金吾财讯 | 中国联通(00762)股价走高,截至发稿,涨5.11%,报9.46港元,成交额6.48亿港元。
消息面上,中原证券发布研报称,2025年春节期间,三大运营商接入DeepSeek,实现在多场景、多产品中应用,针对热门的DeepSeek-R1模型提供专属算力方案和配套环境,助力国产大模型性能释放。三大运营商接入DeepSeek,有助于提升其云服务能力,降低云业务成本,促进云业务生态建设。运营商全面参与算力网络建设,处于从数据资源化向资产化迈进的关键期,探索数据要素价值释放路径,具备科技成长属性,价值有望持续重估。
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