华泰证券:微信+DeepSeek,开启中国AI应用创新时代

华泰证券
18 Feb

核心观点模型平权:AI应用放量前提DeepSeek以开源/可商用/低成本模型为切口,快速拉近中美AI差距,解决了中国AI应用对于“高性价比”模型的迫切需求。DeepSeek-V3、R1等模型发布以来,获得海内外应用厂商的高度认可,国内软件厂商陆续官宣AI应用/平台接入DeepSeek模型。我们认为,模型平权加速AI应用能力升级,让应用放量具备基本前提。同时DeepSeek-V3单次训练的低成本,...

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