财说| DeepSeek披露成本利润率高达545%,为何龙头美格智能却收获一个跌停?

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05 Mar

DeepSeek在3月1日全面揭晓了V3/R1推理系统背后的关键数据,包括理论成本和利润率等关键信息。据文章介绍,日均GPU成本‌若基于H800 GPU租赁成本(2美元/小时)计算,总成本为87,072美元/天‌。在理论收入与利润率‌方面,若所有tokens按DeepSeek R1定价计算,日均理论收入达562,027美元,成本利润率高达545%‌,对应毛利率84.5%,甚至高于英伟达。从上述结论...

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