金吾财讯 | 花旗发研报指，AI应用程式DeepSeek在农历新年前登上美国应用程式商店下载量榜首。DeepSeek以使用独特方法克服中国硬件限制而闻名，惟该行认为，中国领先互联网公司的AI投资和LLM进展一直未得到投资者应有的重视。该行相信，DeepSeek和其他中国模型的高效低成本将有助于加速全球AI应用开发，并可能在全球引发更多技术创新，从而推动今年人工智能应用的拐点。该行偏好排名依次为阿里巴巴(09988)、腾讯控股(00700)及百度集团(09888)。
金吾财讯 | 花旗发研报指，AI应用程式DeepSeek在农历新年前登上美国应用程式商店下载量榜首。DeepSeek以使用独特方法克服中国硬件限制而闻名，惟该行认为，中国领先互联网公司的AI投资和LLM进展一直未得到投资者应有的重视。该行相信，DeepSeek和其他中国模型的高效低成本将有助于加速全球AI应用开发，并可能在全球引发更多技术创新，从而推动今年人工智能应用的拐点。该行偏好排名依次为阿里巴巴(09988)、腾讯控股(00700)及百度集团(09888)。
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