Yin Yanji, the head of Huaan Securities Research Institute: Focus on opportunities in the upstream and downstream of the cloud computing industry chain.

On the evening of July 31st, Yin Yanji, the director of the Huaxin Securities Research Institute, stated that the launch of DeepSeek has greatly reduced the threshold for enterprises to deploy AI. This year, the demand for inference has sharply increased. He suggested to continue to pay attention to changes in the cloud business income and capital expenditures of domestic top cloud computing service manufacturers, and to also pay attention to opportunities in the upstream and downstream of the cloud computing industry chain.