招财日报2025.1.28|半导体行业/中国人寿、中际旭创点评

招银国际
28 Jan

行业点评半导体主题投资与AI大趋势:DeepSeek点评DeepSeek 在过去的周末迅速跃居国内及海外 iOS 应用商店 AI 相关App下载榜首,其核心竞争力在于超高效的开源模型(总算力规模约10,000 颗英伟达A100芯片)和极具成本效益的AI计算基础设施。这一里程碑事件立即引发了市场对大模型vs.小模型、开源vs.闭源、低成本vs.高端计算基础设施的激烈讨论,同时也在全球市场引起了震动。...

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