On February 5th, Guotai Junan Research Report stated that the launch of DeepSeek-R1 reflects the speed of technological progress under the open source paradigm, as well as the possibility of significant cost reduction in AI training and reasoning. The widespread implementation of AI is expected to accelerate, and can be focused on several key directions: 1) Companies with excellent large model capabilities are expected to gradually start monetizing and transforming existing businesses. 2) Pay attention to education, entertainment applications, and e-commerce scenarios that are expected to be quickly commercialized. 3) AI video generation technology also has huge application prospects, and content production, IP development, and marketing promotion will be better developed. 4) The AI entertainment direction will benefit from the improvement of generative content quality, such as AI games, AI music, AI companionship, etc. 5) Pay attention to the development of AI hardware implementation, such as AI glasses, AI phones, AI PCs, AI speakers, etc.
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