智通财经APP获悉，部分AI概念股走强，截至发稿，金山云(03896)涨26.55%，报7.53港元；第四范式(06682)涨12.08%，报56.15港元；汇量科技(01860)涨11.51%，报8.04港元；创新奇智(02121)涨8.61%，报6.31港元。
消息面上，DeepSeek-R1大模型在春节前引发全球关注，该模型以仅为OpenAI最新模型1/30的训练成本，实现了数学、编程等核心领域比肩GPT-o1的卓越性能。据悉，DeepSeek在140个市场的移动应用下载量排行榜上位居榜首。华泰证券认为，中美科技股估值在过去两年分化显著，AI发展水平或是关键。DeepSeek具有低成本、高性能优势，引发行业对资本开支、应用场景等讨论，或推动投资者重新评估中国科技企业的技术潜力，进而催化中美科技股价值重估。
中信证券指出，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。预计模型性价比持续提升下，国内AI应用依托丰富生态和成熟流量加速各领域落地。其中，Agent模式有望以更长的任务流程、更好的场景理解、更高的自主能力，成为所有互联网用户的数字助手，在企业管理、教育、办公、金融等领域展现应用价值。
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