软件与服务：AI产业速递：马斯克发布GROK-3 大模型竞赛持续加速

长江证券2025-02-24

事件描述2 月18 日，马斯克宣布推出Grok 3，在多个领域测试得分上都超过或媲美Gemini、DeepSeek和ChatGPT 等对手。事件评论基准测试表现优异，推理性能领先o3-mini。Grok 3 在数学推理、科学逻辑推理和代码写作等能力表现出色，在多项 benchmark 测试中均取得了较Gemini-2 pro、DeepSeekv3、Claude 3.5 Sonnet 和GPT-4o...

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推理模型，马斯克推出了DeepSearch 智能搜索引擎。DeepSearch 可以表达其理解查询的过程以及计划响应的方式，然后寻找网页新闻、X 平台帖子等进行分析汇总，然后给出回答，并包括研究、头脑风暴和数据分析等选项。目前，DeepSeek、OpenAI ChatGPT 等产品均已布局AI 搜索引擎。传统的搜索引擎主要通过关键词匹配，而AI 搜索引擎通过大语音模型理解用户的意图与背景，从而提供更为准确和相关的结果，或将大幅提升用户使用体验，成为大模型落地的重要场景之一。技术升级、模型开源，大模型竞争或将加速。Grok 3 使用了10 万个英伟达H100 GPU（后扩展到20 万），累计训练时长达到2 亿GPU 小时，同时通过改进训练流程，引入合成数据集、自我纠错以及强化学习等技术，进一步提升了模型的性能。此外，xAI 计划Grok3 成熟稳定后，开源Grok 2。我们认为由DeepSeek 开源引发的AI 平权正持续刺激xAI、OpenAI 等海外大模型厂商加速模型研发，并改变其此前在开源问题上的策略，从而推动大模型产业加速迭代发展。Grok-3 发布，AI 产业持续变革。在OpenAI 宣布推出GPT-5 模型后，马斯克也推出了Grok-3。随着DeepSeek 在大幅降低AI 大模型使用成本的同时，进一步提升了应用质量，极大冲击头部模型厂商壁垒，推动海外头部模型厂商加速技术迭代及优化，进而驱动AI 产业持续迭代升级。建议关注：1）中国推理算力产业链，重点推荐国内AI 芯片领军寒武纪；2）云服务厂商，重点关注与DeepSeek 合作的相关云厂商，3）IDC，重点关注于腾讯、阿里、字节等大厂合作的IDC。风险提示1、AI 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