DeepSeek-V3 发布，性能比肩头部模型 20250106 摘要 Q&A 请介绍一下 DC v3 模型的基本信息和性能表现。 DC v3 是一款混合专家架构的大规模语言模型，参数量达到 671B。该模型在性能 上展现出卓越实力，能够媲美一些国外头部大模型。在高级数学推理能力测试如 MAX500 和 AME2024 中，DC v3 甚至超过了 GPT-4 和 Kao3.53 等模型。此外，在代 码能力测试集如 CodeBoss 上，DC v3 也表现出色，证明其在处理复杂推理及编 程任务方面具有强大能力。 DC v3 在训练成本方面有何优势？ DC v3 的训练成本相对较低。在预训练阶段，该模型在 2048 块 H800 GPU 集群上 仅需不到两个月时间完成训练。假设每块 H800 显卡每 GPU 小时租赁价格为 2 美 元，总体训练成本约为 557.6 万美元，相比其他大规模语言模型具有明显的成本 • DC v3 是一款参数量达 671B 的混合专家架构大规模语言模型，在 MAX500 和 AME2024 等高级数学推理测试中超越 GPT-4 和 Claude 3.5 等模型，并 在 CodeBoss ...

《科创板日报》1月1日讯（记者 李明明） 临近2024年年末，大模型领域掀起新一轮融资热潮。12月23 日，阶跃星辰宣布完成数亿美元B轮融资；12月17日，智谱获得新一轮30亿元融资。 其中吸金能力最强劲的，无疑是几家头部大模型项目。但随着项目估值持续走高，而商业化能力尚无里 程碑节点出现，明年大模型及AI领域的发展引发行业内外关注。 他表示，大模型企业耗资大，落地场景和赚钱能力未被证明，AI能力有提升空间，导致后续融资有较 大不确定性。"目前多为国资投资，但国资资金也有限。" 水木创投合伙人张静亦告诉记者，2025年以后很难再有同类基础模型企业进入这个赛道，新入局者很难 拿到融资。未来的发展主要是基础模型和行业结合，寻找商业化落地的途径。 除了在融资能力上的表现分野，在业务上，经过2024一年的洗牌和分化，大模型"六小虎"也走到分水 岭，有的企业坚守基础模型研发，有的则转向垂直应用领域。与此同时，厚积薄发的大厂如字节等，开 始强势崛起，裹挟流量、算法等优势，从To B和to C两个领域碾压创企。 2024年被公认为是AI应用元年。尽管，Agent等概念引发了二级市场的巨大想象，但爆款级AI超级应用 是否会出 ...

Key Takeaways Industry and Company * **Securities Industry**: The discussion primarily revolves around the securities industry, focusing on the performance of retail and proprietary businesses of securities firms. The industry is expected to see a growth inflection point in Q3 and further consolidation in Q4. * **Banking Sector**: The banking sector is highlighted as a key area of focus, particularly in relation to high-dividend yield assets and long-term break-even companies. The sector is seen as stable and potentially benefiting from favorable market conditions. * **Technology Sector**: The technology sector, particularly AI and large language models, is discussed as a significant area of interest. The launch of new models and advancements in the field are expected to drive growth and investment opportunities. Core Views and Arguments * **Growth Inflection Point**: The securities industry is expected to experience a growth inflection point in Q3, with further consolidation in Q4. This is driven by improved market conditions and increased investor interest in high-performing assets. * **High-Dividend Yield Assets**: High-dividend yield assets, particularly in the banking sector, are seen as attractive investment opportunities due to their stability and potential for income generation. * **AI and Large Language Models**: The development of new AI models and large language models is expected to drive growth in the technology sector and create investment opportunities. * **Market Diversification**: The market is expected to remain diversified, with different sectors performing differently. Investors are advised to focus on sectors with strong fundamentals and potential for growth. Other Important Content * **Policy Impact**: The impact of government policies on various sectors, including the securities industry, banking sector, and technology sector, is discussed. The focus is on how policies can influence market conditions and investment opportunities. * **Market Dynamics**: The discussion covers various market dynamics, including market trends, sector performance, and investor sentiment. The focus is on understanding the underlying factors driving market movements. * **Investment Opportunities**: The discussion identifies potential investment opportunities in various sectors, including the securities industry, banking sector, and technology sector. The focus is on identifying assets with strong fundamentals and potential for growth. References * [doc id='1'] * [doc id='2'] * [doc id='3'] * [doc id='4'] * [doc id='5'] * [doc id='6'] * [doc id='7'] * [doc id='8'] * [doc id='9'] * [doc id='10'] * [doc id='11'] * [doc id='12'] * [doc id='13'] * [doc id='14'] * [doc id='15'] * [doc id='16'] * [doc id='17'] * [doc id='18'] * [doc id='19'] * [doc id='20'] * [doc id='21'] * [doc id='22'] * [doc id='23'] * [doc id='24'] * [doc id='25'] * [doc id='26'] * [doc id='27'] * [doc id='28'] * [doc id='29'] * [doc id='30'] * [doc id='31'] * [doc id='32'] * [doc id='33'] * [doc id='34'] * [doc id='35'] * [doc id='36'] * [doc id='37']

China Chemical New Materials 19 December 2024 ab 9 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： Founded in 2000, Tinci Materials (Tinci) is the largest electrolyte and LiPF6 producer globally by capacity. The company features a highly integrated electrolyte material value chain and good economies of scale, strengthening its cost competitiveness compared to its peers. Tinci is also a major electrolyte supplier to Contemporary Amperex Technology and is also planning to expand its production capacit ...

M Update December 2, 2024 09:36 AM GMT Want Want China Holdings Ltd | Asia Pacific Seeking the Silver Lining Domestically and Overseas | --- | --- | --- | |----------------------------------------------------------|---------|---------| | What's Changed \nWant Want China Holdings Ltd (0151.HK) | From | To | | Price Target | HK$5.00 | HK$4.80 | Recovery could be bumpy for domestic business, while for overseas business it is too early to be meaningful. Current valuation fairly reflects the company's outlook. S ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 22 Nov 2024 00:00:00 ET │ 42 pages Global Advertising Citi CMO Survey: Storm Clouds Gathering; Seek Refuge in Digital CITI'S TAKE Citi's 5th CMO Survey (175 CMOs surveyed across 5 countries) signals a more challenged outlook for global advertising and a more defensive skew in terms of key marketing priorities. Geographically, China is the only market where expectations of growth have actually moved up since our last survey while CMOs are most upbeat on the US on a 2-3 year view. ...