AI应用概念活跃，当虹科技20%涨停，品茗科技再创新高

Core Viewpoint - The AI application sector is experiencing significant market activity, with notable stock price increases for companies like DeepSeek and others following the release of the new DeepSeek-V3.2-Exp model, which enhances training and inference efficiency for long texts and reduces API costs by over 50% [1] Group 1: Market Activity - Companies such as 当虹科技 (Danghong Technology) and 品茗科技 (Pinming Technology) have seen stock price increases of 20% and approximately 15% respectively, with other firms like 网达软件 (Wanda Software) and 中电鑫龙 (Zhongdian Xinlong) also hitting the daily limit up [1] - 海天瑞声 (Haitian Ruisheng) has experienced a stock price increase of over 8% [1] Group 2: Product Development - DeepSeek has officially launched the DeepSeek-V3.2-Exp model, which introduces a sparse attention mechanism aimed at optimizing training and inference efficiency for long texts [1] - The official app, web version, and mini-program have all been updated to the new DeepSeek-V3.2-Exp model [1] Group 3: Industry Outlook - Institutions predict that with the continuous improvement of model capabilities represented by companies like OpenAI and DeepSeek, along with the emergence of Agent and multimodal products, AI applications are expected to accelerate [1] - It is anticipated that starting from the fourth quarter, companies in various application sectors will further iterate their AI products and solutions, leading to increased order fulfillment and performance [1]