导读国内大厂加码AI布局,阿里未来三年AI基建投资有望超过此前十年总和,腾讯积极拥抱外部开源模型,旗下多应用已接入DeepSeek。未来一周DeepSeek将陆续开源5个代码库,建议继续关注AI相关投资机会。投资要点本周传媒(申万)指数下跌1.8%,位居31个行业第30名,弱于上证指数(上涨0.97%)、深证成指(上涨2.25%)、上证中小(上涨0.42 %)、沪深300(上涨1%)、创业板指(...
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