Core Insights - The CEO of Zero One Technology, Kai-Fu Lee, stated that the gap between China and the U.S. in AI development has narrowed to just three months in certain areas due to advancements by companies like DeepSeek [3] - Lee emphasized that the rise of DeepSeek indicates China's leading position in infrastructure and software engineering [3] - He noted that U.S. semiconductor sanctions act as a "double-edged sword," presenting challenges but also driving innovation within Chinese companies [3] Company Developments - Zero One Technology is focusing on practical AI applications, specifically software solutions that help clients better deploy foundational models [4] - The company recently launched an all-in-one AI work platform called "Wanzhi," aimed at assisting enterprises in deploying AI technology [4] - Zero One Technology has begun generating revenue and anticipates significant growth in income, projecting to reach several times last year's revenue of $15 million by 2025 [4]

Core Insights - The report highlights the resilience of China's economy and key industries under U.S. sanctions, using DeepSeek as a case study to illustrate innovation and growth potential in the face of geopolitical challenges [3]. Economic Outlook - The "Asian Economic Outlook and Integration Process 2025 Report" predicts a moderate recovery in Asian economies, with growth expected to rise to 4.5% in 2025 from 4.4% in 2024. The GDP share of Asian economies in the world is projected to increase from 48.1% in 2024 to 48.6% in 2025 [2]. - Excluding China, the weighted actual GDP growth rate for other East Asian economies is expected to decline by 1.0 percentage points to 3.3% in 2025, while the growth rate for other Asian economies is projected to decrease by 0.3 percentage points to 4.2% [2]. Trade and Investment Challenges - Ongoing trade tensions, particularly with the U.S. imposing tariffs on goods from Mexico, Canada, and China, are expected to create significant uncertainty for global trade and investment in 2025 [2]. - The report emphasizes that these trade frictions will put overall pressure on trade and investment in Asia [2]. E-commerce and Digital Trade - E-commerce and digital trade are highlighted as key growth areas, with the Asia-Pacific region's retail e-commerce growth expected to reach 8.4% in 2024. China's cross-border e-commerce import and export total is projected at 2.63 trillion yuan (approximately 369 billion USD), reflecting a year-on-year growth of 10.8% [4]. - Southeast Asia's e-commerce sector is also experiencing significant growth, with a gross merchandise value (GMV) of 263 billion USD, up 15% year-on-year [4]. - However, compliance risks related to cross-border e-commerce are noted, particularly due to changes in U.S. customs policies and new regulations from the EU regarding low-value goods [4]. Employment Trends - The employment growth rate in Asia is expected to decline significantly from 1.94% in 2024 to 1.22% in 2025, which is lower than the global growth rate of 1.28% [6]. - Despite this decline, the overall unemployment rate in Asia is projected to slightly decrease from 4.40% in 2024 to 4.39% in 2025, remaining below the global rate of 4.96% [6]. - The impact of artificial intelligence on employment is highlighted, with varying effects across regions and genders. The highest impact is expected in Northern, Southern, and Western Europe, while East Asia shows the highest proportion of affected employment in Asia [6][8].

Investment Rating - The report suggests a positive outlook for investment in China's AI sector, particularly highlighting the emergence of DeepSeek as a significant milestone in the industry [1][3]. Core Insights - DeepSeek's development represents China's ambition to lead in the tech revolution, potentially inspiring a new generation of talent and contributing to national pride [1][7]. - The cost-effective training of DeepSeek, reportedly under $6 million, challenges the narrative that China lags behind the U.S. in AI innovation, as it achieves near-parity with top models [2][3]. - The MSCI China Index surged 26% following DeepSeek's unveiling, indicating strong investor enthusiasm for AI-driven economic growth [3]. Summary by Sections DeepSeek's Impact - DeepSeek's breakthrough is seen as a symbol of China's resurgence in innovation and competitiveness, with implications for emerging market investors [1][14]. - The emergence of other AI agents, such as Butterfly Effect's Manus, further illustrates the competitive landscape in China's AI sector [4][5]. Policy and Market Dynamics - A shift in policy from regulatory crackdowns to support for private-sector innovation is noted, with high-level meetings between political leaders and tech executives [8]. - China's AI ecosystem is positioned as a unique opportunity for investors, focusing on consumer-facing applications rather than hardware [9]. Future of AI Development - The report outlines a dual-track future for AI, contrasting China's efficiency-driven approach with the capital-intensive models in the U.S. [13][14]. - Both models are expected to coexist, providing a diversified opportunity set for emerging market investors [14].

云南昆明上线"DeepSeek+变电"4个应用 为进一步提升变电专业故障诊断和处理能力，3月13日，南方电网云南昆明供电局依托南网"大瓦特"模 型体系最新开放的DeepSeek大模型，在云南率先推出"操作票智能生成及检验""设备试验数据智能分 析""新改、扩建工程验收助手""变电设备维护检修验收助手"4个变电运行专业典型模型应用。通 过"DeepSeek+变电"本地化部署，实现主变压器验收流程全面智能化，单次验收时长由1.5小时压缩至15 分钟。 在变电站运维过程中，设备验收存在制度文件庞杂、人工核验效率低等痛点。以主变压器验收为例，运 维人员需要对照《电力设备交接验收规程》《绝缘油击穿电压测定法》等10份文件制度，逐项核查62项 试验数据，单次验收耗时长达90分钟，且存在因记忆偏差导致漏检的风险。 昆明供电局此次推出的"设备试验数据智能分析"应用，构建了覆盖45项国家标准、行业规程的结构化知 识库，依托DeepSeek大模型进行电力场景定向训练，实现"设备型号输入—数据智能比对—问题精准定 位"全流程自动化。当运维人员输入设备参数后，系统可以实时解析试验数据与制度条款的匹配度，快 速识别如"绕组直流电阻超标 ...

人民财讯3月21日电，近日，恒生正式发布光子大模型一体机DeepSeek版，基于昇腾800I A2推理服务 器，一体机为金融机构提供了"开箱即用"的全栈式金融AI引擎，满足行业对于AI应用高效部署、安全可 控算力底座以及业务数智化创新的需求，助力金融机构快速完成大模型的部署落地，加速行业数智化转 型进程。 ...

新华深读|DeepSeek赋能潮起 新华社记者 2025年开年，DeepSeek突破技术圈层，成为热议高频词。刚刚结束的全国两会上，人大代表、政 协委员也纷纷谈及相关话题，"人工智能+""大模型""算力"等被写入政府工作报告。 有专家称，1879年爱迪生"点燃"了世界上第一盏有实用价值的电灯，极大改变了人类的生活方式。 当下，人工智能的"爱迪生时刻"或许正在到来，就像当年的电力一样，开始走进千家万户、改变各行各 业。 普通人该如何理解DeepSeek的核心突破意义，以及将对我们的生活带来的影响？ 新华社北京3月21日电 题：DeepSeek赋能潮起 破局者说：AI不仅是高山，也可以是大海 许多人最开始感受到DeepSeek的热浪来袭，是在今年春节期间：同学聚会，有人用它现场赋诗助 兴；网红主播短视频带货，用它数十秒生成爆款营销文案；还有人把它当做虚拟空间的朋友获取慰 藉…… DeepSeek，中文叫"深度求索"，是杭州一家科技企业的名字，又是这家成立不到两年的公司研发的 人工智能大模型AI产品名称。 2025年1月，DeepSeek发布人工智能大模型R1，凭借较少算力资源实现和全球顶尖AI模型相当的效 果，" ...

DeepSeek在应用层面的进展逐渐深入！ 据悉，神州信息通过接入DeepSeek，成功研发出"智能综合信贷系统"。系统实现了多模态解析、动态建 模与实时预警等能力提升，从而对信贷业务全流程进行精准决策和效率跃升。 除了神州信息，新致软件DeepSeek一体机采购会亦将于3月28日举办。新致软件将联合华为、海光、百 度、阿里、浪潮等多款机型登场。同时，数款行业垂直领域机器人将悉数登场，助力企业实现高效运营 与智能决策。 据美联社报道，温哥华——不列颠哥伦比亚大学（UBC）禁止在大学拥有的设备和网络上使用或安装 中国人工智能工具DeepSeek的应用程序，理由是"存在高度的隐私和安全风险"。 该大学表示，在审查了公开信息和第三方对DeepSeek人工智能应用的评估后做出了这一决定。UBC在 其"隐私问题"网站上表示："尽管 DeepSeek的应用程序很受欢迎，但它也引发了隐私和安全问题，特别 是在大量数据收集和共享方面，包括个人信息和记录击键的权利，以及薄弱的加密和安全措施。"该校 还补充道："该应用程序传输了大量个人数据，有些甚至没有加密。"应用程序已被禁止在用户登录访问 任何UBC系统的设备上使用，例如其图 ...

我国人工智能公司深度求索（DeepSeek）的横空出世，像一颗投入湖面的石子，激起了全球科技与能 源市场的双重涟漪。其发布的开源大模型堪称"低成本、高效率"的典范，仅用超低训练成本和能耗，便 实现了一流性能。一时间，欧美芯片巨头股价震荡，舆论场争论不休：电力还会是AI发展的紧箍咒 吗？ DeepSeek的突破，本质上是一场"减法革命"。它通过轻量化模型架构和开源策略，大幅降低了训练与部 署成本，让中小企业也能轻松搭建AI系统。传统AI巨头训练同等模型的成本是其10倍，而DeepSeek模 型的能耗仅为行业平均值的零头。 AI的"电力焦虑"，第一次被技术撕开了一道裂缝。这种效率提升直接动摇了能源市场的预期。此前，行 业普遍认为AI将推动电力需求爆发式增长——美国预测到2030年数据中心用电量将翻番，甚至占总需 求的12%。但随着DeepSeek问世，让"AI必催生电力饥荒"的逻辑遭到质疑。一些业内人士认为，电力需 求增长的预测可能需要重新计算。 在技术端，核心办法是降低芯片和算法的耗电量。更先进的生产工艺可以大幅降低处理器能耗，根据库 梅定律，每隔18个月，相同计算量所需要消耗的能量会减少一半。从1946年第一 ...

发布AI PC产品、展示DeepSeek解决方案??AMD苏 姿丰现身北京 根据峰会现场工作人员介绍，该款解决方案目前已经面向不少企业销售，可根据企业需求进行本地 化部署和定制，最大的优势是性价比。具体来看，一款基于vLLM框架的八卡W7900/W7800服务器解决 方案的配置价格约在20万元～30万元，低于配备英伟达显卡的服务器。 （文章来源：每日经济新闻） 3月18日，AMD（超威半导体）在北京举办AI PC（人工智能个人电脑）创新峰会，AMD董事会主 席及首席执行官苏姿丰现身。苏姿丰在演讲中提及，过去几个月内，DeepSeek所取得的成就令人非常 兴奋。"AMD从第一天就为DeepSeek提供了支持，还与Qwen密切合作，致力于让AI开发变得更快、更 开放、更具可扩展性。"她还提到，AMD软件开发人员一直专注于优化DeepSeek，每隔几天都能看到性 能的提升，这充分说明了这项技术仍处于非常早期的阶段。 产品方面，微软Windows 11 AI+PC的实验室产品进行了现场展示，新功能有实时字幕、回顾 （Recall）、工作室效果、单击以执行（Click-to-do）等。 《每日经济新闻》记者还注意到，此 ...

刚刚！DeepSeek，传来大消息 DeepSeek又有大消息传来！ 据北京日报援引路透社报道，有消息称，美国商务部下属的一些部门近日通知其工作人员，禁止在 政府设备上使用中国的人工智能模型DeepSeek。今日，外交部发言人毛宁回应称，中方一贯反对泛 化"国家安全"概念，将经贸和科技问题政治化，我们也将坚定维护中国企业的合法权益。 不过，在港股市场上，DeepSeek概念股再度大涨。百度集团-SW涨超12%、阿里巴巴、万国数据、 金山云等皆有较大涨幅。消息方面，百度在近日正式发布文心大模型4.5和文心大模型X1。 另一方面，近日，多个家电企业也掀起AI技术竞赛，空调、冰箱、电视甚至扫地机器人等电器均 纷纷宣布接入DeepSeek。分析认为，这可能会加大市场对于算力的需求。 一则邮件 外围有两则针对DeepSeek的消息。据路透社3月17日报道，有消息称，美国商务部下属的一些部门 近日通过邮件通知其工作人员，禁止在政府设备上使用中国的人工智能模型深度求索（DeepSeek）。 报道称，邮件提到："请勿下载、查看、访问任何与DeepSeek相关的应用程序、桌面应用或网站。" 美国官员和国会议员此前对DeepSe ...