Guan Cha Zhe Wang·2025-09-30 06:16Core Insights - The release and open-sourcing of the DeepSeek-V3.2-Exp model on September 29 marks a significant advancement in AI technology, featuring a sparse Attention architecture that reduces computational resource consumption and enhances inference efficiency [1] - The model's API pricing has been reduced by over 50%, making it more accessible for developers and users [1] - Major companies such as Huawei, Cambricon, and Haiguang have announced successful adaptations of the DeepSeek-V3.2-Exp model, showcasing its compatibility and performance across different platforms [1] Group 1 - The DeepSeek-V3.2-Exp model introduces a sparse Attention mechanism that significantly lowers training and inference costs in long-sequence scenarios [1] - Huawei's Ascend has quickly adapted the model for deployment, providing open-source inference code and operator implementations for developers [1] - Cambricon has also achieved adaptation of the DeepSeek-V3.2-Exp model, leveraging its computing efficiency to enhance performance [1] Group 2 - Following the announcement, the market saw a strong performance in the Sci-Tech 50 Index, with notable gains in AI chip stocks and Huawei Ascend concepts [2] - The dual advancement of hardware and software signifies a shift in the domestic AI ecosystem from "usable" to "user-friendly," creating a closed loop from foundational computing power to upper-layer applications [2] - Analysts suggest that the integration of large models and generative AI into consumer endpoints will enhance product value and user engagement, positioning companies that develop "AI + hardware" applications competitively in the next computing platform race [2]