Seek .(US:SKLTY) Xuan Gu Bao·2026-02-27 03:12Market Performance - On February 27, Huawei's industrial chain saw significant gains, with Huasheng Tiancai achieving two consecutive trading limits, and stocks like Geer Software, Xinjun Network, and Tuowei Information hitting the daily limit [1]. Event: Huawei's AI Product Launch - On February 26, Huawei officially released the public beta of its cloud coding solution, integrating a large model, IDE, and autonomous development mode, covering various AI coding technologies and incorporating GLM-5.0, DeepSeek-V3.2, and Huawei's self-developed models, including a HarmonyOS-specific model [4]. - The DeepSeek V4Lite model demonstrated significant improvements in testing, supporting 1M context and native multimodal capabilities, with initial SVG examples widely disseminated and currently being tested by Huawei and other chip manufacturers [4]. - Huawei's Chairman Liang Hua stated that 43 mainstream large models are based on Ascend pre-training, with over 200 open-source models adapted to the Ascend ecosystem, facilitating the implementation of more than 6,000 solutions [4]. Institutional Insights - AI programming is reshaping core productivity methods, with large model core technologies empowering programming tools. Automated programming and code generation through AI coding enhance software development efficiency and automation levels [5]. - The value of AI programming lies in improving software development efficiency and quality, lowering technical barriers, and accelerating project iteration cycles. The capabilities of large models in programming have significantly advanced, with Claude and GPT series leading in code generation and deployment [5]. - The global AI code tool market is projected to be valued at $6.1 billion in 2024, expected to reach $26 billion by 2030 [5]. - The trend of deep integration between domestic AI model companies and domestic AI chip enterprises is emerging, with Huawei's Ascend achieving Day 0 support for DeepSeek-V3.2-Exp, completing adaptation and deployment using vLLM/SGLang inference frameworks [5]. - Huawei plans to launch three series of Ascend chips (Ascend 950PR/950DT, Ascend 960, and Ascend 970) over the next three years, aiming for a doubling of computing power each year [5]. - Huawei's 384 super node has surpassed NVIDIA's flagship product GB200 NVL72 in several key metrics [6]. - Huawei's CANN is fully open-sourced, collaborating with the upstream and downstream of the industrial chain to build an ecosystem, with the CANN computing architecture comparable to NVIDIA's CUDA core software layer [6].