Core Insights - The article discusses the launch of DeepSeek's OCR 2 model, which fundamentally redefines AI's approach to image understanding by implementing a "Visual Causal Flow" that mimics human reading patterns [4][29] - The model significantly enhances performance and efficiency, achieving a nearly 4% improvement in accuracy and reducing processing costs by over 80% [8][9][29] Technical Innovation - The core innovation, "Visual Causal Flow," allows the AI to prioritize information based on logical reading patterns, improving efficiency compared to traditional OCR models [4][6] - The introduction of DeepEncoder V2 enables dynamic rearrangement of visual data based on semantic meaning, enhancing the model's ability to understand complex documents [6][9] Performance and Efficiency - OCR 2 maintains an accuracy rate of over 91% when processing complex documents, a significant improvement in a mature field [8] - The model reduces the number of visual tokens required for processing from thousands to just over a hundred, drastically cutting costs [9][10] Commercial Applications - Three high-value application scenarios are identified: 1. Financial automation for invoice and receipt processing, which can significantly reduce costs for accounting firms [13] 2. Intelligent contract review, which can streamline legal workflows and potentially replace junior legal assistants [14] 3. Smart document management for digitizing historical records in government and healthcare sectors, aligning with national digitalization initiatives [15] Competitive Landscape - The introduction of open-source OCR 2 disrupts the existing market dominated by major players like AWS and Google, lowering the barriers for small and medium enterprises to access high-precision OCR technology [17][19] - The competition will intensify, benefiting technology-driven players while challenging traditional service providers reliant on API calls [20] Long-term Strategy - DeepSeek's overarching strategy focuses on optimizing "information compression" and "efficient reasoning" across its various models, aiming to reduce inference costs significantly [21][22] - The ultimate goal is to develop a unified multimodal encoder that can process text, images, audio, and video in a cohesive manner, enhancing overall efficiency [23][24] Summary and Actionable Insights - Key takeaways include the technological advancements of OCR 2, its application in various high-value sectors, and the potential for significant commercial opportunities [29] - Companies are encouraged to explore the capabilities of OCR 2 and consider integrating it into their operations to capitalize on the current technological window [29]

国内新闻 / Part 02 ①半导体投资联盟，澜起科技宣布/率先在国内推出基于PCIe 6.x/CXL 3.x标准的高性能有源电缆（AEC，Active Electrical Cable）解决方案/该方案面向数据中心从单机架向多机架复杂架构演进的需求/采用澜起自研的PCIe 6.x/CXL 3.x Retimer 芯片/旨在为大规模数据中心与高性能服务器平台提供高带宽、低延迟互连支持/ ②半导体芯闻，具备边缘推理能力的数字终端将快速增长/成为中国半导体产业扩张的重要驱动力——尤其是成熟工 艺技术领域/2025年四季度最新数据显示/2026年中国半导体市场预计增长31.26%/市场规模将达到5465亿美元/ ③大话芯片，国科微宣布对旗下固态存储芯片、SSD主控芯片及配套存储模组等全系列产品进行价格调整/涨幅区间 为20%至80%/其中企业级SSD及高端DDR适配产品涨幅居前/最高达80%/ 行情速递 / Part 01 ①大盘指数，科创50 (+1.51%)/创业板指(+0.71%)/上证指数(+0.18%)/深证成指(+0.09%)/北证50 (-0.05%)/ ②TMT领涨板块，SW分立器件(+5.70% ...