计算机行业：DEEPSEEK开源技术提高硬件利用率

国泰君安证券股...2025-03-03

本报告导读：DeepSeek 连续开源代码，通过软件优化极致利用GPU 性能，降低AI 应用门槛，将加速 AI落地，云服务商、AI应用开发商及国产大模型厂商有望率先受益。投资要点：投资建议：D eepSeek 连续开源的 FlashMLA 和 DeepEP 技术显著提升了现有GPU 利用效率，降低了AI 应用开发和部署成本。技术开源将使提供GPU 云服务的厂商将直接受益，其服务器利用率和单位算力...

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