【AI应用端局部异动久其软件直线涨停】早盘AI应用端局部异动，ERP方向领涨，久其软件直线拉升涨停，此前云鼎科技2连板，赛意信息、博思软件、卓易信息、安恒信息等跟涨。消息面上，中信建投研报称，DeepSeek公开利润成本率，理论成本率高达545%，模型厂商盈利模式实现闭环。从行业需求来看，模型环节成本向下、能力向上均具有较大空间，有望推动下游应用AI需求加速释放。

金融界2025-03-04

早盘AI应用端局部异动，ERP方向领涨，久其软件直线拉升涨停，此前云鼎科技2连板，赛意信息、博思软件、卓易信息、安恒信息等跟涨。消息面上，中信建投研报称，DeepSeek公开利润成本率，理论成本率高达545%，模型厂商盈利模式实现闭环。从行业需求来看，模型环节成本向下、能力向上均具有较大空间，有望推动下游应用AI需求加速释放。

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