智通财经APP获悉，中金发布研报称，随着中国人工智能平台“DeepSeek-R1”模型正式发布，在开源背景下，更多企业兼容接入DeepSeek系列模型将带动人工智能算力需求快速发展。建议关注不同类型受益企业，如中国电信(00728)、中国移动(00941)、金山云(KC.US)等，同时维持已覆盖公司的评级及盈利预测不变。
中金提及，云计算市场不同参与者在人工智能浪潮中具有不同的机遇。运营商云方面，开源模型丰富模型选择，国产智算利用率有望提升，故建议关注中国电信(00728)及中国移动(00941);国产算力方面，华为升腾适配积极，产业链相关公司包括中软国际(00354)、神州数码(000034.SZ)及软通动力(301236.SZ);第三方云方面，金山云(KC.US)拥有优质生态及丰富软硬件应用场景，第三方云厂商亦包括优刻得-W(688158.SH)。
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