Analysis: The DeepSeek R1 model triggers demand for AI infrastructure, and high-speed network equipment vendors will encounter new opportunities
ChainCatcher news, according to Jinshi reports, despite the sell-off in the U.S. stock market triggered by the DeepSeek R1 model causing the Roundhill "Seven Giants" ETF (MAGS) to drop 2.4% over the past five trading days, this technological breakthrough is creating new investment opportunities. Bank of America analyst Chun Him Cheung pointed out that the R1 model will significantly reduce AI computing costs and accelerate the widespread adoption of AI applications, thereby driving rapid growth in demand for high-speed network infrastructure.Zack Kass, former head of market expansion at OpenAI, stated that the DeepSeek R1 model is a significant breakthrough in the industry, with its innovative initiatives recognized by tech giants including Alphabet CEO Sundar Pichai and Meta CEO Mark Zuckerberg. T. Rowe Price technology stock portfolio manager Tony Wang emphasized that network infrastructure has become a major bottleneck for AI deployment, necessitating breakthroughs in technological innovation.In terms of specific investment targets, Stifel analyst Ruben Roy believes that network equipment manufacturers such as Ciena, Coherent, and Celestica will benefit significantly. Among them, Ciena has received new orders from cloud service providers, while Celestica will benefit from the trend of hyperscale companies developing custom chips independently. Morgan Stanley analyst Meta Marshall is optimistic about the growth prospects of Arista Networks, believing that the recent stock price correction provides a good entry opportunity, and has given it an "overweight" rating ahead of its earnings report on February 18.