CICC: DeepSeek V4 Model Efficiency Optimization to Accelerate Downstream Agentic AI Demand, Bullish on Zhipu , MiniMax
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CICC's report highlights DeepSeek's launch of its V4 model series, which utilizes a hybrid attention mechanism to enhance inference efficiency. This innovation is seen as pivotal for the model industry and is expected to accelerate demand for Agentic AI. The V4 series includes two variants, V4-Pro and V4-Flash, both capable of handling ultra-long contexts of one million tokens. CICC is optimistic about the growth of domestic open-source models and is bullish on Zhipu and MiniMax as key players in this space.
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