智通财经APP获悉，算力概念股延续昨日下跌，截至发稿，鸿腾精密(06088)跌7.84%，报3.29港元；中兴通讯(00763)跌3.53%，报26港元；中芯国际(00981)跌2.49%，报37.2港元；中广核矿业(01164)跌12.09%，报16港元。
消息面上，国产大模型公司杭州深度求索发布的DeepSeek应用已经登顶苹果中美两区免费APP下载榜，在美区超越ChatGPT。分析指出，DeepSeek模型以更低的训练成本取得与OpenAI o1相当的性能，颠覆了“AI研发必须依赖巨额投入”的传统认知，也让市场产生了算力过剩的担忧。隔夜美股英伟达(NVDA.US)股价暴跌17%，除了芯片制造商，数据中心服务商，还有为AI基建提供电力的核电股也受到冲击。
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。也有分析人士指出，算法创新将有望加速缩小国内模型和海外模型的差距，但这一现象暂时也没有办法证明未来对于训练环节的算力需求将下降，近期海外头部大模型厂商的资本开支计划进一步加大。
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