DeepSeek V4 ignites the semiconductor market, domestic computing power investment logic upgrades

April 27th, DeepSeek V4 release news continues to ferment, and the A-share semiconductor sector explodes, with the copper-clad laminate, semiconductor equipment, GPU, and other sub-sectors collectively strengthening. Industry insiders believe that V4 is compatible with Huawei Ascend ecosystem, with multiple domestic chips completing adaptation, and the market has begun to reassess the commercialization prospects of domestic computing power. In this round of DeepSeek market trend, directions such as AI infrastructure, AI applications, and original model manufacturers are worth paying attention to. (China Securities Journal)

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