智通财经APP获悉，算力概念股全线走低，截至发稿，长飞光纤光缆(06869)跌14.27%，报17.96港元；鸿腾精密(06088)跌9.51%，报3.71港元；中兴通讯(00763)跌6.26%，报27.7港元；汇聚科技(01729)跌2.44%，报4.4港元。
消息面上，由国产大模型公司杭州深度求索开发的Deepseek应用1月27日登顶苹果中国地区和美国地区应用商店免费APP下载排行榜，在美区下载榜上超越了ChatGPT。值得注意的是，DeepSeek-V3在预训练阶段仅用2048块GPU训练了2个月，且只花费557.6万美元，最终的成品在基准测试中已能比肩各家科技巨头的大模型表现。市场上新一轮“算力怀疑论”再度升起。
中信证券研报指出，DeepSeek模型相比GPT4模型更小的参数量也意味着更低的推理成本，推理成本的降低，将是AI应用普及的前奏。也有分析人士指出，算法创新将有望加速缩小国内模型和海外模型的差距，但这一现象暂时也没有办法证明未来对于训练环节的算力需求将下降，近期海外头部大模型厂商的资本开支计划进一步加大。
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