每经AI快讯,中国银河证券指出,国内人工智能行业追赶趋势迅猛,国产开源模型有望突破算力和芯片限制,加速实现技术追赶,其中,头部的互联网公司有望实现后发先至,在AI层面实现价值重估。在互联网大厂的带动作用下,或将有更多企业和开发者围绕 DeepSeek 构建应用和服务,促使AI应用产业链向头部核心模型集聚,提升整个产业的协同效应和创新能力。建议关注:1)AI赋能下具有价值重塑空间、积极拥抱AI的头部...
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