Core Viewpoint - Capital Online's stock price increased by 4.63% with a trading volume of 4.502 billion yuan and a turnover rate of 42.25% on the day of reporting [1] Group 1: Trading Activity - The stock was listed on the Dragon and Tiger list due to a turnover rate of 42.25%, with a net buying amount of 116 million yuan from brokerage seats [1] - The top five brokerage seats accounted for a total transaction volume of 526 million yuan, with a buying transaction amount of 321 million yuan and a selling transaction amount of 205 million yuan, resulting in a net buying of 116 million yuan [1] - The largest buying and selling brokerage was China Galaxy Securities Co., Ltd. Beijing Taoranqiao Securities Brokerage, with a buying amount of 65.6936 million yuan and a selling amount of 50.0149 million yuan [1] Group 2: Historical Performance - Over the past six months, the stock has appeared on the Dragon and Tiger list 11 times, with an average price increase of 5.41% the day after being listed and an average increase of 20.04% in the following five days [1] Group 3: Capital Flow - On the reporting day, the stock experienced a net inflow of 195 million yuan in main funds, with a net inflow of 240 million yuan from large orders and a net outflow of 44.8526 million yuan from larger orders [1] - In the past five days, the main funds have seen a net outflow of 58.3715 million yuan [1]

Group 1: Company Overview and Strategic Direction - The company is focused on leveraging AI large model technology to drive societal and economic transformation, enhancing national competitiveness and changing production and lifestyle [2][3]. - The strategic layout revolves around the "One Cloud, Multiple Models" approach, aiming to create a comprehensive intelligent computing cloud platform [3][4]. Group 2: Technological Infrastructure - The company has successfully deployed major domestic and international large models, including DeepSeek, Llama, and Bloom, on its cloud platform [3][9]. - The platform supports various chip types, including those from NVIDIA and Huawei, ensuring compatibility and stability in computing power [3][8]. Group 3: Market Trends and Customer Needs - There is a notable shift in customer demand towards integrated intelligent cloud products rather than just computing power leasing [5]. - The public cloud market in China reached ¥456.2 billion in 2023, growing by 40.1%, while the private cloud market was ¥156.3 billion, with a growth rate of 20.8% [7]. Group 4: Data Center and Global Operations - The company operates nearly 100 data center nodes globally, with significant expansions planned in the U.S. and China to support AI applications [10][11]. - The Dallas data center is crucial for supporting AI applications targeting the Chinese market, currently operating at high capacity [10][11]. Group 5: Future Opportunities and Industry Impact - The emergence of DeepSeek is compared to the impact of the iPhone on mobile internet, indicating a potential for exponential growth in AI applications [4][5]. - The company aims to adapt to industry dynamics by continuously deploying new large models and transforming industry-specific models into cloud services [9].

Core Viewpoint - The company, Capital Online, has reported that its overall computing power chip scale has exceeded 20,000 units, with a significant focus on inference chips [1] Group 1: Chip Composition - 90% of the chips are inference chips, primarily consisting of mainstream inference chips from NVIDIA and a small portion of rendering inference chips, along with some domestic inference chips from Suiruan and Haifeike [1] - The remaining 10% are training chips, which include mainstream training chips from NVIDIA and Huawei's Ascend chips [2] Group 2: Resource Management Strategy - The company employs a "one cloud, multiple pools" strategy for managing its computing resources, with 60% of the 20,000 chips being managed third-party computing resources, which the company oversees through unified scheduling [2]

证券时报网讯，首都在线(300846)2月17日接待机构调研时表示，目前使用下来，国产芯片和英伟达的 差距在于：通用性差异。 英伟达芯片通用性强，能在多种AI场景稳定高效运行。 国产芯片在通用性上面临一定挑战，不过随着DeepSeek对芯片行业发展的影响，国产芯片将迎来发展 机遇，在模型训练和推理场景中广泛应用。 生态差异。 英伟达依靠CUDA生态，有大量的软硬件生态系统，国产芯片构建自主生态。 性价比差异。 英伟达的芯片生产规模大，采购成本相对较低，而国产芯片的生产规模较小，因此采购成本较高，这导 致国产芯片整体性价比成为挑战。 ...

证券时报网讯，针对"微信接入DeepSeek之后，对公司有什么影响或机遇"等问题，首都在线(300846)2 月17日接待机构调研时表示，目前互联网行业正处于向AI转型的关键阶段，微信拥有庞大用户群体， 其接入DeepSeek标志着这一转型的开端。 可以预见，未来游戏行业将借助AI打造更智能逼真的虚拟世界，音视频领域也会凭借AI实现内容创作 智能化、推荐精准化，大幅提升用户体验。 AI与互联网游戏、音视频等领域深度融合的浪潮已经来临。 公司凭借着在游戏、音视频等互联网行业丰富的客户基础，在本轮互联网AI转型的浪潮中，也有望实 现更高的价值体现。 互联网行业不仅是微信，游戏、音视频等领域的互联网企业也已敏锐捕捉到AI带来的机遇。 ...

证券代码：300846 证券简称：首都在线 公告编号：2025-018 北京首都在线科技股份有限公司 股票交易严重异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 风险提示： 1、公司股票连续10个交易日（2025年1月23日至2025年2月13日）收盘价格涨幅偏 离值累计超过100%，根据《深圳证券交易所交易规则》《深圳证券交易所创业板股票上 市规则》的相关规定，属于股票交易严重异常波动的情况。 2、公司提醒广大投资者立足于了解公司业务和产品，防范概念炒作，理性决策、审 慎投资，注意风险。 除上述事项外，公司未发现近期可能或已经对本公司股票交易价格产生较大影响的 媒体报道和市场关注度较高的信息等。 （四）近期公司经营情况及内外部经营环境未发生重大变化。 （五）公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事 项，或处于筹划阶段的重大事项。 一、股票交易严重异常波动的具体情况 公司股票连续10个交易日（2025年1月23日至2025年2月13日）收盘价格涨幅偏离值 累计超过100%，根据《深圳证券交易所交易规则》《深圳证券交易所创业板 ...

e公司讯，首都在线(300846)2月13日晚间发布股票交易严重异常波动公告称，公司近期已对DeepSeek进 行了全系列模型适配工作，并上架了DeepSeek-R1模型，但公司暂未与DeepSeek签署服务合作协议。 ...

摘要 Q&A 首都在线 请介绍一下首都在线在依托华为芯片完成 DeepSeek 适配的难度和具体情况。 在 DeepSeek 的适配过程中，我们依托华为芯片进行了相应的技术调整。由于我 在华为工作了近 20 年，对其技术体系有深厚了解，这为我们后续的战略布局奠 定了基础。我们的战略可以概括为"一体两翼"，即一个云平台支持多种芯片， 包括国产芯片、英伟达芯片、海飞科和鲲鹏等。此外，我们通过合作纳管第三 方算力中心，形成一朵云共同服务客户。 早在 2023 年，我们就开始布局国产 异构算力，与海飞科、新源、华为、摩尔线程和沐曦等厂商合作，支持 AI 发展。 • 首都在线战略布局"一体两翼"，即以云平台支持包括国产芯片（如华为 910B）和英伟达芯片在内的多种芯片，并通过合作纳管第三方算力中心， 形成统一云服务，为后续发展奠定基础。 • 首都在线积极布局国产异构算力，与海飞科、新源、华为等厂商合作，通 过一年多的调试，使华为 910B 性能达到英伟达 A100 的 80%-90%，并迅速 推出基于 910B 的 DeepSeek 应用。 • 首都在线在全球建立了约 100 个数据中心，形成广泛覆盖的边缘节点网络， ...

Core Viewpoint - The company has successfully adapted various AI models to the Ascend Atlas series training/inference machines, showcasing its unique advantages in domestic chip heterogeneous computing power adaptation [1] Group 1: Technological Achievements - The company has completed adaptations for AI models including DeepSeek V3/R1, Llama, Qwen, Open-sora 1.0, chatglm, and stable-diffusion on the Ascend Atlas series platform, significantly expanding the application scenarios and performance boundaries of the Ascend computing power platform [1] - The successful adaptations demonstrate the company's strong capabilities in technology research and application expansion [1] Group 2: Industry Collaboration - The company has partnered with the Mentougou government and Huawei to create an autonomous innovation AI computing power cluster, aimed at providing services to AI SMEs and research institutions across Beijing and nationwide [1] - This computing power cluster offers secure and efficient computing resources, contributing to the development of an industry ecosystem based on Huawei's domestic computing power [1] Group 3: Technical Certifications - The company has achieved two technical certifications for the "Huawei Ascend Basic Software and Hardware Platform" and the "AI Framework MindSpore," reflecting Huawei's high recognition of the company's domestic adaptation technology [1] - These certifications highlight the company's ability to innovate and develop based on Huawei products [1]

看公告，小e抢先报！ 首都在线：近期已对DeepSeek进行了全系列模型适配工作 首都在线(300846)2月9日晚间公告称，公司注意到相关平台将公司股票纳入DeepSeek概念股，公司澄 清：公司近期已对DeepSeek进行了全系列模型适配工作，并上架了DeepSeek-R1模型，相关业务效果及 对公司未来业绩影响存在不确定性。请广大投资者理性看待前沿技术的快速发展，注意投资风险。 美格智能：与DeepSeek开发公司无业务往来及股权关系 美格智能(002881)2月9日晚间公告，公司注意到相关平台将公司股票纳入DeepSeek概念股。公司就相关 事项说明如下：公司及子公司与DeepSeek开发公司杭州深度求索人工智能基础技术有限公司无直接或 间接业务往来及股权关系。公司前期已针对其他开源类大模型，在公司高算力模组产品上进行了适配及 端侧部署。近期也针对DeepSeek相关模型开展了模型适配及端侧部署工作。前述事项目前处于早期研 发阶段，尚未产生明确的订单，对公司经营业绩的影响受研发进度、技术迭代、产品需求等多种因素影 响，具有不确定性。请广大投资者审慎决策，注意投资风险。 福田汽车：1月新能源汽车销量70 ...