计算机行业：DeepSeek提振国产大模型信心，有望促进AI行业发展——人工智能动态跟踪

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, indicating an expectation of performance exceeding the market benchmark by more than 5% [6]. Core Insights - The launch of DeepSeek-V3 and R1 has boosted confidence in domestic large models and is expected to accelerate the commercialization of AI products [4]. - DeepSeek-V3, with 671 billion parameters, has shown superior performance compared to other open-source models and is competitive with top closed-source models like GPT-4o [2]. - The introduction of DeepSeek-R1, utilizing reinforcement learning, significantly enhances inference capabilities with minimal labeled data, achieving performance comparable to OpenAI's o1 version [2]. - The efficiency of DeepSeek-V3 has improved, with generation speed increasing from 20 TPS to 60 TPS, marking a threefold enhancement [2]. - The cost of using DeepSeek models has been significantly reduced, with API pricing adjustments making it more accessible for users [2]. Summary by Sections Model Performance and Innovation - DeepSeek-V3 outperforms Qwen2.5-72B and Llama-3.1-405B in multiple evaluations, matching the performance of leading models like GPT-4o and Claude-3.5-Sonnet [2]. - The use of reinforcement learning in DeepSeek-R1 has greatly improved its reasoning capabilities across various tasks, including mathematics and natural language processing [2]. Market Impact and User Engagement - DeepSeek applications have rapidly gained traction, surpassing ChatGPT in daily active users (DAU) within five days and reaching double ChatGPT's DAU by the fifteenth day, totaling 2.59 million users [3]. - The cost reduction associated with DeepSeek models is expected to enhance user acquisition and accelerate the commercialization process across the AI industry [3]. Investment Opportunities - Companies likely to benefit from the developments in large models include infrastructure suppliers like Zhongke Shuguang and Inspur Information, as well as firms actively exploring AI applications such as iFLYTEK and Kunlun Wanwei [4]. - The report highlights strong recommendations for companies like Zhongke Shuguang, Kingsoft Office, and Foxit Software, which are positioned to capitalize on the advancements in AI technology [12].