CITIC Securities: DeepSeek V3 Released, Accelerating AI Applications to the Ground

CITIC Securities research report pointed out that recently, the official release of DeepSeek-V3 has attracted a high degree of attention in the AI industry, which has ensured that under the premise of the model capacity, the training efficiency and the speed of reasoning has been greatly improved. We believe that the release of DeepSeek's new generation of models means that the application of large AI models will gradually move towards universal benefit, helping AI applications to land widely; at the same time, the training efficiency has been greatly improved, which will also contribute to the high demand for reasoning arithmetic. We continue to be optimistic about the accelerated landing opportunities of the AI industry chain, and suggest focusing on the three main lines of AI applications, AI Infra, and AI computing power.