DeepSeekV3.2加速国产AI软硬件生态闭环

Industry Investment Rating - The investment rating for the computer industry is "Outperform the Market" and is maintained [1] Core Viewpoints - The report highlights the significant advancements in domestic AI capabilities, particularly through the introduction of the DeepSeek V3.2-Exp model, which features a new sparse attention mechanism that enhances training and inference efficiency for long texts without compromising output quality [4][8] - The cost of services associated with the new model has been drastically reduced, with official API prices dropping by over 50%, making it more accessible for deployment [5] - The collaboration between domestic AI hardware and software is expected to optimize model deployment performance and reduce costs, which is crucial for accelerating application penetration in the market [8] Summary by Relevant Sections Industry Basic Situation - The closing index for the computer industry is 5579.48, with a 52-week high of 5841.52 and a low of 3911.64 [1] Recent Research Reports - The report discusses the launch of the DeepSeek V3.2-Exp model, which introduces a new attention mechanism and significantly improves efficiency [4] - The model's development involved collaboration with various companies, including Cambrian and Ascend, to ensure compatibility and performance optimization [6][7] Investment Recommendations - The report suggests focusing on several categories for investment, including AI agents and domestic computing power companies, listing specific companies such as Dingjie Zhizhi, Cambrian, and others [9]