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Issue 958 of “The Sequence Radar” examines inference software, modular AI factories, and enterprise AI investments side by side: cheaper per-inference does not necessarily mean lower overall industry spending. This article is compiled from the original publication and supplemented with technical scope and delivery terms based on DeepSeek and NVIDIA’s official materials.
Open WebUI v0.12.4 is a major maintenance release of the open-source large language model frontend, published before the trusted metadata date of 2026-10-25. Key updates include on-demand skill loading (requires enabling the built-in Skills tool and is disabled by default), explicit marking of the context compression process during chat, accessibility enhancements that address over one hundred WCAG compliance issues, and 26 feature fixes and behavioral adjustments verified through GitHub PRs/issues—covering strengthened permission controls and bug fixes for scenarios such as Safari, RTL, and multi-folder support. No new models, APIs, or third-party services were introduced, nor were any performance benchmarks, user data, or regulatory information included.
From September 22 to October 22, 2026, the A-share AI sector continued to adjust, with the ChiNext Index falling 24.20% and the STAR 50 PE-TTM dropping nearly 60%, from 264 times to above 110 times. Meanwhile, corporate earnings collectively exceeded expectations during the same period—CATL reported a quarterly net profit of RMB 21.2 billion, Yuanjie Technology forecast a nearly sixfold increase, and Lianxun Instruments posted a net profit surge of over 18 times—while equity ETFs saw net inflows of nearly RMB 70 billion. The core driver of this correction was valuation compression, rather than deteriorating fundamentals.
Why it matters：The material explicitly states that the primary drivers of this round of decline are the rising discount rate (affecting the denominator) and weakening overseas regulatory expectations (eroding confidence on the numerator), which together have weighed on valuations—while industry conditions, order visibility, primary-market pricing, and policy‑exemption arrangements have all remained stable. Meanwhile, continued net ETF subscriptions and a spate of announcements from optical‑module companies indicating order backlogs extending through 2027 further confirm that the market is actively stepping in at low valuation levels, with a clear rationale and a fully substantiated chain of evidence.
