每经AI快讯，中信建投（601066）指出，DeepSeek公开利润成本率，理论成本率高达545%，模型厂商盈利模式实现闭环。从行业需求来看，模型环节成本向下、能力向上均具有较大空间，有望推动下游应用AI需求加速释放，进一步打开市场向上空间。从应用场景来看，政务、金融以及医疗等行业能动性强、场景丰富，有望率先实现商业化落地。推荐：OA+ERP；垂直领域2C公司；可以新增创收的教育、医疗场景。模型...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.