金吾财讯 | 里昂发研报指，DeepSeek对消费电子供应链产生正面影响，促使硬体规格加速升级，并加速AI装置置换。同时认为图像处理器(GPU)短期需求稳健，而长期而言，预期特殊应用芯片的渗透率将会提升。该行相信，DeepSeek将有助加速普及成本较低且性能良好的人工智能应用。在该行覆盖股票中，认为DeepSeek主要受惠者包括比亚迪电子(00285)、瑞声科技(02018)、联想集团(00992)、小米集团-W(01810)、商汤-W(00020)、高伟电子(01415)。
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