On February 17, Jinshi data reported that Citic Construction Investment Research Report stated that under the surge in user volume, DeepSeek frequently shows the 'server busy' prompt, and Tencent's announcement to access the DeepSeek model is expected to drive an increase in API calls and localized deployment requirements. 1) Favourable Information has software companies with data, customers, and scenarios, and AI products are expected to drive the company's ARPU increase and project unit price rise; 2) The demand for privatization of models is increasing, and Favourable Information includes all-in-one machines, hyper-convergence, and B-end service outsourcing companies.
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CITIC Securities: Tencent's access to DeepSeek is expected to drive an increase in API calls and local deployment requirements.
On February 17, Jinshi data reported that Citic Construction Investment Research Report stated that under the surge in user volume, DeepSeek frequently shows the 'server busy' prompt, and Tencent's announcement to access the DeepSeek model is expected to drive an increase in API calls and localized deployment requirements. 1) Favourable Information has software companies with data, customers, and scenarios, and AI products are expected to drive the company's ARPU increase and project unit price rise; 2) The demand for privatization of models is increasing, and Favourable Information includes all-in-one machines, hyper-convergence, and B-end service outsourcing companies.