中信证券研报指出，DeepSeek模型相比GPT4模型更小的参数量也意味着更低的推理成本，推理成本的降低，将是AI应用普及的前奏。预计模型性价比持续提升下，国内AI应用依托丰富生态和成熟流量加速各领域落地。其中，Agent模式有望以更长的任务流程、更好的场景理解、更高的自主能力，成为所有互联网用户的数字助手，在企业管理、教育、办公、金融等领域展现应用价值。AI concept stocks continued to rise in the afternoon. As of press release, Meitu (01357) rose 15.97% to HK$3.63; Jinshanyun (03896) rose 13.41% to HK$6.26; and GDS (09698) rose 11.24% to HK$23.25.
The Zhitong Finance App learned that AI concept stocks continued to rise in the afternoon. As of press release, Meitu (01357) rose 15.97% to HK$3.63; Jinshanyun (03896) rose 13.41% to HK$6.26; Universal Data - SW (09698) rose 11.24% to HK$23.25; Shangtang-W (00020) rose 11.18% to HK$1.69; Weimeng Group (02013) rose 7.24% to HK$2.37.
According to the news, on January 20, the major domestic model company Hangzhou Deep Search officially released the DeepSeek R1 model. It used reinforcement learning technology on a large scale in the post-training stage, greatly improving model reasoning ability with only little labeling data. In tasks such as mathematics, coding, and natural language reasoning, the performance was comparable to the official OpenAI O1 version, and it became truly open source. In just one week, the superior performance and ultra-low training cost of this latest model shocked the AI community at home and abroad. As the popularity of DeepSeek continues to rise, on January 27, the DeepSeek app topped the free app download rankings of Apple's Chinese and US app stores, surpassing ChatGPT in the US download list.
The CITIC Securities Research Report points out that the smaller number of parameters in the DeepSeek model compared to the GPT4 model also means lower inference costs. The reduction in inference costs will be a prelude to the popularity of AI applications. It is expected that as the cost performance ratio of the model continues to improve, domestic AI applications rely on rich ecology and mature traffic to accelerate implementation in various fields. Among them, the agent model is expected to become a digital assistant for all Internet users with a longer task process, better scenario understanding, and higher autonomy, showing application value in enterprise management, education, office, finance, etc.
Comment(0)
Reason For Report