WPS智能写作功能

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缘何狂飙?DeepSeekv3.1对信创有何影响?信创ETF基金(562030)猛拉4.8%,中科曙光登顶A股吸金榜
Xin Lang Cai Jing· 2025-08-22 04:36
Core Viewpoint - The release of DeepSeek-V3.1 marks a significant advancement in the field of intelligent computing, with implications for the domestic computing industry and related sectors [1] Group 1: Impact on Computing Infrastructure Suppliers - The launch of DeepSeek-V3.1 enhances the capabilities of domestic computing infrastructure suppliers, exemplified by Zhongke Shuguang's successful adaptation of the DeepSeek V3/R1 model with Haiguang DCU, which is a crucial step in promoting domestic computing development [1] - The liquid cooling technology implemented by Zhongke Shuguang can achieve a Power Usage Effectiveness (PUE) improvement, further supporting efficient computing solutions [1] Group 2: Vertical Application Collaborations - Kingsoft Office has integrated the DeepSeek-Writer API into its WPS intelligent writing feature, resulting in a threefold increase in document generation efficiency and a 90% reduction in error rates [1] - The collaboration between software and hardware optimizes computing efficiency, enabling large-scale applications in finance, healthcare, and industrial sectors, ultimately creating a positive cycle of "technological autonomy-ecosystem collaboration-commercial closure" [1] Group 3: Industry Trends and Government Support - The Xinchuang industry is transitioning from a policy-driven approach to a dual-driven model of policy and market, with significant advancements expected as the 2027 full replacement deadline approaches [1] - The focus on information technology autonomy and security is being supported by national policies, with local government procurement in the Xinchuang sector anticipated to recover [1] - Domestic manufacturers, represented by Huawei, are achieving breakthroughs in new technologies, which is expected to increase the market share of domestic software and hardware [1]