DeepSeek V4 ignites the semiconductor market, upgrading the investment logic of domestic computing power.

On April 27th, the news of the release of DeepSeek V4 continued to ferment, causing the A-share semiconductor sector to surge. Sub-sectors such as copper clad laminate, semiconductor equipment, and GPU all showed collective strength. Industry insiders believe that V4 is compatible with Huawei's Ascend ecosystem, with many domestic chips completing adaptation. The market is beginning to reassess the commercial prospects of domestic computing power in this DeepSeek market. In this round of the DeepSeek market, areas such as AI infrastructure, AI applications, and model manufacturers are worth paying attention to.