智通财经APP获悉，AI应用方向多数走高，截至发稿，迈富时(02556)涨9.52%，报82.25港元；智云健康(09955)涨11.18%，报1.79港元；阅文集团(00772)涨5.19%，报28.35港元；微盟集团(02013)涨4.66%，报2.02港元；金山云(03896)涨4.76%，报8.59港元。
消息面上，据有关统计，DeepSeek移动端app于1月26日首次登顶苹果App Store，至今仍保持全球领先。年初发布以来，DeepSeek迅速攀升至140个国家的苹果App Store下载排行榜首位，并在美国的Android Play Store中同样位居榜首。DeepSeek在发布的前18天内实现了1600万次下载，相较OpenAI旗下ChatGPT同期增长了100%。
此外，海外方面，英伟达、亚马逊和微软这三家美国科技巨头于1月31日同一天宣布接入DeepSeek-R1。国内方面，2月1日，华为云宣布与硅基流动联合首发并上线基于华为云升腾云服务的DeepSeekR1/V3推理服务。华金证券表示，海内外头部公司先后接入DeepSeek，或实现软硬件生态估值重塑，“AI+”生态应用端再提速。
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