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華西證券:DeepSeek有望開啓AI產業的“安卓時刻”

華西證券研報表示,DeepSeek的開源是真正通往AI下遊應用生態繁榮之路:部署大模型成本大幅降低,下遊行業已經全面鋪開,如金融、政府、醫療等領域行業私有化部署如火如荼;大廠開啓開源部署之路,騰訊、阿里、百度、華爲等均已以不同形式和產品接入DeepSeek;2月24日起DeepSeek連續開源5個代碼庫,開源生態有望再次加速。DeepSeek引發的AI大模型的開源類比移動互聯網的安卓,將帶動AI使用量從千萬級別跨越到10億級別,各類AI應用和AI終端將迎來全面爆發。

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