DeepSeek公布技术及运营细节，建议关注AI端侧

Investment Rating - The industry investment rating is "Positive" [2] Core Insights - The report highlights that the domestic AI large model company DeepSeek has released technical and operational details, suggesting a focus on AI edge computing. The peak node usage for DeepSeek-V3 and R1 inference services reached 278 nodes, with an average usage of 226.75 nodes, indicating strong demand [3][4] - The theoretical daily revenue for DeepSeek is estimated at $562,027, with a cost-profit margin of 545%. However, actual revenue may be lower due to pricing strategies and discounts [3] - The report emphasizes the potential for complex applications in the inference market, such as humanoid robots and autonomous driving, which could reshape consumer electronics [3][4] Summary by Sections Industry Performance - The report notes a general decline in the electronic industry, with the Shenwan electronic secondary index showing year-to-date changes: semiconductors (+10.52%), other electronics II (+1.61%), components (+5.95%), optical optoelectronics (+2.72%), consumer electronics (+8.60%), and electronic chemicals II (+3.79%). This week, the declines were: semiconductors (-3.62%), other electronics II (-5.99%), components (-9.78%), optical optoelectronics (-3.93%), consumer electronics (-6.06%), and electronic chemicals II (-4.00%) [3][5] Key Companies to Watch - The report suggests monitoring companies involved in AI edge computing, including Lens Technology, Linyang Technology, Pengding Holdings, Dongshan Precision, Lexin Technology, Rockchip, Hengxuan Technology, Allwinner Technology, Zhaoyi Innovation, and Amlogic [3]