华泰证券发表报告指，DeepSeek在算力成本节约和开源方面实现了里程碑式的突破，认为对美图公司(01357.HK) 类AI垂类应用是重要利好。实现算力成本重大突破，改变了以往对于高额投入、高端算力的依赖，显著降低资本开支门槛。
报告指，开源模式推动技术平权，DeepSeek推理能力比肩OpenAI o1，但完全开源的模式打破了美国对基座模型的技术垄断，利好广大中小厂商AI底层能力的提升；AI应用的竞争要素重要性正在由算法、算力向产品力转移，美图在产品、工作流、美学垂类领域积累优势或受到AI大模型进阶赋能，或持续带来更优质的产品。目标价由4.56元升至4.95元，评级“买入”。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-03 12:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.