DeepSeek V4 "lights up" the domestic computing power main line, the semiconductor equipment ETF E Fund (159558) underlying index rises 1% against the trend

As of the market close, the CSI Semiconductor Material & Equipment Thematic Index rose by 1%. The DeepSeek V4 series began a small-scale grayscale test on April 8, introducing a mode switcher, marking its entry into the internal testing phase. Market analysis indicates that several major domestic and international companies have released new AI models, accelerating the development of AI capabilities. The consumption of tokens for domestic large models has significantly increased, leading to a tightening supply and demand for computing power, making domestic computing power a focal point of attention