德邦证券发表计算机行业研报称,ERP作为企业服务入口,客群广泛积累优质数据,或为DeepSeek私有部署先锋。近期DeepSeek相继开源系列模型,通过算法的系列创新提升算力利用率,以成本、低价、性能等特征快速出圈。根据AI产品榜,DeepSeek应用上线20天全球DAU突破2000万,成为全球增速最快的AI应用。认为,DeepSeek降低AI应用开发门槛推动AI平权,有望加速Agent落地,而...
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