中金：“DeepSeek-R1”开源预计带动算力需求快速发展关注中国电信(00728)等

智通财经2025-02-17

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，...

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中金：“DeepSeek-R1”开源预计带动算力需求快速发展 关注中国电信(00728)等

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中金：“DeepSeek-R1”开源预计带动算力需求快速发展关注中国电信(00728)等