Seek .(US:SKLTY) Mei Ri Jing Ji Xin Wen·2026-02-12 02:53Group 1: Market Performance - The Shanghai Composite Index rose by 0.09% to close at 4131.98 points, while the Shenzhen Component Index fell by 0.35% to 14160.93 points, and the ChiNext Index decreased by 1.08% to 3284.74 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average down by 0.13%, the Nasdaq Composite down by 0.16%, and the S&P 500 unchanged [1] - The Philadelphia Semiconductor Index increased by 2.28%, with notable gains from NXP Semiconductors (up 5.55%) and Micron Technology (up 9.94%) [1] Group 2: Industry Insights - DeepSeek has updated its web and app versions to support a maximum context length of 1 million tokens, an increase from the previous 128K tokens [2] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasized the need for central enterprises to enhance investment in computing power and promote the synergy of "computing power + electricity" to strengthen data governance capabilities [2] - The SASAC also called for a focus on independent innovation, particularly in breakthrough core technologies and the development of large models, to facilitate the transformation of innovative results into products and industries [2] Group 3: AI and Semiconductor Sector - Bohai Securities anticipates the launch of DeepSeek V4 during the Lunar New Year, which may drive a new round of technological iteration for domestic large models [3] - The upgrade of domestic large models like DeepSeek V4 is expected to accelerate technological innovation and application deployment in the AI sector [3] - The semiconductor equipment ETFs, such as the Sci-Tech Semiconductor ETF (588170), focus on semiconductor materials and equipment, benefiting from the AI revolution and domestic substitution trends [3]