智通财经APP获悉，算力概念股早盘回暖，截至发稿，长飞光纤光缆(06869)涨7.28%，报16.2港元；鸿腾精密(06088)涨5.7%，报3.71港元；金山云(03896)涨4.27%，报8.55港元；万国数据-SW(09698)涨2.42%，报25.35港元。
中信证券发表研报称，DeepSeek V3以及R1大模型以其低成本+高性能+开源等特点引发全球关注。该行认为DeepSeek是生态级的突破，有望带动国内AI全产业的快速发展，同时其开源与低成本的特性亦有望赋能AI应用厂商，加速推动端侧AI落地。此外，DeepSeek有望驱使全球AI算力军备竞赛进一步升级，带动北美CSP厂商资本开支持续增长。
国泰君安指出，尽管DeepSeek在算法上实现一定程度的算力节约，但随着AI步入推理时代，DeepSeek会推动推理芯片集群和AI应用的繁荣。该行指出，长期来看，AI基础设施投资会向推理计算倾斜，推理需求占比的增长将有利于ASIC芯片的市场份额提升。
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