[Kegubao VIP Weekly]Feel the spring of technology while walking in the AI ​​heat wave, every individual is a practice and a breakthrough

Kegubao VIPIt is a news and information product jointly launched by Beijing Business Daily and Titanium Media, including the front-line interpretation of science and technology stocks, must-read major events, the front-line mergers and acquisitions, the daily dragon and tiger list, the highlight research report and other columns. It provides media around news and policy trends. Perspective interpretation.

The following is a recent review of the Science and Technology Stock Market and a review of the column release:

one, Deepseek

The column group posted a post at 9:39 on January 27, “DeepSeek surpassed ChatGPT to top the US App Store free list, and the new R1 model is deeply rooted in “reinforced learning” and is comparable to OpenAI o1 query cost is lower 丨First-line dismantling of science and stocks”, the article pointed out in December On the 26th, In-depth Search officially launched the first version of the new series of models, DeepSeek-V3, and was open sourced simultaneously. Its performance is excellent and significantly better than other open source models. At the 2025 Davos Forum, the founder of AI technology startup Scale AI, “Chinese Genius”Alexander·Wang publicly stated that the release of DeepSeek’s AI mockup in the AI ​​competition may “change everything.” As of the end of January, DeepSeek wasappleThe App Store App Store’s free list jumped to the top. Institutions believe that AI applications will be implemented faster after cost reduction.

*Market performance: From January 27 to February 14, Deepseek concept rose by more than 50%, and 7 stocks doubled.

2. Intelligent driving

On February 5, the column group issued a document “[First-line dismantling of science and technology stocks]Huawei registered new trademarks related to Zhihua, and many car companies have made new progress in product upgrades”, the article pointed out thatTeslaBrands such as Xiaopeng and Hongmeng Smart Xing are constantly launching advanced intelligent driving systems and using end-to-end technologies to improve data processing efficiency. Robotaxi is becoming an important scenario for the large-scale implementation of autonomous driving.Pony WisdomandWen Yuan ZhixingUnmanned autonomous fleets of autonomous driving are being deployed in Beijing, Shanghai, Guangzhou and Shenzhen. The market was in the following daysBYDNews of equal rights in wisdom has been greatly boosted.

*Market performance: From February 6 to February 14, there were more than ten stocks with a growth of more than 30%.

3. Computing power rental

At 8:51 on February 7, the column group published an article titled “Since the release of DeepSeek V3 and R1, the rental prices in some areas of AWS H100 and H200 have increased by more than 100% | The first-line dismantling of Ke Stocks”, and the article pointed out that since the release of DeepSeek-V3 and R1, The cumulative increase in AWS H100 and H200 rental prices in some regions has doubled, proving that the low-cost open source model has increased users’ demand for computing power to a certain extent.

*Market performance: From February 7 to February 14, individual stocks in the computing power leasing sector rose considerably.

Four, AI Medical

At 8:46 on February 10, the column group published an article “Is medical care at the end of AI? ARK’s latest report “Mr. Mutou” detailed disassembly of AI medical concepts | First-line disassembly of science and technology stocks”, the article mentioned that the well-known investment institution ARK Invest released the 2025 investment report of “Big Ideas”, proposing that single-cell genomics research with the help of AI The cost is declining exponentially. The basic AI virtual cell model is likely to become a major application in drug discovery and precision medicine. AI is also promoting innovation in the entire medical industry in the fields of protein structure prediction, cancer detection, drug research and development.

*Market performance: From February 10 to February 14, there were more than ten stocks in the AI ​​medical sector that rose by more than 30%.

5. Solid state battery

The column group published an article on February 10, “[First-line dismantling of science and technology stocks]Changan Automobile disclosed the latest progress. This important industry forum will discuss the upgrade of AI-enabled R&D platform.” The article pointed out that many car companies are accelerating the layout of solid-state batteries and AI Help the construction of key material systems for solid-state batteries.

*Market performance: From February 11 to February 14, the solid-state battery sector rose by more than 10%.

Kegubao VIPIt is a news and information product jointly launched by Beijing Business Daily and Titanium Media, including the front-line interpretation of science and technology stocks, must-read major events, the front-line mergers and acquisitions, the daily dragon and tiger list, the highlight research report and other columns. It provides media around news and policy trends. Perspective interpretation.

Risk warning: The content is for reference only and does not constitute investment advice. Investment is risky, so be cautious when entering the market.

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