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CITIC Securities: DeepSeek's next-generation new model is expected to continue the high cost-performance open-source model approach
People’s Finance News on April 1. A research report from CITIC Securities suggests that since 2026, domestic large-model vendors have focused on upgrading Agent capabilities and code skills, competing to roll out new models. The upcoming DeepSeek next-generation new model is expected to continue the path of high value-for-money open-source models, achieving stronger memory functions and handling of ultra-long context, while refining code and Agent capabilities and also addressing the shortfalls in multimodal capabilities, bringing new investment opportunities across the model original manufacturers, AI applications, and AI infrastructure sectors.