02月05日，德马科技（688360）股价大幅上涨，截至10点26分，德马科技上涨5.04%，报21.87元/股，成交4497万元，换手率1.22%。消息解读春节期间DeepSeek超预期出圈，用户量激增带来海量的推理需求，导致服务器无法满足大量用户的并发需求。目前国内的华为云（硅基流动）、腾讯云、天翼云等纷纷上架R1模型，另外海外CSP如微软Azure、亚马逊也纷纷上架R1模型。另外，...
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德马科技涨5% DeepSeek爆火
智选洞察02-05
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