万国数据-SW(09698)午后涨4.65%,现报25.90港元,成交额4297.31万港元。
消息面上,摩根士丹利近期发布报告称,中国AI公司DeepSeek推出的R1是一款开源模型,可能在性能上与Openai的GPT-1相匹配,但训练成本却大幅降低,仅为GPT训练成本的三十分之一,这引发对大型高端GPU需求的讨论,因为R1能提供一种更具成本效益的解决方案。报告提到,虽然中国数据中心营运商面临短期的不确定性,但长期前景看好,相信DeepSeek的技术采用可能会减少对AI模型训练的需求,这将对一线市场的数据中心需求更为有利,更为看好万国数据。
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