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國泰君安:DeepSeek NSA架構引領AI效率革新
國泰君安證券研究指出,DeepSeek發佈NSA(Native Sparse Attention)相關論文,突破長文本處理瓶頸,低成本模型訓練可行性推動AI大模型轉向算法效率競爭。通過降低AI應用開發門檻,有望激發新一輪創新浪潮,最終加速AI在各行業的滲透,帶動整個產業鏈升級,從基礎設施到應用層都將會迎來新的發展機遇。
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