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<Research>UBS Still Bullish on KNOWLEDGE ATLAS/ MINIMAX-W; DeepSeek V4 Accelerates CN Computing Resource Adoption
Recommend 21 Positive 29 Negative 31 |
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DeepSeek has launched and open-sourced a preview version of its DeepSeek V4 model, according to a UBS research report. Unlike previous single-model upgrades, the V4 model offers two versions, namely the V4-Flash and V4-Pro. In UBS' estimation, the DeepSeek V4 will further consolidate the efficiency advantages of Chinese models and accelerate the adoption of domestic computing resources. Given the V4's tiered strategy and surging AI demand, the broker isn't overly concerned about intensifying competition in China. UBS remains positive on KNOWLEDGE ATLAS (02513.HK) for sustaining its leading position in coding, MINIMAX-W (00100.HK) for its differentiated positioning in multimodal areas not particularly emphasized by the V4 model, and BABA-W (09988.HK) and BIDU-SW (09888.HK) for their strengths in cloud and chip businesses benefiting from industry tailwinds. Stock│Investment Rating│Target Price KNOWLEDGE ATLAS (02513.HK)│Buy│HKD1,160 MINIMAX-W (00100.HK)│Buy│HKD1,000 Alibaba (BABA.US)│Buy│USD170 Baidu (BIDU.US)│Buy│USD170 Auto-translated by AI AASTOCKS Financial News |
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