DeepSeek-V4引爆算力、应用双浪潮重点关注易方达AI ETF(03489)和易方达亚洲半导体ETF(03486)

智通财经

Apr 27

智通财经APP获悉，4月24日，DeepSeek全新系列模型DeepSeek-V4预览版正式上线并同步开源，新版本在Agent能力、世界知识与逻辑推理表现上实现国内与开源领域的领先水平。该模型采用MoE架构，支持100万Token原生上下文，推理速度较V3提升35倍，使用成本大幅降至GPT-4的1/70。

此次模型迭代形成双向产业催化：算力端，DeepSeek-V4完成与国产芯片深度适配，拉动国产AI芯片采购及晶圆代工、先进封装等上游环节；应用端，DeepSeek-V4推理成本大幅下行，推动跨文档分析、智能体工作流等场景商业化落地，打开云计算、企业级AI服务增长空间。

在此背景下，重点关注易方达旗下两只ETF。易方达AI ETF(03489)紧密跟踪富时定制全球人工智能精选指数(4月涨幅13.25%)，覆盖中芯国际、华虹半导体等本土算力龙头，配置腾讯控股、阿里巴巴等AI应用核心标的，并纳入英伟达、微软、博通等海外科技巨头。易方达亚洲半导体ETF(03486)则专注亚洲半导体核心龙头，涵盖台积电、华虹半导体等行业标杆，跟踪指数4月涨幅达26.05%，充分受益于国产算力爆发与全球半导体周期上行双重红利。

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