传媒行业快报：DeepSeek赋能科技平权，多场景AI应用端加速落地

Investment Rating - The industry investment rating is "Leading the Market" which indicates an expected outperformance of over 10% relative to the benchmark index in the next 6-12 months [2][8]. Core Insights - DeepSeek has rapidly gained traction, becoming the top app on the Apple App Store in 140 countries and achieving 16 million downloads within 18 days of its launch, surpassing ChatGPT's growth by 100% during the same period [5]. - The application has demonstrated a significant reduction in operational costs, with DeepSeek-R1's performance aligning with OpenAI's models while costing 90% less than GPT-4o-mini, thus enabling broader access to AI technology [5]. - Major tech companies, including NVIDIA, Amazon, and Microsoft, have integrated DeepSeek-R1 into their platforms, indicating a strong market acceptance and potential for ecosystem transformation [5]. - The report suggests that the integration of DeepSeek by leading companies could lead to a revaluation of the software and hardware ecosystem, accelerating the deployment of "AI+" applications [5]. Summary by Sections Industry Performance - The industry has shown a relative return of 10.49% over 1 month, 12.24% over 3 months, and 13.11% over 12 months, with absolute returns of 11.02%, 8.44%, and 32.47% respectively [4]. Related Reports - The report highlights various related analyses focusing on the AI landscape, including the increasing issuance of game licenses and the influx of overseas users into domestic platforms, which are critical for understanding the broader market dynamics [5]. Investment Recommendations - The report recommends monitoring companies such as Tencent, NetEase, Kuaishou, and others, as they are expected to benefit from the advancements and integrations associated with DeepSeek [5].