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国金证券-通信行业深度研究：DeepSeek算力效率提升≠算力通缩，国产算力需求方兴未艾-250321
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- 《国金证券-通信行业深度研究：DeepSeek算力效率提升≠算力通缩，国…》主要讨论：DeepSeek算力效率提升≠算力通缩，国产算力需求方兴未艾 投资逻辑： DeepSeek 在知乎发布文章《DeepSeek-V3/R1推理系统概览》，披露其AI 大模型的理论成本利润率高达545%…
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- 来源机构：国金证券，篇幅约 22 页。
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