国金证券近日发布通信行业周报:国产大模型引领AI普惠浪潮,算力需求激发产业动能, 1)DeepSeek首次披露V3/R1推理系统的理论成本和利润率,理论日收入达562027美元,成本利润率为545%;Monica推出通用型AI Agent产品Manus,能够理解复杂指令、自主学习、跨领域协同,性能超越Open AI的同层次大模型;阿里巴巴发布开源推理模型通义千问QwQ-32B,参数仅320亿但...
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