英伟达(NVDA)盘前跌超11% DeepSeek发布可以媲美OpenAI O1的R1模型成本优势撼动行业格局-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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英伟达(NVDA)盘前跌超11% DeepSeek发布可以媲美OpenAI O1的R1模型成本优势撼动行业格局

金吾财讯01-27

金吾财讯 | 英伟达(NVDA)盘前跌超11%，截至发稿，报620.53美元。消息面上，1月20日DeepSeek发布了可以媲美OpenAI O1的R1模型。中国AI公司DeepSeek凭借其开源模型DeepSeek-V3，成功登顶美国苹果应用商店免费榜。这款被开发者称为"开源模型标杆"的AI助手，自1月10日上线后迅速风靡美国市场，仅耗资600万美元训练成本(采用NVIDIAH800芯片)，其技术突破引发硅谷对华技术封锁有效性的深度反思。

Bernstein分析显示，DeepSeek的定价策略极具颠覆性：其模型处理成本仅为OpenAI的1/20至1/40，典型服务收费差距达27倍(0.55vs0.55vs15/百万tokens)。配合完全开源的技术策略，该公司正以"技术普惠"理念重构行业生态。

成立仅两年的DeepSeek已实现技术反超，其开源模式打破技术壁垒，成本控制能力更令业界侧目。这不仅标志着中国AI企业首次在核心技术层面与西方巨头分庭抗礼，更预示着全球AI竞争正从技术军备竞赛转向商业化落地能力的终极比拼。而R1的成功可能削弱了市场对英伟达AI芯片需求的预期。

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