芯片股午后跌幅扩大中芯国际(00981)尾盘一度跌超10% 花旗料先进GPU未来仍是AI巨头的刚需

金吾财讯

Jan 27, 2025

金吾财讯 | 芯片股午后跌幅扩大，中芯国际(00981)一度跌超10%，最新报37.75港元，跌8.6%，华虹半导体(01347)跌6.63%，上海复旦(01385)跌3.32%。而隔夜美股芯片股英伟达跌3.12%，台积电跌1.22%。消息面上，DeepSeek发布其R1模型，在第三方基准测试中，其表现优于OpenAI、Meta和 Anthropic等美国领先人工智能公司。在AIME 2024数学基准测试中，DeepSeek R1的成功率达到79.8%，超越了OpenAI的o1推理模型。在标准化编码测试中，它表现出“专家级”的性能，在Codeforces上获得了2029 Elo评级，并超越了96.3%的人类竞争对手。该模型每百万个token的查询成本仅为0.14美元，而OpenAI的成本为7.50美元，便宜了98%。而且允许开源。花旗发报指，最近，内地AI新创公司DeepSeek推出V3大模型，引发了投资者对其计算成本的询问，因为它宣布只使用其美国同业竞争对手成本的一小部分，但却仍实现顶级性能。该行估计，未来在不可避免的更严格监管的环境中，美国企业能够获得更先进的芯片是一种相对优势。因此，该行预计领先的AI公司不会放弃能够便用提供更具吸引力的大规模的更先进的GPU。

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Elo评级，并超越了96.3%的人类竞争对手。该模型每百万个token的查询成本仅为0.14美元，而OpenAI的成本为7.50美元，便宜了98%。而且允许开源。花旗发报指，最近，内地AI新创公司DeepSeek推出V3大模型，引发了投资者对其计算成本的询问，因为它宣布只使用其美国同业竞争对手成本的一小部分，但却仍实现顶级性能。该行估计，未来在不可避免的更严格监管的环境中，美国企业能够获得更先进的芯片是一种相对优势。因此，该行预计领先的AI公司不会放弃能够便用提供更具吸引力的大规模的更先进的GPU。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1610","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"1952269","article_id":"2506263328","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2506263328","pubTimestamp":1737965399,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 芯片股午后跌幅扩大，中芯国际 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SMIC (00981) once fell more than 10% in late trading. Citigroup expects advanced GPUs to remain a rigid demand for AI giants in the future","themeId":"0f1493232b39edcf25c5d542d16e090f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"688981":1,"01385":0.9,"01347":0.9,"00981":1},"content_text":"金吾财讯 | 芯片股午后跌幅扩大，中芯国际(00981)一度跌超10%，最新报37.75港元，跌8.6%，华虹半导体(01347)跌6.63%，上海复旦(01385)跌3.32%。而隔夜美股芯片股英伟达跌3.12%，台积电跌1.22%。消息面上，DeepSeek发布其R1模型，在第三方基准测试中，其表现优于OpenAI、Meta和 Anthropic等美国领先人工智能公司。在AIME 2024数学基准测试中，DeepSeek R1的成功率达到79.8%，超越了OpenAI的o1推理模型。在标准化编码测试中，它表现出“专家级”的性能，在Codeforces上获得了2029 Elo评级，并超越了96.3%的人类竞争对手。该模型每百万个token的查询成本仅为0.14美元，而OpenAI的成本为7.50美元，便宜了98%。而且允许开源。花旗发报指，最近，内地AI新创公司DeepSeek推出V3大模型，引发了投资者对其计算成本的询问，因为它宣布只使用其美国同业竞争对手成本的一小部分，但却仍实现顶级性能。该行估计，未来在不可避免的更严格监管的环境中，美国企业能够获得更先进的芯片是一种相对优势。因此，该行预计领先的AI公司不会放弃能够便用提供更具吸引力的大规模的更先进的GPU。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}