On Monday, Kingsoft Cloud (KC.US) saw its shares surge more than 15% in pre-market trading, reaching $12.71. The movement comes amid recent reports indicating that DeepSeek is set to launch its new flagship large model, the V4, within the coming weeks, which is expected to possess significantly enhanced programming capabilities. According to preliminary internal test results from DeepSeek, the V4 model outperforms mainstream large models such as Claude and ChatGPT in code generation tasks. China Securities Co., Ltd. believes that the AI industry is currently experiencing intensive activity, with overseas firms like xAI and Anthropic securing funding rounds, the introduction of specialized "AI + Manufacturing" policies in China, and significant post-IPO surges for Zhipu AI and MiniMax; the subsequent launch of DeepSeek-V4 is anticipated to ignite a new wave of enthusiasm for AI applications.
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