金吾财讯 | DeepSeek先后发布了DeepSeek-V3和DeepSeek-R1两款大模型,其成本低廉且性能与国外顶尖大模型相当。消息带动芯片股大幅走低,隔晚英伟达大跌16.97%,AMD亦挫6.37%。今日早间,港股芯片股跟随走低,上海复旦(01385)跌近6%,中芯国际(00981)跌超2%、华虹半导体(01347)跌2%。不过,DeepSeek与外国大模型巨头闭源的路径不同,采用开源...
Source Link金吾资讯01-28
金吾财讯 | DeepSeek先后发布了DeepSeek-V3和DeepSeek-R1两款大模型,其成本低廉且性能与国外顶尖大模型相当。消息带动芯片股大幅走低,隔晚英伟达大跌16.97%,AMD亦挫6.37%。今日早间,港股芯片股跟随走低,上海复旦(01385)跌近6%,中芯国际(00981)跌超2%、华虹半导体(01347)跌2%。不过,DeepSeek与外国大模型巨头闭源的路径不同,采用开源...
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