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大行評級|傑富瑞:預期DeepSeek可帶動軟件相關股更長升勢 首選金蝶國際
格隆匯 02-17 16:57

傑富瑞發表研究報告指,自DeepSeek在1月20日推出R1模型以來,該行所覆蓋的中國軟件公司在14個交易日內股價上漲了約38%,對比情況與2022年12月OpenAI推出GPT3.5大模型後,相關股份在三個月累計上升約21%相似。傑富瑞指出,相較於OpenAI的ChatGPT,DeepSeek是一款開源模型,易於部署且成本低廉,企業可以在自己的私有雲或本地部署DeepSeek,避免了數據安全風險,同時軟件企業可利用DeepSeek R1模型開發垂直行業模型,或將其集成到現有產品中。

考慮到目前市場的整體估值相對較低,加上市場條件較爲有利,增強了投資者信心,該行相信今輪由DeepSeek驅動的升勢可能會持續更長時間,首選金蝶國際,其次爲中控技術、寶信軟件、亞信科技及恆生電子,認爲DeepSeek的成功可爲中國軟件市場的進一步增長帶來新機遇。

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