On February 11th, a research report by China International Capital Corporation (CICC) stated that DeepSeek will go global by the end of January 2025, with a DAU of 22.15 million on the app side, ranking second only to ChatGPT in the daily active AI product ranking, and ranking first in download volume on the Apple App Store in 157 countries and regions. We believe that the technological innovation and engineering capabilities behind DeepSeek’s rise to fame are outstanding, leading the global technology trend. Its cost reduction achievements have significant implications for laying the foundation for end cloud applications. We suggest focusing on investment opportunities in the application layer under the background of domestic model performance optimization in 2025.
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