【兴证计算机】DeepSeek跟踪：AI平权领军，加力开源及降价

Core Viewpoint - The article emphasizes maintaining long-term confidence and increasing positions in core leading companies during market adjustments, particularly in the AI and domestic sectors [2][4]. Summary by Sections Weekly Viewpoint - The market has experienced adjustments due to previous rapid increases and the disclosure of performance reports. Looking ahead, the completion of performance reports and the upcoming important policy window are expected to improve performance in Q1 2025 [2][4]. Deep Dive on DeepSeek - DeepSeek, a leader in AI equity, has made significant progress by open-sourcing various solutions, including DeepEP and DeepGEMM, which optimize both hardware and applications. The company has also implemented a "staggered pricing" strategy, significantly reducing API call prices during off-peak hours, which is anticipated to accelerate AI application development [2][3]. Global AI Industry Trends - The global AI industry is experiencing accelerated resonance, with notable advancements from domestic models like Doubao and DeepSeek. OpenAI's release of ChatGPT 4.5 has also shown significant improvements in human-like interactions, contributing to the ongoing trend in the AI sector [2]. Investment Strategy - The recommendation is to continue over-allocating resources to the AI sector, focusing on core leading companies as the industry trends evolve and mature [2].