苹果(AAPL.US) App Store中国区免费榜显示,由国产大模型公司杭州深度求索开发的DeepSeek应用程序今日(27日)排名第一,同时公司在美区苹果App Store免费榜从昨日(26日)的第六位飙升至第一位,超越ChatGPT及Meta(META.US) 旗下的社交媒体平台Threads,以及Google Gemini、Microsoft(MSFT.US) Copilot等美国科技公司的生成式AI产品。据悉,是次亦是唯一一次中国应用能同期在中国和美区苹果App Store占据第一位。此前小红书和Temu也曾成为美区App Store下载冠军,但未能实现在中国也同步站上首位。
国产AI概念股今早普遍上升,万国数据-SW(09698.HK) 现报23元,升10.05%,成交4,035.61万元。创新奇智(02121.HK) 现报6.2元,升8.8%,成交4,146.15万元。微盟(02013.HK) 亦升8.1%报2.39元,成3.23亿元。
商汤-W(00020.HK) 今早曾升7.9%,高见1.64元创逾一个月高后升幅收窄。现报1.58元,升3.95%,成交9.85亿元。华泰证券首次覆盖商汤,予评级“买入”目标价2.1元。
此外,百度-SW(09888.HK) 及金山云(03896.HK) 亦升逾4%。晶泰控股-P(02228.HK) 升1.6%。阿里-W(09988.HK) 及腾讯(00700.HK) 各升3.2%及1.1%。惟中芯国际(00981.HK) 跌2.9%报40.1元。
DeepSeek于去年底发布一个免费开源的大语言模型DeepSeek-R1,在多个数学和推理基准测试中超越行业领先的Meta Llama 3.1、OpenAI GPT-4o以及Anthropic Claude Sonnet 3.5。DeepSeek上周发布推理模型R1,同样在诸多第三方测试中超越OpenAI最新的o1。(jl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-24 16:25。) (美股为即时串流报价; OTC市场股票除外,资料延迟最少15分钟。)
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