"Symposium" major benefits implemented, WeChat gray-scale testing integrates DeepSeek | Today's important news review

0217 ｜ Dolphin Research Key Focus:

🐬 Macroeconomics/Industry

1. The much-discussed private enterprise symposium took place last week, with General Secretary Xi Jinping attending and delivering an important speech this morning in Beijing. Ren Zhengfei, Jack Ma, Pony Ma, and Wang Xing were present. Although the official speech content has not yet been released, it is evident that the policy support for private enterprises will be strengthened, with AI and technology likely being key focus areas.

2、The Ministry of Industry and Information Technology and seven other departments issued the "Action Plan for High-Quality Development of New Energy Storage Manufacturing Industry," proposing to "strengthen capacity monitoring and early warning for lithium batteries to prevent blind investment and risks of disorderly development."

🐬 Individual Stocks

1. $TENCENT(00700.HK)

WeChat announced on February 16 that it has officially begun a gray testing phase for DeepSeek. Users who are part of the gray test can see the "AI Search" label at the top of the chat window and can click to access the full version of the DeepSeek-R1 model for free. Additionally, several other Tencent products are exploring integration with DeepSeek, such as Tencent Cloud AI Code Assistant and Tencent Yuanbao. Tencent's stock rose by 3.96% today, driving a collective increase in the "Tencent system."

🐬 Leading Sectors

Shanghai and Shenzhen: Data processing and outsourcing services, tobacco, medical services;

Hong Kong Stocks: Data processing and outsourcing services, office services and supplies, medical information services;

U.S. Stocks: Tires and rubber, casinos and gaming, automotive parts and equipment.

🐬 Attention for Tomorrow

1. U.S. New York Fed Manufacturing Index;

2、Baidu and iQIYI will release their financial reports, and Dolphin Research will track and provide interpretative analysis.

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