今天上午A股市场整体表现较好，上午10点半之后主要指数出现一波拉升， 创业板指数 盘中涨幅扩大至2%以上，TMT赛道集体走强。概念板块方面，DeepSeek概念继续遭到爆炒，成为上午市场最大亮点之一。

DeepSeek（深度求索）的人工智能（AI）模型爆红，据财联社，DeepSeek上线20天，每日活跃用户数量（DAU）已达2000万，成为全球DAU增速最快公司。 另报道亦指，DeepSeek在香港成立两间公司，分别为Deepseek Limited、DEEPSEEK （HK） LIMITED，企业类型均为私人股份有限公司。

中信建投研报称，Deepseek推动国内AI+信心重估，AI+仍是核心主线。Deepseek的突破进展是对AI+产业逻辑重大利好，颠覆了业内认为中国在AI竞赛中落后美国竞争对手许多年的固有认知，使得市场对中国科技竞争的信心进一步显著提升，或推动春节后国内AI+产业在全球范围内走出独立行情，国内AI数据、算力、算法、应用等各个环节均将有所表现。

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智通财经APP获悉，信达证券发布研报称，在通向AGI的道路上，算法创新和算力资源都不可或缺。早在2024年，市场就明确了推理市场要想实现繁荣必须降低推理成本的结论。如今，豆包、DeepSeek研究团队的相关工作成功地大幅度降低了推理成本，推进了AI的 ...

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