AI & Enterprise
DeepSeek V4 sparks revaluation call for China\'s AI sector
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.
