异动解读 | 新AI模型刺激数据中心需求预期,万国数据盘中大涨6.58%

异动解读
04 Feb

万国数据(GDS)股价今日盘中大涨6.58%,市场关注度陡增。此次涨幅或与最新发布的低成本高性能人工智能模型引发了对其数据中心业务前景的看好预期有关。

消息显示,DeepSeek公司推出了R1语言模型,性能可媲美OpenAI的顶级模型GPT,但训练成本仅为后者的1/30。低成本高性能AI模型的问世,引发了业内对人工智能技术应用以及GPU计算需求的热议。

分析人士认为,尽管低成本模型训练可能减少服务器需求,但未来模型的推理和部署将会带来新的数据中心需求增长。随着人工智能技术在各领域的渗透,行业迎来新一轮发展机遇。作为领先的数据中心运营商,万国数据将成为直接受益方。

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