DeepSeek-OCR发布，重塑大语言模式范式：计算机行业重大事项点评

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index exceeding the benchmark index by more than 5% in the next 3-6 months [16]. Core Insights - The report highlights the launch of DeepSeek-OCR, a visual text compression model that utilizes optical compression technology for efficient parsing and cross-language processing of multimodal documents. This model is expected to significantly enhance data processing capabilities in various fields [2][5]. - DeepSeek-OCR achieves a compression ratio of 10:1 while maintaining 97% near-lossless decoding accuracy, showcasing its efficiency and performance in handling large volumes of data [5]. - The model's architecture includes a visual encoder (DeepEncoder) and a lightweight decoder (DeepSeek3B-MoE), which together optimize the processing of visual tokens, reducing computational overhead [5]. Industry Overview - The computer industry comprises 337 listed companies with a total market capitalization of approximately 59,939.50 billion and a circulating market value of about 54,322.71 billion [2]. - The absolute performance of the industry over the past 12 months has been 31.4%, while the relative performance against the benchmark has been 15.0% [3]. - The report emphasizes the potential of DeepSeek-OCR in various application scenarios, including finance, education, legal, medical, e-commerce, security, industrial, and military sectors, indicating a broad market opportunity [5]. Investment Recommendations - The report suggests focusing on specific segments within the AI industry, including domestic computing power providers and enterprise services across various applications [5]. - Key companies to watch include Alibaba, Cambricon, and Kingsoft Office, among others, across different sectors such as finance, education, and healthcare [5].