单日16%暴涨，DeepSeek推荐入手的10只股票，已被主力爆买

The DeepSeek R2 Effect: Reshaping AI Investment and Stirring Market Frenzy

Whispers of DeepSeek's next-generation model, the Gemini-1.5-flash-latestR2, slated for a potential release between August 15th and 30th, have ignited a firestorm in the A-share market. The anticipation surrounding this release is not merely hype; it's a calculated bet on the transformative potential of the DeepSeek ecosystem, a system poised to redefine AI investment from infrastructure to application.

The Anatomy of an AI Boom:

The promise of R2 has sent shockwaves through connected sectors. On August 12th, 2025, shares of Cambricon surged nearly 16% intraday, Shanghai Hejing hit its 20% upper limit, and Daily Interactive jumped as high as 12%, painting a vivid picture of market enthusiasm. The ripple effect extends far beyond fleeting stock surges.

DeepSeek's influence is restructuring AI industry investment across several key areas:

算力基建 (Computational Infrastructure): DeepSeek's reliance on robust computational power has fueled a surge in orders for key suppliers. For example, 中科曙光 (Sugon), which exclusively constructed DeepSeek's Hangzhou training center's liquid cooling system, witnessed a 7.2% surge in stock price on August 12, 2025. The advanced liquid cooling system, boasting a reduced single-cabinet power consumption of 40nd a Power Usage Effectiveness (PUE) of just 1.15, drastically reduces energy costs for data centers.

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As the global leader in AI servers, 浪潮信息 (Inspur Information) supplies DeepSeek's Beijing Yizhuang Intelligent Computing Center with the SR-1A model, equipped with NVIDIA H100 chips. In the first half of 2025, SR-1A shipments doubled year-over-year, cementing Inspur's dominance with a 37% global market share in AI servers. 高澜股份 (Goland) leveraged its copper heat pipe technology to penetrate the supply chains of leading server manufacturers, attracting a net capital inflow of 157 million yuan on August 18th, amid growing demand as policy mandates a 50% liquid-cooled data center penetration rate by 2025.

国产芯片 (Domestic Chip Development): DeepSeek's open-source strategy has emerged as a catalyst for domestic chip adoption. 寒武纪 (Cambricon), buoyed by an optimized private placement plan and anticipation of DeepSeek collaboration, experienced a 16% stock price surge on August 12th. Analysts predict that Cambricon's next-generation chip will be instrumental in supporting R2 model reasoning. Just a week after DeepSeek's initial release, 21 domestic GPU manufacturers completed technical adaptations, propelling domestic chips towards improved usability.

海光信息 (Hygon Information), a key player in domestic AI chip development, saw its \"Deep Computing No. 2\" DCU, compatible with DeepSeek's sparse computing architecture, account for over 30% of its orders in 2025. With the growing demand for R2 model training, the company's chip shipments are expected to surge further.

优刻得科技 (UCloud) announced the completion of DeepSeek-R1 model adaptation on Huawei Ascend chips in March 2025, providing localized computing power API services.

垂直应用 (Vertical Applications): Beyond hardware, DeepSeek is driving innovation in specific sectors.

In education, 科大讯飞 (iFlytek), integrating DeepSeek-Math model, has launched \"Spark Learning Assistance,\" an AI-powered math tutoring application, now in use across 50,000 schools nationwide. The company's AI learning machine sales have exceeded 2 million units, achieving a remarkable 91.5% gross profit margin in its education division.

In the financial sector, 拓尔思 (TRS), in collaboration with DeepSeek, has developed a financial sentiment analysis model deployed in Citic Securities' intelligent research report system, generating a per-customer annual fee exceeding one million yuan. On August 18, 2025, TRS witnessed a net inflow of 400 million yuan in main capital, indicating significant institutional investment.

Expanding into healthcare, 联影医疗 (United Imaging Healthcare) has partnered with DeepSeek to develop a medical image analysis system. CT equipment incorporating DeepSeek-Vision has been included in centralized procurement catalogs, leading to a 15-20% increase in per-unit revenue.

股权投资 (Equity Investment): The strategic foresight of early investors is also paying off. 浙江东方 (Zhejiang Eastlight), through its Hangzhou Oriental Fortune Fund, participated in DeepSeek's angel round. The soaring valuation of DeepSeek could yield returns of several dozen times the initial investment. In February 2025, Zhejiang Eastlight saw a monthly increase of 35 ue to DeepSeek collaboration expectations.

华金资本 (Hwajin Capital), through its Zhuhai state-owned Hwajin Lingyue Fund, invested in DeepSeek's Pre-A round, and experienced a 37% year-on-year increase in net profit in the first half of 2025.

The Dark Side of the AI Boom:

However, the DeepSeek frenzy isn't without its pitfalls. The hype surrounding DeepSeek has also attracted speculative trading. 每日互动 (Daily Interactive), as the second-largest shareholder of Phantom AI (a DeepSeek affiliate), saw its stock price skyrocket from 18 yuan to 70 yuan during the R1 release period. On August 12, 2025, it experienced another 12% surge due to the R2 rumors.

The dangers of blindly following AI-driven recommendations are also becoming apparent. Real-world tests in March 2025 revealed that all six stocks recommended by DeepSeek's connected search engine (including Zhongkong Technology and SAIC Motor) experienced losses on the same day. A Douyin blogger even confessed to losing all his savings trading stocks based on DeepSeek's advice. The potential for misuse is also present, as evidenced by a case where a woman in Xiangtan, identified as Ms. Zhao, was defrauded of hundreds of thousands of yuan by individuals using the guise of AI-powered stock recommendations.

Despite these cautionary tales, the anticipation surrounding DeepSeek-R2's release continues to reshape the AI investment landscape. The market's early bet on the DeepSeek ecosystem underscores the transformative power of AI, while serving as a reminder of the need for due diligence and informed investment decisions.