CSC Financial: Recommend focusing on enterprise-level AI applications, computing power services, domestic chips, and super nodes.

CSC Financial pointed out that on October 17, DeepSeek updated V4.1 Flash, with DeepSWE rising from 74.2% to 77.0%, API prices unchanged, and search and crawling interfaces opened. In third-party evaluations, the new version passed all hidden tests under the high tier of the Pi framework, with an average cost of $0.045 per task, 77.7% lower than the GPT-5.6 Sol medium tier in the same table. In addition, Zhipu released a legal-domain specialized model, and StepFun disclosed a long-horizon Agent training scheme. Improvements in domestic models' capabilities, invocation costs, and tooling are expected to drive growth in enterprise workflow applications and inference demand. We recommend focusing on enterprise-level AI applications, computing power services, and domestic chips and super nodes.