通信行业：DeepSeek强势崛起，海内外机器人产业加速突破，持续看好相关产业投资机会

Investment Rating - The industry rating is "Outperform the Market" [4] Core Viewpoints - DeepSeek is driving the acceleration of the domestic AI industry, with the launch of DeepSeek-R1 showcasing significant advancements in model performance and cost-effectiveness compared to OpenAI's offerings [1] - The robot industry is experiencing breakthroughs both domestically and internationally, with notable developments such as the performance of humanoid robots at the Spring Festival Gala and Tesla's plans for mass production of Optimus robots [2][3][6] - The year 2025 is identified as a critical year for the humanoid robot industry, with expectations of increased production and technological advancements [6] Summary by Sections DeepSeek and AI Industry - DeepSeek-R1 utilizes reinforcement learning to enhance model inference capabilities with minimal labeled data, achieving performance comparable to OpenAI's models [1] - The API pricing for DeepSeek-R1 is significantly lower than that of OpenAI, making it a competitive option for developers [1] - The lightweight adaptability of DeepSeek-R1 models allows for efficient deployment on devices with limited memory [1] Robotics Industry Developments - Domestic humanoid robots, such as the H1 from Yushu Technology, demonstrated advanced capabilities during a high-profile performance, indicating progress in hardware and AI integration [2] - Tesla's Optimus robot is projected to reach a production capacity of 10,000 units per month by 2026, with potential revenue exceeding $10 trillion in the long term [3][6] Investment Opportunities - The report suggests a focus on various sectors within the AI and robotics industries, including telecommunications operators, main equipment manufacturers, optical modules, and industrial internet solutions [7]