浦银国际发表报告指,针对DeepSeek大模型的发展近况,认为AI算力芯片行业需求有望在综合成本快速下行中大幅扩张;端侧应用有望受益于技术叠代带来的成本下降,从而快速扩张;当前中美关系可能催生中美AI企业分别在其优势区域成长为行业龙头。第一,该行认为市场对于AI算力需求过高的担忧是过度担忧,尤其是短期AI算力需求。在2025年科技展望报告中,该行有一个基本判断,即目前AI大模型行业仍然处于发展的...
Source Link浦银国际发表报告指,针对DeepSeek大模型的发展近况,认为AI算力芯片行业需求有望在综合成本快速下行中大幅扩张;端侧应用有望受益于技术叠代带来的成本下降,从而快速扩张;当前中美关系可能催生中美AI企业分别在其优势区域成长为行业龙头。第一,该行认为市场对于AI算力需求过高的担忧是过度担忧,尤其是短期AI算力需求。在2025年科技展望报告中,该行有一个基本判断,即目前AI大模型行业仍然处于发展的...
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