盘后，DeepSeek，传出重磅消息！

Core Viewpoint - DeepSeek, a Chinese AI company, is reportedly developing a more advanced AI model with enhanced agent capabilities to compete with industry leaders like OpenAI [1][2] Company Developments - DeepSeek's founder, Liang Wenfeng, is pushing the team to release new software in Q4 of this year [1] - The company previously launched the R1 series model in January, which mimics human reasoning processes at a development cost of only a few million dollars [3] - An upgraded version, DeepSeek-R1-0528, was released on May 28, showing significant improvements in reasoning ability, programming performance, and text processing [3] - The DeepSeek-V3.1 model was officially released on August 21, enhancing code understanding and agent task execution capabilities [3][4] Market Trends - AI concept stocks have recently experienced a downturn, with the DeepSeek index, AI computing power index, and AIGC index dropping by 8.94%, 9.25%, and 7.16% respectively over a few trading days [1] - Analysts attribute this decline to profit-taking, but maintain a positive long-term outlook for the AI industry [1] Industry Insights - The AI agent sector is viewed as a key area of growth following large models, with capabilities for autonomous decision-making and task execution [5] - A government policy issued on August 26 aims to integrate AI into six key sectors by 2027, with a target of over 70% penetration of new intelligent terminals and agents [5] - The market for AI agents is expected to see significant growth, with predictions of a commercial explosion in 2025 [6][7]