DeepSeek accelerates the industrial landing of AI glasses and ushers in a period of development opportunities
DeepSeek became popular and accelerated the promotion of end-side AI. On February 6, AI glasses concept stocks strengthened, Yuntian Lifei-U, Yutong Optics, Rapoo Technology, Skyworth Digital and other stocks rose by the daily limit, and stocks such as Guanghong Technology, Hongxin Electronics, and Raytheon Technology rose by more than 10%. Guotai Junan Research Report pointed out that the DeepSeek-R1 high-performance reasoning small model will accelerate the implementation of end-side AI, driving hardware shipments such as AI mobile phones, AI PCs, and AI glasses. (Securities Times)