【券商聚焦】中信证券指DeepSeek新一代模型的发布意味着AI大模型的应用将逐步走向普及

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【券商聚焦】中信证券指DeepSeek新一代模型的发布意味着AI大模型的应用将逐步走向普及

金吾财讯02-05

金吾财讯 | 中信证券表示，近期，DeepSeek爆火全球，其以强能力、低成本的特点着称，对全球AI产业链带来强借鉴意义。2025年1月20号发布的DeepSeek-R1性能对标OpenAI o1正式版，其强调强化学习技术路线，推理能力强、性价比突出。该行认为，DeepSeek新一代模型的发布意味着AI大模型的应用将逐步走向普及，加速AI应用全面落地；同时，其有望开启全新的Scaling Law，模型重心逐步从预训练切换到强化学习、推理阶段，助力算力需求持续增长。建议重点关注工具软件和其他重点行业软件、通用管理软件、AI算力三大主线：1）主线一：工具软件和其他重点行业软件；2）主线二：通用管理软件；3）主线三：AI基础设施。

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