The launch of DeepSeek’s latest AI model, V4, is expected to spur a broad revaluation of China’s AI industry, with analysts citing potential gains in demand for Chinese high-performance chips and wider commercial adoption. Chip designers and foundries are seen as beneficiaries, while securities firms project rapid growth in China’s AI chip market. Morgan Stanley also flagged lower inference costs and possible Hong Kong index inclusion for AI model firms.

China\'s Ant Group has drawn attention by open-sourcing its robot AI model for the first time as it seeks to bring robots from the lab into the field. A report said the move could accelerate competition in embodied intelligence, where systems perceive, reason and act in physical environments. Ant said its LingBot-VLA model aims for scalable deployment across industry, while acknowledging limits from real-world robot data and the need for more.