智通财经APP获悉，瑞声科技(02018)涨超4%，截至发稿，涨4.64%，报44港元，成交额2.41亿港元。
里昂发布研报指出，中国内地人工智能公司深度求索(DeepSeek)公布大模型，其AI模型训练是基于业界开源AI算法，并展现良好的效能和相对较低的训练成本。但该行认为美国超大规模企业的人工智能资本支出，可能不会因为DeepSeek的影响而下降，因DeepSeek的人工智能模型训练总成本可能被低估，较低的运算成本也可能增加人工智能应用和推理需求，这将进一步增加运算能力需求，料行业资本支出应该持续。
该行续指，DeepSeek表现出了良好的性能，并且训练和推理成本相对较低，这将有助于AI应用的普及及加速AI货币化进程，最终有利于边缘AI设备的发展。2025年将成为人工智能货币化的起点，而人工智能应用相关领域应是2025年的主要论点。关注的主要受益者包括瑞声科技等。
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