国君每日一图|Deepseek,开源AI补齐国产AI产业链短板

Investment Rating - The report provides a positive investment outlook for the AI industry, particularly focusing on the advancements in domestic AI infrastructure and chip technology [1]. Core Insights - DeepSeek R1 optimizes algorithms to reduce the performance requirements of computing chips, facilitating the adaptation to domestic computing capabilities. This shift is driven by increasing restrictions on overseas computing resources, making self-sufficient computing a necessary choice. The development of advanced domestic processes is expected to gain momentum [1]. - The AI infrastructure is shifting towards inference computing, where ASIC chips offer a higher cost-performance ratio in inference scenarios. Efficient and low-cost ASIC chips are anticipated to benefit from this trend [1]. - The R1 distilled small model demonstrates strong performance, accelerating the implementation of edge AI, thereby opening growth opportunities for edge hardware [1].