研報掘金|中金:預期更多企業兼容接入DeepSeek系列模型 帶動AI算力需求快速發展
中金髮表研報指,在開源背景下,該行預期將有更多企業兼容接入DeepSeek系列模型,帶動人工智能算力需求快速發展。中金提及,雲計算市場不同參與者在人工智能浪潮中具有不同的機遇。
運營商雲方面,開源模型豐富模型選擇,國產智算利用率有望提升,故建議關注中國電信及中國移動;國產算力方面,華爲升騰適配積極,產業鏈相關公司包括中軟國際、神州數碼(未覆蓋)及軟通動力(未覆蓋);第三方雲方面,金山雲擁有優質生態及豐富軟硬件應用場景,第三方雲廠商亦包括優刻得(未覆蓋)。
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