通信行业点评报告：Deepseek发布AI模型，成本大幅降低，有望助力AI应用推广

Investment Rating - The industry investment rating is "Increase" [8] Core Insights - The launch of the DeepSeek-R1 model significantly reduces the cost of large models, which is expected to promote the adoption of AI applications [3][6] - DeepSeek's models have shown rapid user growth, with over 20 million daily active users by February 4, 2025, making it the fastest-growing AI application globally [4] - The training cost for DeepSeek models is substantially lower than competitors, with DeepSeek-V3's training costing approximately $5.576 million, compared to over $100 million for models like GPT-4o [3] Summary by Sections Event - DeepSeek officially released the DeepSeek-R1 model on January 20, 2025, which utilizes reinforcement learning to enhance inference capabilities with minimal labeled data [2] User Growth - DeepSeek's applications achieved 16 million downloads within 18 days, and the daily active user count surpassed 20 million by early February 2025 [4] Pricing Advantage - The pricing for DeepSeek-R1 is significantly lower than OpenAI's offerings, with input and output costs at 1 yuan and 6 yuan per million tokens, respectively [5] Investment Recommendations - The report suggests focusing on companies such as ZTE Corporation, Xiaomi Group, Megvii Technology, Guanghetong, and Quectel as potential investment opportunities [6]