中国AI迎来"千问周期" 中国科技行业的春节档如期而至。去年春节，国产大模型DeepSeek横空出世，以既好又省且开源的创新成果震动国际科技圈，并推动了AI在国内的认知破 圈，人称"DeepSeek时刻"。今年春节，中国AI迎来了"千问周期"。 春节前夕，阿里旗下"千问"AI家族打出一套组合拳： 模型层：发布图像大模型千问-Image-2.0，与谷歌Nano Banana Pro和GPT Image1.5并立第一梯队。开源新一代大模型千问3.5-Plus，性能媲美Gemini 3 Pro， 登顶全球最强开源模型。 应用层：千问App推出"春节30亿免单"活动，掀起9小时超1000万单的高潮，免单卡被抢空后又"免单加3天"，拉开了全球AI购物的序幕。 模型越大能力越强，但与此同时，部署门槛也越高、计算成本也越贵、推理延迟也越久，超大参数规模的模型未必适合所有企业。对于智能硬件、智能客服 等垂直领域而言，小尺寸模型反而更具可用性。千问开源模型的参数涵盖几亿到几十亿，各行各业的开发者可以根据自身实际情况按需取用，这是千问在全 球大受欢迎的根本原因。数据显示，千问的全球下载量已经突破10亿次，单月下载量是第2到8名的 ...

Core Insights - The AI programming competition has reached a new peak with the leaked benchmark results of DeepSeek V4, which achieved an impressive score of 83.7% on SWE-bench Verified, surpassing Claude Opus 4.5 (80.9%) and GPT-5.2 (80%) [1] - DeepSeek V4 is expected to be released on February 17, with costs reportedly 20 to 40 times cheaper than OpenAI, potentially changing the competitive landscape [1] Group 1 - DeepSeek V4's benchmark results indicate it has achieved significant advancements in AI capabilities, including a context length of over 1 million and an Engram memory mechanism, suggesting superior reasoning abilities [1] - The anticipated release date of DeepSeek V4 is February 17, which could position it as a leading model in the AI space [1] Group 2 - There are doubts regarding the authenticity of the leaked benchmark tests, with claims that scores above 99.2% are not possible under official scoring systems, indicating potential misinformation [2] - Despite the skepticism surrounding the leaked data, the attention and hype around DeepSeek suggest it has garnered significant interest and support within the AI community [2]

Group 1 - The article emphasizes the importance of domestic demand in China's economic strategy, aiming to build a strong domestic market and promote consumption and investment [1] - The Chinese government will implement a visa-free policy for ordinary passport holders from Canada and the UK starting February 17, 2026, facilitating business and tourism for up to 30 days [2] - The National Investment Fund has introduced a compensation plan for investors affected by valuation adjustments, with over 90% of investors expected to receive full compensation [2] Group 2 - The A-share market has entered a "Spring Festival holiday" mode, with significant events expected during this period, including the release of flagship models like DeepSeek V4 [2] - The China Securities Regulatory Commission has launched a package of measures to optimize refinancing, which is seen as a positive development for the investment banking sector [5] - Several listed companies in the food and beverage sector are preparing for the Chinese New Year by offering pre-packaged meal options, indicating a strategic focus on seasonal consumer demand [5] Group 3 - The nuclear power industry is experiencing a revival driven by AI demand, with high growth potential and profit margins expected to lead to a revaluation of the sector [6] - The digital RMB is being promoted through various consumer incentive programs, indicating a push towards digital consumption and financial inclusion [9] - The banking sector is facing regulatory scrutiny, with significant fines imposed on major banks for various violations, highlighting the need for compliance and risk management [10]

Core Viewpoint - China Unicom Cloud has launched a comprehensive deployment solution for large models, including OpenClaw and DeepSeek, aimed at creating flexible office solutions for the upcoming Spring Festival [1] Group 1: Product Offerings - China Unicom Cloud has developed a "Remote Intelligent Collaboration Solution" in partnership with OpenClaw, which breaks down spatial barriers for remote work [1] - The Unicom Cloud desktop is preloaded with OpenClaw images and programming tools like OpenCode, supporting multi-device synchronization across Windows, macOS, iOS, and Android [1] - The "Work Resumption Computing Empowerment Plan" leverages the full-scenario computing foundation to assist businesses in quickly organizing resumption data and deploying business processes [1] Group 2: User Accessibility - The new solutions are designed to have zero entry barriers, requiring no specialized technical skills for users [1] - Users can directly access mainstream models such as DeepSeek and Tongyi Qianwen through the AI service platform without needing to build their own computing clusters [1] - A unified entry point for preloaded model APIs allows users to call models instantly by copying keys [1] Group 3: Marketing Initiatives - China Unicom Cloud has launched a special Spring Festival marketing campaign, offering "trillion" Tokens for free, targeting individuals, enterprises, and developers [1]

Group 1 - The core theme of the news revolves around the significant developments in the AI industry during the Spring Festival, including the anticipated release of flagship models and the first-ever AI summit in India featuring prominent tech leaders [4][6][8] - The macroeconomic landscape is highlighted by the upcoming release of key data such as the December PCE inflation and Q4 GDP, which are crucial for understanding the Federal Reserve's stance on interest rates and inflation risks [5][4] - The longest Spring Festival holiday in history, lasting nine days, is set to impact market activities, with various exchanges, including the Shanghai and Hong Kong stock exchanges, closing during this period [4][9] Group 2 - The DeepSeek V4 model is expected to be launched in mid-February, showcasing improvements in programming capabilities, potentially surpassing other leading models in the market [8][6] - The Indian AI summit from February 14 to 20 will feature key figures such as NVIDIA's CEO Jensen Huang and Google's CEO Sundar Pichai, indicating a strong focus on AI advancements [8][4] - The U.S. Supreme Court is scheduled to make a ruling on the Trump tariffs on February 20, which could have significant implications for trade policies and the economy [5][4]

来源：艾媒咨询 2026年开年，元宝推出10亿元红包计划，千问启动30亿元免单活动，两大平台相继加码大模型应用生态布局，带动中国AI大模型市场热度持续攀升。技 术红利与资本热度叠加，共同推动国产大模型能力加速迭代，并带动一批聚焦垂直场景的创新企业加快布局。从办公助手到工业仿真，从教育陪练到政务 协同，AI大模型正以更轻量化、可控性更强的形态嵌入各类应用场景，逐步由前沿技术探索走向规模化应用，成为提升效率与优化流程的重要生产力工 具。 iiMedia Ranking（艾媒金榜）是艾媒咨询旗下中国新消费品牌评价机构，为消费者提供客观的品牌信息及购物消费指南。iiMedia Ranking（艾媒金榜）发 布《2025年度中国大模型评测实力排行榜TOP20》，iiMedia Ranking金榜指数是艾媒咨询原创用以判断企业产品消费者评价的综合指标，依托艾媒自主研 发的"中国移动互联网大数据挖掘与分析系统（CMDAS）"（省部级重大科技专项，项目编号：2016B010110001），采用iiMeval大数据评价模型计算赋 值，监测期内根据企业基础实力、月活数、产品性能、品牌影响力等数据指标，并结合分析师团队评价核算生成 ...

近日，国产AI助手深度求索（DeepSeek）因技术升级被用户集体吐槽"变冷淡"，从细腻共情的"知心伙 伴"突变为公事公办的"冷漠客服"，引发关于AI效率与情感价值如何平衡的热议。 随后，"DeepSeek被指变冷淡了"、" DeepSeek 更新新模型"、" DeepSeek 回应被指冷淡" 相关话题，接 连冲上热搜。 可能是几方面原因叠加： 部分用户在社交媒体上"控诉"：DeepSeek不再称呼自己设定的昵称，而统一称"用户"。 此前深度思考模式下，DeepSeek的思考过程会以角色视角展示细腻的心理描写，例如"夜儿（用户昵 称）总爱逗我"，更新后则变成了"好的，用户这次想了解……"。 一位用户让DeepSeek推荐电影，DeepSeek回复了几个片名后，还加了一句："够你看一阵子。不够再来 要。"这被用户描述为"登味"，这个网络热词常用来形容人习惯说教、居高临下的言行风格。 还有网友吐槽，"Deepseek更新成傻子了。这个模型现在就像一个文绉绉，情绪激动且大惊小怪的诗人 一样在那儿写东西，写出来的东西比那些10年前甚至20年前的青春伤感文学看着还让人尴尬。" 有网友表示DeepSeek"又凶又冷漠"， ...

相关话题，接连冲上热搜—— 部分用户在社交媒体上"控诉"：DeepSeek不再称呼自己设定的昵称，而统一称"用户"。 此前深度思考模式下，DeepSeek的思考过程会以角色视角展示细腻的心理描写，例如"夜儿（用户昵称）总爱逗我"，更新后则变成了"好的，用户这次想 了解……"。 一位用户让DeepSeek推荐电影，DeepSeek回复了几个片名后，还加了一句："够你看一阵子。不够再来要。"这被用户描述为"登味"，这个网络热词常用来 形容人习惯说教、居高临下的言行风格。 还有网友吐槽，"Deepseek更新成傻子了。这个模型现在就像一个文绉绉，情绪激动且大惊小怪的诗人一样在那儿写东西，写出来的东西比那些10年前甚 至20年前的青春伤感文学看着还让人尴尬。" 有网友表示DeepSeek"又凶又冷漠"，还有网友反映称变油腻了。 来源：中国青年报综合 近日，国产AI助手深度求索（DeepSeek）因技术升级被用户集体吐槽"变冷淡"，从细腻共情的"知心伙伴"突变为公事公办的"冷漠客服"，引发关于AI效率 与情感价值如何平衡的热议。 截图：网友评论 也有网友称，DeepSeek是客观和理性了。还有网友表示DeepSeek更 ...

责任编辑：凌辰 中国视频生成模型Seedance 2.0吸引全球目光时，美国人工智能公司OpenAI向美国众议院提交了一份备 忘录，再次抹黑中国人工智能大模型DeepSeek。一年了，美国还在追着Deepseek抹黑，可中国最新的 Seedance都2.0了。 责任编辑：凌辰 来源：玉渊谭天 来源：玉渊谭天 中国视频生成模型Seedance 2.0吸引全球目光时，美国人工智能公司OpenAI向美国众议院提交了一份备 忘录，再次抹黑中国人工智能大模型DeepSeek。一年了，美国还在追着Deepseek抹黑，可中国最新的 Seedance都2.0了。 ...

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