Six departments issued a document to promote the cross-border flow of data in the financial industry, which may lead to improvements in data security demand.

① The central bank and five other departments jointly issued the "Guidelines for Promoting and Regulating the Compliance of Cross-Border Data Flow in the Financial Industry," requiring Financial Institutions to take necessary data security protection management and technical measures to effectively ensure data security. ② CITIC SEC pointed out that the importance of data security will continue to grow, leading to an improvement in the demand for the cybersecurity industry.

cls.cnApr 17 20:00 ET

Aliyun has launched the largest scale AI talent recruitment in China, and the development speed of intelligent computing in China may exceed expectations.

① According to exclusive news from the Star Daily, Alibaba Cloud has recently recruited AI technology reserve talents at top Universities around the world, marking the largest AI campus recruitment in recent years. ② China Galaxy stated that the Global AI market continues to show a growth trend, and the development level of China's intelligent computing power is growing faster than expected.

cls.cnMar 25 19:47 ET

Delivery next month! Sharetronic Data Technology plans to purchase servers for no more than 3 billion yuan. Does it have the highest cooperation qualification with NVIDIA? | Quick Read Announcement

① Sharetronic Data Technology announced plans to purchase Servers from multiple suppliers, with the total procurement contract amount expected to not exceed 3 billion yuan, mainly used to provide customers with Rental & Leasing Services, with a pre-delivery time in April. ② A major concern is whether Sharetronic Data Technology possesses the relevant operational qualifications from NVIDIA. There are reports that they have "secured NVIDIA's highest partnership qualification," but Sharetronic Data Technology has not responded positively to this.

cls.cnMar 7 10:48 ET

The DeepSeek large model promotes cost reduction and efficiency improvement, and AI Education products are expected to accelerate commercialization.

① Education is one of the core scenarios for the application of AI. The use of AI technology to reduce costs and increase efficiency makes it possible for education to balance high quality, inclusiveness, and personalization, and is expected to deeply empower education by improving delivery efficiency and enhancing personalized experiences for students. ② The domestic AI + education B2B and B2C markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI + companionship market is anticipated to reach a trillion level within 3-5 years.

cls.cnFeb 16 19:11 ET

After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.

Track the entire lifecycle of the main Sector.

cls.cnFeb 13 20:27 ET

The "DeepSeek phenomenon" has emerged and is expected to become the main investment line after the holiday.

① The Chinese AI startup DeepSeek has successively released two large models, DeepSeek-V3 and DeepSeek-R1, which are inexpensive and perform comparably to OpenAI, shocking Silicon Valley. ② The CITIC SEC Research Reports indicate that the release of DeepSeek's new generation of models signifies that the application of large AI models will gradually become more accessible, facilitating the widespread implementation of AI applications.

cls.cnFeb 4 19:03 ET