万国数据(GDS)今日盘中股价大涨5.2%,引起市场广泛关注。
消息面上,国际投行摩根士丹利最新报告称,中国人工智能公司DeepSeek推出的人工智能开源模型R1,在性能上可能与OpenAI的GPT-1相媲美,但训练成本仅为后者的三十分之一。这一低成本高性能优势可能会推动对高端GPU的需求增长,从而使一线数据中心服务商像万国数据等潜在受益。
万国数据作为一家领先的数据中心服务商,业务聚焦中国、东南亚等发展中市场,正当前人工智能等新兴科技飞速发展。分析师预计,DeepSeek等公司在人工智能模型上的成本优势,有望刺激数据中心行业的需求增长,从而为万国数据的长期发展前景带来利好。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.