金吾财讯 | SAAS概念股悉数走强，截至发稿，药师帮(09885)涨6.74%，汇量科技(01860)涨5.41%，乐享集团(06988)涨4.83%，迈富时(02556)涨3.82%，医渡科技(02158)涨3.61%，狮腾控股(02562)涨2.80%，有赞(08083)涨2.42%，中国软件国际(00354)涨2.12%。消息面上，9月29日，DeepSeek-V3.2-Exp模型正式在Hugging Face平台发布并开源。模型引入稀疏 Attention 架构，这种架构能够降低计算资源消耗并提升模型推理效率。DeepSeek大幅下调官方 API 价格，降价幅度超过 50%，新价格已即刻生效。中银国际认为，AI应用商业化拐点临近。在算力层，推理效率与性价比大幅提升，国产芯片加速替代；在模型层，通用大模型的能力已逐步达到商用标准；在数据层，行业专属数据的积累与合成数据技术成熟之下，企业加速实现数据闭环训练与模型微调。三者共同推动AI能力从“单点突破”走向“体系协同”，为AI应用大规模商业化落地创造条件。
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