《大行》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

阿斯达克财经
Mar 06, 2025

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。该行认为,DeepSeek的发布标志着AI技术在推理效率和成本控制方面取得了重大突破,打破了AI领域长期对算力堆叠的路径依赖,缩短了中美之间的AI技术差距,提升了市场对于中国优质科技公司的关注度。此外,开源模型也有望促进全球开源生态的繁荣,削弱了闭源模型...

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