The post-holiday market has seen increased interest from investment research institutions, with a notable focus on a range of companies, among which Staling Co., Ltd. stands out as the sole company attracting over a hundred institutional surveys, drawing 112 visits from different funds. This influx indicates a strong investor sentiment and confidence in the company's ongoing projects and future prospects.

Staling Co. has been emphasizing its commitment to the development and mass production of harmonic reducers, essential components increasingly used in robotics. This technology finds applications not just in industrial robots, but also in collaborative robots and humanoid robots. The company disclosed that by the end of 2024, the necessary core equipment for this product will be in place, ready for installation and testing, paving the way for small-batch production to commence. To further align with anticipated market opportunities, Staling is also set to invest in a second production line in the first half of the year. This strategic move aims to bolster its capacity in anticipation of growing demand within the sector.

What sets Staling apart from its competitors is its robust expertise in precision parts manufacturing. This core competency not only enhances its capabilities in producing robotic components but also allows the company to leverage shared technology and production assets. By focusing on elevating the product technology and quality for robotic components, Staling is progressively building a competitive edge in the rapidly evolving robotics landscape.

In the latest trends, the DeepSeek concept has ignited a frenzy among institutional investors, triggering a significant surge in the interest toward related stocks. One of the companies benefiting from this trend is Shun Net Technology, which attracted 81 institutional visits. Executives from Shun Net highlighted that DeepSeek's emergence would facilitate wider adoption and integration of AI technologies, positioning the company to capitalize on the crossover trends in both AI and information technology. The firm's commitment to affordability and high performance is reshaping the landscape of traditional AI large models, making the technology more accessible for various applications.

Additionally, Shun Net's cloud products, known as the Shun Cloud series, are now equipped with DeepSeek model services. This upgrade is anticipated to enhance the experience of more than one million active users on a daily basis, providing seamless access to large model experiences. The AI INFRA platform developed by Shun Net enables the comprehensive orchestration of computing resources across edge nodes and the cloud, allowing streamlined model deployments and API integrations. The company is making strides to ensure compatibility with various DeepSeek distilled models for better operational functionality.

Expounding on their plans for the future, Shun Net foresees the integration of DeepSeek models into their intelligent customer service systems, as well as Laolao applications. The company is resolute about adapting to the evolving technological landscape and aims to continually refine its products to offer top-notch AI solutions for developers and enterprises alike.

Another key player, UCloud, disclosed its ambitions following the adaptation of DeepSeek's open-source models. The company is channeling efforts into delivering robust GPU computing power services across public, private, proprietary cloud domains, and on-premises solutions. They aim to offer a comprehensive suite of services that includes parallel hot storage solutions, model fine-tuning, computing resource scheduling, and 24/7 technical support to enhance client experiences.

By February 2025, UCloud anticipates their computing resource capacity will surpass 10,000 petaflops, with a focus area around expanding inference applications, thus facilitating the commercial proliferation of AI solutions across various sectors. The construction of their data centers echoes this ambition, with projects in Inner Mongolia designed to break ground and ramp up capabilities in data processing and storage as market demand continues to rise.

Meanwhile, Capital Online has made significant headway in deploying various mainstream AI models, including local versions like DeepSeek, and international models such as Llama and Bloom, onto their cloud platforms. This strategy allows clients to easily access and transition between different models, streamlining training and deployment tasks. With its computing resources expanding to include over 20,000 chips, the company plans to further enhance its management through a ‘multi-pool cloud’ approach by incorporating third-party computational capabilities.

The rapid advancement in AI and related technologies has prompted a surge in demand for data and computational resources. However, companies in the sector are grappling with intense competitive pressure, leading to an oversupply of services in some areas, according to reports from companies like Huai Ring New Network. They acknowledged that while the potential for AI-driven growth exists, it is crucial for practical applications to catch up to the supply and achieve market mobilization.

As reported, Capital Online's data center resources span regions including Beijing, Tianjin, and Urumqi, boasting over 56,000 operational cabinets by the end of 2024, predominantly located in major cities. Upcoming projects in Tianjin and Shanghai are slated to launch in 2025 with additional builds in Hangzhou and Changsha currently underway. These infrastructural developments further underline the growing emphasis on advancing computing capabilities necessary to support extensive AI applications and demanding data requirements.

On the performance front, companies exhibiting DeepSeek concepts have made impressive gains in post-holiday trading, with average stock levels increasing by nearly 13%, significantly outpacing the general market performance. Stocks such as UCloud and Daily Interactive doubled in value, whilst others like Capital Online and Yinfang Software experienced increases of over 70% in their share prices. However, not all trends are favorable; for instance, Jie Rui Co. saw a significant drop of over 10%, with Chujiang New Material and Hao Mai Technology each also facing losses exceeding 5%.

As the deep-tech landscape shifts rapidly, so too do the opportunities and challenges that come with it. With 2025 looming on the horizon, the race to adopt, integrate, and capitalize on advanced AI technologies will likely intensify.