Great Wall Motors, China's Big Three Telecom Operators, and Numerous Tech Giants Embrace the DeepSeek AI Model: A Market Frenzy Amidst Calls for Rationality

Great Wall Motors, China's Big Three Telecom Operators, and Numerous Tech Giants Embrace the DeepSeek AI Model: A Market Frenzy Amidst Calls for RationalityNews broke on February 10th that an Artificial Intelligence wave is sweeping across China's tech industry. Great Wall Motors, along with China Mobile, China Unicom, and China Telecom the country's three major telecom operators are actively integrating the DeepSeek AI model into their products and services, becoming the latest among many companies embracing this breakthrough technology

Great Wall Motors, China's Big Three Telecom Operators, and Numerous Tech Giants Embrace the DeepSeek AI Model: A Market Frenzy Amidst Calls for Rationality

News broke on February 10th that an Artificial Intelligence wave is sweeping across China's tech industry. Great Wall Motors, along with China Mobile, China Unicom, and China Telecom the country's three major telecom operators are actively integrating the DeepSeek AI model into their products and services, becoming the latest among many companies embracing this breakthrough technology. This move signifies the rapid expansion of the DeepSeek model in the domestic market and significantly impacts the capital market and industry expectations.

Great Wall Motors has explicitly stated its intention to integrate the DeepSeek model into its "Coffee Intelligence" car networking system, further enhancing the intelligence of its vehicles. Simultaneously, the Ministry of Industry and Information Technology (MIIT) issued a statement on Saturday confirming that the three major telecom operators are "vigorously promoting the widespread application of the latest AI technologies" and have fully integrated DeepSeek's open-source model, demonstrating national-level support for AI development.

The DeepSeek model boasts broad application prospects, with its disruptive potential promising to reshape the economic landscape of related industries. This expectation has quickly spread to the capital market, fueling investor optimism about China's tech sector and prompting calls for upward revisions to the valuations of Chinese assets. Recently, Chinese investors have actively poured into AI-related stocks, particularly in areas such as chip manufacturers, software developers, and data center operators, leading to significant price increases.

However, despite the buoyant market sentiment and the Chinese government's active push for companies to accelerate the integration of the DeepSeek AI platform, some companies considered "potential beneficiaries" have proactively taken steps to temper market expectations. This action reflects a rational approach in the face of market hype.

Beijing-based cloud computing service provider, Capitalonline, announced on the Shenzhen Stock Exchange that it has deployed the DeepSeek-R1 model. Fueled by this news, the company's stock price rose by 49% cumulatively from Wednesday to Friday of that week. However, the company cautiously emphasized in its announcement the uncertainties surrounding the specific impact of DeepSeek on its business and future performance, avoiding excessive interpretation and imbalances in market expectation management.

Shenzhen-based IoT device and wireless data terminal provider, MeiGSmart, also issued an announcement stating that it is adapting relevant DeepSeek models but is still in the early stages of development and has not yet generated new business revenue. Despite this, MeiGSmart's stock price still rose by 33% over three days, reflecting the strong market expectation of DeepSeek's future potential and investors' continued focus on the AI field.

Beyond the companies that have disclosed their progress in detail, domestic tech giants such as Tencent and Huawei also announced last week that they have integrated the DeepSeek model into their products and service systems. The participation of these tech giants further solidifies DeepSeek's leading position in the industry and indicates that AI technology will be widely applied in even more fields.

The rapid popularization of the DeepSeek model is not only evident in the active integration by large enterprises but also reflects strong government policy support. The MIIT's statement clearly demonstrates the government's determination to promote the widespread application of AI technologies. This policy support, combined with widespread market attention and active investment in AI technology, will further accelerate the promotion and application of the DeepSeek model.

However, it's crucial to emphasize that while the DeepSeek model shows immense potential, its commercial application is still in its early stages. The significant fluctuations in the stock prices of some companies also remind investors to view market expectations rationally and avoid blindly following trends. The cautious attitude of companies that proactively cooled market expectations is worth emulating, as it is crucial for maintaining market order and promoting healthy development. The actual application effects and commercial value of the DeepSeek model still require time to verify.

The successful application of DeepSeek also relies on the collaborative development of the entire ecosystem. From chip manufacturers to software developers and data center operators, the concerted efforts of the entire industrial chain are essential to ensure the stable operation and efficient application of the DeepSeek model. In the future, how to fully leverage the advantages of the DeepSeek model and apply it to more areas will be a significant challenge and opportunity for Chinese technology companies. This requires continuous investment in R&D, constant algorithm improvements, and optimization of application scenarios, as well as continued government support and guidance.

The participation of Great Wall Motors, the three major telecom operators, and numerous tech giants has undoubtedly laid a solid foundation for the popularization of the DeepSeek model. However, the market also needs to remain rational and avoid excessive speculation. Only through the combined drive of technological innovation and business model innovation can the DeepSeek model truly realize its value and promote the vigorous development of China's AI industry. This will be a continuous process of exploration and iteration, requiring concerted efforts from enterprises, the government, and investors to ultimately achieve success.

The application of the DeepSeek model is not only about the commercial interests of individual companies but also relates to the overall development of China's AI industry. How to balance market enthusiasm and rational development will be a key issue to focus on in the coming period. While actively embracing new technologies, maintaining caution and rationality is crucial to ensuring the long-term development of China's AI industry. This is also key to whether the DeepSeek model can truly disrupt the industry landscape. Only when the technology is mature, application scenarios are abundant, and the business model is clear can the value of the DeepSeek model be fully realized and provide sustained momentum for China's technology industry.