Guojin Securities: DeepSeek promotes "computing power equality," focusing on edge AI and agent investment opportunities

ChainCatcher news, according to Jin10, Guojin Securities stated that after the reduction of computing power costs on the inference side, "computing power equality" is expected to accelerate the landing of edge-side AI and Agent applications, while the landing applications also bring demands for network security and innovation construction. It is recommended to pay attention to domestic leading generative large models, while AI hardware is expected to become a new carrier for application landing. The refinement of AI-related functions can drive the monthly active users and payment rates of C-end applications, enhancing the market competitiveness of enterprises.