CITIC SEC released a Research Report indicating that DeepSeek has achieved extreme optimization of large model training and inference computing cost through engineering capability innovation, and also provides a new direction for high-performance model deployment on the edge. CITIC SEC is Bullish on the new generation model of DeepSeek driving explosive demand for cloud inference, accelerating the implementation of AI applications on the edge: core focus is recommended on five areas: wafer foundry, domestic computing chips, customized storage, terminal brands, and SoC.