NETEASE MUSIC (09899) rose over 4%, gaining 4.8% to HK$131 at the time of writing, with a turnover of HK$41.15 million.
The increase follows the company's recent announcement of a comprehensive integration of the DeepSeek-V4 model. This move aims to significantly enhance user experiences across song discovery, community interaction, creative services, and personalized scenarios, delivering higher-quality and more immersive music services.
NETEASE MUSIC had already fully integrated DeepSeek's capabilities in 2025. The latest integration involves the new DeepSeek-V4, which boasts world-class inference performance. As one of the earliest music platforms in China to adopt AI technology, NETEASE MUSIC has previously launched several innovative industry applications.
Its self-developed Climber recommendation model uses multimodal learning to achieve highly personalized "thousand people, thousand faces" recommendations. The NetEase Tianyin system supports AI-assisted composition, allowing users to generate complete melodies by inputting keywords. The DeepSeek Sharp Review feature analyzes users' collected playlists to produce professional music taste reports. This accumulated technological foundation has paved the way for the current upgrade.
Industry analysts note that this upgrade marks a shift for music streaming services from "content distribution" to "intelligent creative partnership." As AIGC technology becomes increasingly prevalent in the music sector, the focus of platform competition is moving from the size of music libraries to technological empowerment capabilities. By continuously iterating its AI infrastructure, NETEASE MUSIC is building a differentiated competitive advantage.
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