บทวิเคราะห์ (Research)

DeepSeek, China-based AI with much smaller investment cost and less development time, is now an open-source model with free documents and codes allowing global users to freely use, modify, and improve the AI for free. This may promote AI uses and development at lower cost. This may pressure original AI developers while benefit AI users. Fund flow may switch from AI developers to AI users. As Thailand is a tech user and SET valuation is inexpensive now, this has positive sentiment on SET Index.