格隆汇2月5日｜万国数据(GDS.US)盘前跌4.1%，报25美元。该股此前两个交易日累涨20%。摩根士丹利近期发布报告称，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。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。(格隆汇)

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