Dongwu Securities reports that the AI industry is undergoing a significant shift driven by intelligent agents and a push for domestic technological self-sufficiency. The training of DeepSeek V4 using domestic computing power marks a pivotal moment, signaling the start of a strategic opportunity period for AI innovation and creation in China. The industry is now coalescing around five key areas: GPU chips, CPU chips, the Ascend ecosystem, computing power leasing, and domestic large language models, aiming to build a complete industrial chain from hardware to applications. AI
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IMPACT Highlights the strategic importance of domestic computing power and the formation of key industry segments in China's AI sector.
RANK_REASON This is an analyst report discussing industry trends and strategic opportunities, not a direct release or event.