NORTHKING TECH(002987)2025-02-16 16:44Group 1: AI Application in Financial Industry - DeepSeek's high performance and low-cost advantages significantly promote AI application in the financial sector [3] - Major banks are the core clients of the company, showcasing a strong partnership in exploring and applying cutting-edge technologies [3] - The company has launched several AI model service products, including an AI model service platform and intelligent asset management assistant [3] Group 2: Changes in IT Architecture - DeepSeek will bring three main changes: the trend towards open-source, private deployment, and improved application effects [4] - The demand for private deployment is driven by banks' strict data security requirements, leading to a shift from technology-driven to business-driven needs [4] - Large banks may adopt centralized platforms for computing power, while smaller banks will balance model development time and computing investment [4] Group 3: AI Integration in BPO and Call Center Services - The company aims to leverage AI in call center operations, enhancing intelligent customer service and marketing effectiveness [5] - AI integration in call centers is expected to lead to cost reduction and efficiency improvement [5] - The growth of ITO and BPO services is anticipated to continue alongside advancements in AI technology [6] Group 4: Model Tuning and Value - Model tuning has shown significant value, with initial accuracy rates improving from 25% to 55-60% after six months of adjustments [7] - The complexity of model tuning requires deep understanding and experience, creating a competitive advantage for the company [7] Group 5: IT Spending Trends in Banking - The overall IT spending in the banking sector is expected to shift towards AI and data technologies as digital transformation progresses [8] - Banks are likely to adjust their budgets mid-year based on technological advancements and application needs, with a focus on AI investments [8]