Seek .(US:SKLTY) Zhi Tong Cai Jing·2026-02-12 14:00Core Insights - The article highlights the emergence of various applications from leading domestic AI companies, showcasing the maturity of Chinese large models and the upcoming release of DeepSeek's flagship language model V4, which is expected to accelerate innovation in the Chinese AI industry and narrow the gap with global counterparts [1][8]. Group 1: Technical Innovations - DeepSeek's DS-V4 integrates two core technologies, mHC and Engram, which address key bottlenecks in large model development by enhancing inter-layer information flow and optimizing memory efficiency, marking a shift from scale competition to architecture and system optimization [2][7]. - The mHC mechanism restructures inter-layer information flow by introducing strict mathematical constraints to avoid signal amplification and training failures, significantly improving training efficiency and stability [3][4]. - Engram focuses on decoupling memory and computation to alleviate the "memory wall" issue in large models, enhancing memory efficiency during training and inference, which is crucial for addressing hardware limitations in the Chinese AI industry [5][6]. Group 2: Industry Impact - DS-V4 is expected to play a pivotal role in driving the commercialization of large models globally, while also serving as a key enabler for the Chinese AI industry to overcome hardware bottlenecks and accelerate the entire industry chain's upgrade [8][10]. - The model's efficiency improvements will help alleviate capital expenditure pressures for global enterprises investing in AI infrastructure, facilitating faster technology deployment and integration into various applications [9][10]. - In the Chinese market, DS-V4's innovations will support local hardware development and enhance the capabilities of AI applications, transitioning AI agents from simple tools to intelligent assistants [10][12]. Group 3: Trends in the AI Ecosystem - The evolution from V3/R1 to V4 reflects a significant trend in the global large model industry, where performance enhancement is shifting from parameter accumulation to architectural design and system optimization, creating opportunities for China to close the gap with global leaders [13][14]. - The open-source large model market in China is expected to thrive, with DeepSeek's innovations setting benchmarks for local enterprises, allowing them to transition from following to competing and potentially leading in the field [13][14]. - The launch of DS-V4 is anticipated to accelerate the commercialization cycle of AI applications in China, benefiting software companies that leverage large model technologies for product upgrades [12][14].