On February 5th, a research report by Haitong Securities stated that in recent years, there has been significant progress in domestic models. By 2024, models such as Kimi and Doubao will gradually become popular, leading to the development of user habits. The release of DeepSeek-R1 aligns with the performance of OpenAI-o1 official version, but at a lower cost, and is expected to bring more opportunities for downstream application landing and commercialization. We continue to be optimistic about investment opportunities in AI applications.
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