里昂发表研报指,受惠于DeepSeek发展热潮及其开源算法,商汤-W(00020.HK) 的生成式AI业务或因为AI模型的迭代而获得重新评级。同时商汤早前宣布企业客户及开发者可于商汤大装置“万象平台”中使用DeepSeek-V3及DeepSeek-R1模型,里昂预期随着相关模型的广泛应用,商汤的逾5.4万颗GPU储备将进一步受惠于算力租赁需求的快速增长。DeepSeek的推出有助AI行业进一步降低...
Source Link里昂发表研报指,受惠于DeepSeek发展热潮及其开源算法,商汤-W(00020.HK) 的生成式AI业务或因为AI模型的迭代而获得重新评级。同时商汤早前宣布企业客户及开发者可于商汤大装置“万象平台”中使用DeepSeek-V3及DeepSeek-R1模型,里昂预期随着相关模型的广泛应用,商汤的逾5.4万颗GPU储备将进一步受惠于算力租赁需求的快速增长。DeepSeek的推出有助AI行业进一步降低...
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