DeepSeek行业点评2：加速国产AI算力迭代，看好国产算力板块和云厂商

Investment Rating - The industry investment rating is "Overweight" [1] Core Viewpoints - The release of DeepSeek's large models has led to multiple cloud platforms announcing the deployment of DeepSeek's models, indicating strong market adoption and integration [3] - The domestic AI computing power cards are expected to support the iteration of domestic large models, with significant contributions from companies like Haiguang Information and others in the domestic AI computing sector [5] Summary by Sections Industry Overview - DeepSeek has launched several models, with major cloud platforms like Volcano Engine, Tencent Cloud, and Baidu Intelligent Cloud announcing support for these models, showcasing a trend towards increased deployment of AI models in cloud environments [3][4] - The integration of DeepSeek models with domestic computing units, such as Haiguang's DCU, highlights the advancement in domestic AI computing capabilities [4] Key Companies - Recommended companies in the domestic AI computing sector include Haiguang Information, Sugon, and Loongson Technology, while cloud deployment-related companies include Century Internet, Runze Technology, and others [5] - Huawei's computing-related companies include Huafeng Technology and Weicai Technology, with additional mentions of companies in the Hongmeng ecosystem [5]