency improvements and cost reductions; Internet Plus-Related/Technology: AI investment returns and capital expenditures (especially at the infrastructure layer) facing more scrutiny; Datacenter Operators: may face short-term demand and pricing pressures, but in the long run, supply and demand balance may be healthier.
Therefore,Among the tech giants, analysts believe that Google and Meta are in a particularly advantageous position because they are leading the way in advancing AI at the "Application Layer". However, more opportunities will also be available to small and medium-sized enterprises.
Liao Jingchi of Zheshang Securities believes that with its disruptive cost advantages, DeepSeek's large model may impact the traditional research and development path centered around "high investment, high computing power" to some extent. Some AI upstream computing hardware may be negatively affected, and downward revision of valuations of US technology giants could increase NASDAQ volatility.On the other hand, it is beneficial for the implementation of AI downstream applications and commercialization scenarios, helping to accelerate the empowerment process of AI on relevant industries.Bullish on AI downstream sectors such as Siasun Robot&Automation, Consumer Electronics, Smart Automobile, Computers, and Media.
Want to learn more about stocks benefiting from DeepSeek? Make use of the "investment themes" feature, go to Futubull>US Stocks>Investment Themes>DeepSeek concept stocks, capture investment opportunities!
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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