CITIC Construction Investment: DeepSeek-V3.1 released, domestic computing power sector welcomes catalyst.

According to the research report from CITIC Construction Investment, the DeepSeek model has been updated to version 3.1, with added support for FP8 precision and domestic chips. This move is expected to accelerate the landing of the domestic computing power ecosystem. Tencent revealed at its performance meeting that the company's reasoning chip supply channels are diversified, and under fluctuations in the international supply chain, domestic reasoning power chip could be a driving force. Recently, Huawei's Ascend chip has gradually expanded its application in industries such as government and finance, further demonstrating the increasing market competitiveness of domestic chips.