【招商证券国际：DeepSeek引发中国互联网科技公司价值重估 关注潜在价格战】金十数据3月6日讯，招商证券国际发表报告指，DeepSeek-R1自1月底发布后，中国龙头互联网公司的股价平均上涨14%，未来12个月市盈率从11.6倍上升到13倍。报告指，DeepSeek爆火之后，阿里云、腾讯云、百度智能云、华为云等国内龙头云厂商相继宣布接入 DeepSeek，提供包括模型API、知识引擎等在内的多种服务，亚马逊AWS、微软Azure、谷歌云也接入了 DeepSeek。云厂商可以通过利润率更高的业务例如PaaS平台提供行业知识注入、模型微调等服务，帮助企业将DeepSeek能力嵌入业务流程，形成可持续的SaaS订阅收入，实现利润改善，但认为也应关注潜在的价格战。
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