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黄仁勋又夸了DeepSeek,新一代“算力巨兽”正在量产,性能暴增5倍!
Feng Huang Wang· 2026-01-06 02:19
北京时间1月6日早五点,英伟达CEO黄仁勋在CES 2026开幕前的 keynote 演讲中,用90分钟为全球科技产业描绘了一幅激进且完整的未来图景。 在这场信息密度极高的演讲中,他不仅宣告人工智能的发展重心正从纯粹的"数字智能"迈向与物理世界交互的"物理AI"新纪元,更以一系列开源重器—— 从世界模型Cosmos、自动驾驶系统AlphaMio到新一代AI芯片架构Vera Rubin——展示了英伟达作为全栈巨头的野心:即为这个新时代构建从底层芯片、基 础设施到顶层模型与应用的全部基石。 当AI时代的算力需求正无限放大,英伟达仍在通过对计算平台的极限升级,试图吃下这个庞大的数字世界算力基座。 摘要: "Rubin 的到来恰逢其时,因为训练和推理的 AI 计算需求正在激增。" DeepSeek带来的启示,开源是创新主引擎 演讲伊始,黄仁勋便以历史性的视角定调感慨:"每隔10到15年,计算行业就会发生一次平台迁移。"他强调,当前我们正同时经历两大迁移:一是应用转 向以AI为核心构建;二是整个软件开发和运行范式被重塑——从"编程"转向"训练",从CPU转向GPU,从执行预编译代码转向实时生成内容。 "这意味着过去十年 ...
黄仁勋新年第一场演讲,提了DeepSeek
Di Yi Cai Jing· 2026-01-05 23:45
Core Insights - The rise of open-source models has become a catalyst for global innovation in the AI industry, as highlighted by NVIDIA CEO Jensen Huang during a presentation in Las Vegas [1][1] - The introduction of Deepseek R1 has unexpectedly driven transformation across the industry, showcasing the rapid advancements in open-source model performance [1][1] - Several open-source models are emerging globally, with their capabilities increasingly approaching those of leading frontier models [1][1] - The presentation featured images of multiple open-source models, including three from China: Kimi K2, Qwen, and Deepseek V3.2 [1][1]
黄仁勋新年第一场演讲 提了DeepSeek
Di Yi Cai Jing· 2026-01-05 23:17
Group 1 - The core viewpoint of the article highlights the significant progress in the AI industry over the past year, emphasizing the rise of open-source models as a catalyst for global innovation [1] - NVIDIA's CEO Jensen Huang noted that the emergence of the Deepseek R1 model has unexpectedly driven transformation across the industry [1] - Multiple open-source models are now emerging globally, with their performance increasingly approaching that of leading large models [1] Group 2 - The presentation showcased several open-source models, including three from China: Kimi K2, Qwen, and Deepseek V3.2 [1]
软件ETF(159852)涨超3%! DeepSeek近日发布论文,开启架构新篇章!
Jin Rong Jie· 2026-01-05 06:39
资讯所属栏目还有更多独家策划、专家专栏,免费查阅>> 软件ETF(159852)跟踪中证软件服务指数,前十大权重股分别为科大讯飞、金山办公、同花顺、指南 针、恒生电子、拓维信息、润和软件、三六零、软通动力、深信服,权重合计超60.89%。 软件ETF(159852)当前管理费率为0.50%(每年),托管费率为0.10%(每年),没有股票账户的投资 者还可以通过联接基金(012619.OF,012620.OF,021861.OF)布局板块投资机遇。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 市场1月5日消息,据上交所数据显示,今日上证指数再度站上4000点,截至14:05,上证指数上涨 1.32%,中证软件指数上涨3.41%,个股方面,合合信息涨超7%,科大讯飞涨超6%,指南针、同花顺等 涨超3%。热门ETF方面,软件ETF(159852)涨3.36%。 消息面上,DeepSeek近日发布论文,阐述了一种更为高效的人工智能开发方法。该论文由创始人梁文 锋参与撰写,提出了名为"流形约束超连接"(mHC)的框架。作者称,该框架旨在提升可扩展性,同 时降低训练先进人工 ...
国家发改委:长江经济带涌现DeepSeek、宇树科技等企业
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-05 04:50
21世纪经济报道记者周慧 北京报道 "十年来,长江经济带优良水质比例从67%提升到96.5%,地区生产总值翻了一番多、占全国比重从42.2%提升到47.3%,实现了保护和发展的相互促进、相 得益彰。"王昌林表示。 图:发布会现场 拍摄:周慧 王昌林还表示,十年来,横贯东西、承接南北、通江达海的优势在长江经济带持续释放,开放长江活力更加澎湃。长江水系高等级航道由0.8万公里增加到 1.1万公里,干线港口货物吞吐量增长71%、达到42亿吨、稳居世界内河第一。推进高水平对外开放,中欧(亚)班列、西部陆海新通道高质量建设,沿江9 个自贸试验区联动发展。 1月5日,国新办举行新闻发布会介绍长江经济带发展十年工作进展和成效,国家发展改革委副主任王昌林表示,十年来,科技创新和产业创新在长江经济带 加快融合,创新长江动能更加强劲。 "我们坚持把科技创新作为主动力,持续推进上海(长三角)国际科技创新中心和武汉、成渝地区区域科技创新中心建设,积极培育壮大新兴产业和未来产 业。"王昌林表示,长江经济带创造出"人造太阳"亿度千秒运行、靶向抗癌药等一批处于世界先进水平的科技成果,涌现出DeepSeek、宇树科技等一批具有 国际竞争力的 ...
金融界财经早餐:假期中国资产全线大涨,十大券商看好牛市延续,DeepSeek又成焦点,宇树回应“绿色通道”上市(1月5日)
Jin Rong Jie· 2026-01-05 01:33
Group 1: Capital Market Insights - Global markets showed overall recovery during the New Year holiday, with Hong Kong's Hang Seng Index rising 2.7%, marking the strongest start in over a decade [2] - The Chinese yuan continues to appreciate, breaking the 7 mark, benefiting Chinese assets due to a weaker dollar and stable economic fundamentals [2] - Major brokerages remain optimistic about the A-share market, predicting a sustained bull market into 2026 [2] - A total of 71 new funds are scheduled for issuance in January, with 44 launching in the first trading week [2] Group 2: Industry Highlights - AI sector sees renewed attention with DeepSeek introducing a new AI model architecture that significantly reduces computing power requirements while enhancing efficiency [4] - The low-altitude economy is set to grow, with Shanghai aiming for a core industry scale of approximately 80 billion yuan by 2028 [4] - The film industry is projected to reach a box office of 51.83 billion yuan by 2025, with a year-on-year growth of 21.95% [4] - The real estate market in Beijing has seen increased viewing and transaction volumes since the implementation of new policies, with daily new home sales rising significantly [4] Group 3: Company Developments - Baidu plans to spin off Kunlun Chip for an IPO, with Goldman Sachs estimating its valuation at up to $16.5 billion, leading to a 10% surge in Baidu's Hong Kong shares [6] - BYD's electric vehicle sales have surpassed Tesla for the first time, with BYD selling 2.25 million units, a 28% increase year-on-year, while Tesla's deliveries are projected to decline by 8.6% to 1.64 million units in 2025 [6] - Ningde Times has repurchased 15.99 million shares for a total of 4.386 billion yuan [7] - DreamNet Technology has partnered with Shenzhou Liuhe to develop heavy-duty drone products [7]
影响市场重大事件:“十五五”开局之年,多型新火箭将首飞并挑战回收;中国“人造太阳”实验找到突破密度极限的方法;DeepSeek发布新论文,提出更为高效的AI开发方法
Mei Ri Jing Ji Xin Wen· 2026-01-04 22:25
Group 1 - In 2026, China's commercial space sector is set to witness multiple new rocket launches and recovery challenges, marking a significant development in the country's space ambitions [1] - The "Fifteen Five" plan is initiating a new phase for China's space exploration, including manned lunar missions and the Chang'e 7 mission aimed at finding evidence of water ice on the Moon [1] Group 2 - Emerging market stocks have had a strong start in 2026, reaching their highest level since 2021, driven by optimism around Asia's rising position in artificial intelligence [2] - The MSCI Emerging Markets Index rose by 1.7% on the first trading day of the year, while technology stocks surged by 2.8% due to excitement over new listings and technological advancements [2] Group 3 - DeepSeek has introduced a more efficient AI development method through a new framework called "manifold-constrained hyperconnection" (mHC), aimed at enhancing scalability and reducing computational and energy demands [3] - The next flagship system, R2, is expected to be launched around the Chinese New Year in February [3] Group 4 - The digital renminbi app has been upgraded to version 2.0, enhancing user experience and consolidating wallet access for managing digital currency assets [4] - Since its launch in January 2022, the app has undergone 54 iterations to improve functionality [4] Group 5 - China's "artificial sun" experiment has made breakthroughs in overcoming density limits in nuclear fusion, providing crucial physical evidence for high-density operation in magnetic confinement fusion devices [5] - The findings were published in the international journal "Science Advances" [5] Group 6 - CITIC Securities forecasts that the A-share bull market will continue in 2026, with expectations of a fluctuating upward trend but with slower growth rates [6] - Investors are advised to focus on fundamental improvements and sectoral shifts, particularly in resource commodities as a new investment direction [6] Group 7 - The first "embodied intelligence dataset" has been successfully listed and traded on the Jiangsu Data Exchange, marking a significant milestone in the trading of such datasets nationwide [7][8] Group 8 - In 2025, China approved 76 innovative drugs, significantly surpassing the 48 approved in 2024, setting a new record [9] - The total value of innovative drug licensing transactions exceeded $130 billion, with over 150 deals completed, also a historical high [9] - Among the approved drugs, 80.85% of chemical drugs and 91.30% of biological products were domestically developed [9] Group 9 - CITIC Securities predicts that the quantum computing industry will experience high compound growth, with the global market expected to grow from approximately $5 billion in 2024 to around $800 billion by 2035 [10] - The upstream sector is relatively mature, while the downstream sector shows significant growth potential, projected to increase from $2.7 million in 2024 to $2026.7 million by 2035 [10] Group 10 - China's largest all-vanadium flow battery energy storage station has achieved full-capacity operation, with a rated power of 200,000 kW and a storage capacity of 1 million kWh [11] - The facility is expected to enhance the utilization rate of associated photovoltaic power stations by over 10% annually, potentially generating an additional 230 million kWh of clean electricity [11]
PriceSeek重点提醒:中石化二甲苯挂牌价大幅上调
Xin Lang Cai Jing· 2026-01-04 12:25
生意社01月04日讯 1月4日中石化华南公司二甲苯月初挂牌价格上调100-150元/吨:广州石化异构执行5800元/吨,茂名石化 异构执行5800元/吨,中科炼化异构执行5800元/吨。 PriceSeek评析 混二甲苯,多空评分:1.5 文章报道中石化华南公司上调二甲苯挂牌价格100-150元/吨至5800元/吨,表明现货市场供应紧张和需求 强劲,利好现货价格。结合相关PX期货(对二甲苯)数据,如合约2609结算价7190元/吨,该消息可能提 振期货市场多头情绪,推动价格上行趋势。 2、指定周期的平均结算价 【大宗商品公式定价原理】生意社基准价是基于价格大数据与生意社价格模型产生的交易指导价,又称 生意社价格。可用于确定以下两种需求的交易结算价: 1、指定日期的结算价 定价公式:结算价=生意社基准价×K+C K:调整系数,包括账期成本等因素。 文章报道中石化华南公司上调二甲苯挂牌价格100-150元/吨至5800元/吨,表明现货市场供应紧张和需求 强劲,利好现货价格。结合相关PX期货(对二甲苯)数据,如合约2609结算价7190元/吨,该消息可能提 振期货市场多头情绪,推动价格上行趋势。 【大宗商品公式定价 ...
DeepSeek上新mHC,R2还远吗?
Tai Mei Ti A P P· 2026-01-04 06:05
Core Insights - DeepSeek has introduced a new neural network architecture optimization called mHC (Manifold-Constrained Hyper-Connections), which is expected to significantly impact the AI industry, including large models and chips [1][5][9] Group 1: mHC Architecture - The mHC architecture builds on the Hyper-Connections (HC) framework released by the Byte Bean team in November 2024, aiming to replace the nearly decade-old ResNet architecture [5] - mHC introduces a Manifold-Constrained approach using the Sinkhorn-Knopp algorithm to stabilize signal propagation during training, addressing issues of signal explosion and instability in large model training [5][6] - In training demonstrations with 27 billion parameters, mHC maintained a signal amplification of only 1.6 times, while HC experienced a catastrophic failure with a 3000 times amplification [6][8] Group 2: Performance and Efficiency - mHC shows a significant reduction in training loss and improved performance on challenging tasks, with over 2% enhancement in reasoning and reading comprehension benchmarks compared to traditional architectures [6][8] - The additional training time overhead for mHC, even with a fourfold expansion of residual channels, is only 6.7%, indicating a focus on cost-effectiveness and efficiency [8] Group 3: Industry Impact and Reactions - The release of mHC has sparked high discussion levels among researchers and industry professionals, with expectations of a paradigm shift in large model architectures by 2026 [9][10] - Competitors are already responding, with new architectures like Deep Delta Learning emerging shortly after mHC's announcement, indicating a potential chain reaction in AI architecture development [9][10] - Analysts predict that DeepSeek may make significant announcements around the Lunar New Year, potentially unveiling the long-awaited R2 model or a faster universal model V4 [10] Group 4: Compatibility and Market Dynamics - mHC's architecture is primarily designed for NVIDIA's supernode links, raising concerns about compatibility with domestic chips, which may require enhanced adaptation efforts [11] - As U.S. AI chip manufacturers gradually exit the Chinese market due to geopolitical factors, domestic chipmakers are accelerating their development and ecosystem building to adapt to DeepSeek's models [12]
Manus季逸超评喜爱的大模型公司:千问扎实、Kimi有品位、DeepSeek有早期渊源
Xin Lang Cai Jing· 2026-01-04 05:45
同时,他提到,和千问的团队很多成员都比较熟悉。在季逸超看来,千问是做的非常的扎实,而且它是 真正第一个上非常宽松开源的模型,对此他非常尊敬。另外,千问让他看到了大厂里一群年轻人能干出 来事情的表现,非常难得。 他解释到,自己很早就和Deepseek有接触。"我之前的一次创业是在做知识图谱构建,且同时我们自己 从零搭建整个搜索引擎的Infra,有很大的预训练数据集,所以当时很早就跟Deepseek的朋友认识了。但 后来我也没有把数据单独卖给他们,我直接把数据集开源了,也算是给大家留下一点遗产。" 此外,他还提到,Kimi一方面也是真格基金投资的,因为自己也在真格,所以当时交流比较多。另一 方面,季逸超认为,Kimi这个公司是比较有品位的,这个很重要。 新浪声明:所有会议实录均为现场速记整理,未经演讲者审阅,新浪网登载此文出于传递更多信息之目 的,并不意味着赞同其观点或证实其描述。 近日,在访谈中,谈及大模型公司,Manus联合创始人兼首席科学家季逸超表示,自己比较喜欢的有三 家——千问、Deepseek和Kimi。 同时,他提到,和千问的团队很多成员都比较熟悉。在季逸超看来,千问是做的非常的扎实,而且它是 真正 ...