传媒互联网+计算机周报:阿里发布开源推理模型QWQ-32B 京东Q4业绩超预期

恒泰证券股份有...
Mar 10, 2025

核心观点:(1)阿里云发布最新推理模型QwQ-32B,性能媲美DeepSeek-R1,在消费级显卡上也能实现本地部署。我们认为,QwQ-32B 支持消费级显卡本地部署,显著降低中小企业AI 应用的硬件门槛,AI 应用渗透率有望快速提升,建议关注云服务、AI 应用生态及国产算力等方向的投资机会;同时阿里除持续投入AI 模型及应用外,阿里宣布未来三年投入超3800 亿元建设云和AI 硬件基础设施,有望...

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