Jinwu Finance News | Huatai Securities stated that Deepseek has officially released version DeepSeek-V3.1, which utilizes the UE8M0 FP8 precision parameters, offering high energy efficiency, a large dynamic range, and the ability to avoid information loss. This precision parameter is designed for the upcoming next-generation domestic chips, showcasing significant achievements in the synergy of domestic software and hardware. Amidst the growth in capital expenditures by domestic internet firms and obstacles in overseas GPU supplies, the demand for domestic computing power infrastructure is expected to maintain a high level of prosperity. It is recommended to pay attention to domestic computing power and its supporting industrial chain (optical modules, AIDC, switches, copper connections, etc.).
The institution is optimistic about the AI computing power chain in the telecommunications industry in 2025, the revaluation of core asset values, new productivity (satellite internet, low-altitude economy, deep-sea technology, etc.), and self-controllable (upstream chips) sectors.