Guojin Securities: DeepSeek Promotes "Computing Power Equality", Focus on Edge AI and Agent Investment Opportunities

According to a report from Jinshi on February 10, Deep Tide TechFlow stated that following the reduction in computing costs on the inference side, "computing power equity" is likely to accelerate the implementation of edge-side AI and Agent applications. Additionally, the deployment of these applications will create demand for network security and the construction of trusted innovation. It is recommended to pay attention to domestic leaders in generative large models, while AI hardware is expected to become a new carrier for application deployment. The refinement of AI-related functionalities can drive monthly active users and payment rates for C-end applications, enhancing the market competitiveness of enterprises.