半导体行业专题报告：DEEPSEEK推动AI产业变革上游算力、下游终端迎发展机遇

东莞证券2025-02-25

投资要点：DeepSeek推动AI产业变革，上线以来持续火爆。DeepSeek（深度求索）公司自2003年成立以来专注于AI大模型的开发，并已完成多款大模型的迭代，规模、性能与复杂度持续提升。2025年1月，公司发布最新大模型DeepSeek-R1并同步开源权重，实际性能对标GPT 4o等海外领先大模型，在数学、代码和自然语言推理等任务中表现优异，并在多项第三方基准测试中表现出色。作为我国在开源...

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半导体行业专题报告：DEEPSEEK推动AI产业变革 上游算力、下游终端迎发展机遇

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半导体行业专题报告：DEEPSEEK推动AI产业变革上游算力、下游终端迎发展机遇