金吾财讯 | 万国数据(09698)震荡走低,截至发稿,跌8.79%,报20.75港元,成交额2244.76万港元。
DeepSeek公司本月20日发布大模型R1,并表示“在数学、代码、自然语言推理等任务上,性能比肩OpenAI o1正式版”,低成本高效能的AI模型导致了市场竞争格局发生变化。
市场忧虑未来AI企业不需要大量芯片和数据中心资源进行研发,数据中心的需求增长不如预期。
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