一文读懂:对于AI基建产业链各环节,DeepSeek利好哪些、又利空哪些?

华尔街见闻
01 Feb

DeepSeek震动硅谷,其高性价比的训练技术引发了市场的广泛关注。 在最新发布的研报中,花旗分析师Atif Malik、Asiya Merchant等详细分析了DeepSeek对AI基建产业链各环节的潜在影响,揭示了哪些环节将受益,哪些环节可能面临挑战。 花旗表示,DeepSeek的R1模型有望推动AI模型的广泛采用,尤其是在消费者和企业市场中,随着计算成本的降低,AI的潜在投资回报率(ROI)...

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