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“韧性”“具身智能”“DeepSeek”入选2025年度“青年十大热词”
Xin Hua Cai Jing· 2025-12-25 07:37
Group 1 - The core viewpoint of the article is that the "Top Ten Youth Buzzwords for 2025" reflect the psychological state and value orientation of contemporary youth, showcasing their unique expressions and social interactions [1][2][3] - The buzzword "resilience" has been redefined by youth to signify their ability to adapt and cope with setbacks, indicating a deeper understanding of personal strength [1] - The term "love yourself" is expressed as "爱你老己," highlighting a trend of self-care and self-dialogue among young people [1] - Other buzzwords like "embodied intelligence" and "DeepSeek" indicate youth's attention to technological advancements, while terms like "emotional consumption" and "'窝囊' tourism" reflect their experiences in work and social interactions [1] Group 2 - The annual youth buzzword list is curated by the Shanghai Youth Research Center's AI laboratory, which analyzes social media data and expert evaluations to create a relevant and meaningful list [3] - Experts believe that youth are the most dynamic thinkers in society, and their language reflects collective mindsets and societal trends [2][3] - The buzzwords serve as a creative response from youth to societal observations, indicating their role in shaping cultural trends [3]
腾讯元宝DeepSeek模式使用量较年初增长超100倍,AI人工智能ETF(512930)冲击5连涨
Xin Lang Cai Jing· 2025-12-25 02:15
Core Insights - The AI sector is experiencing significant growth, with the Zhongzheng AI Theme Index (930713) showing a slight increase of 0.07% as of December 25, 2025, and notable gains in constituent stocks such as Beijing Junzheng (300223) up 6.27% and Zhongke Xingtou (688568) up 2.58% [1] - The AI Artificial Intelligence ETF (512930) has also seen a rise of 0.09%, marking its fifth consecutive increase, with the latest price at 2.17 yuan [1] - The report from Tencent Yuanbao indicates that the user base for DeepSeek has expanded significantly, with usage on December 14 reaching a new high, growing over 100 times since the beginning of the year [1] - According to Chengtong Securities, AI is driving a new structural growth cycle in the global semiconductor market, with projections estimating the market size to reach $772 billion by 2025 and potentially exceed $975 billion by 2026 [1] - Logic chips and memory are expected to be the main growth drivers, with year-on-year growth rates of 37.1% and 27.8% respectively [1] - The Americas and Asia-Pacific regions are anticipated to be the primary growth areas, achieving high growth rates of 29.1% and 24.9% respectively [1] - Key investment directions include high-performance computing, HBM, and edge AI hardware, driven by the demand for AI computing power [1] Industry Overview - The Zhongzheng AI Theme Index tracks 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related securities [2] - The top ten weighted stocks in the Zhongzheng AI Theme Index as of November 28, 2025, include companies like Zhongji Xuchuang (300308) and Hikvision (002415), which collectively account for 63.92% of the index [4] - The AI Artificial Intelligence ETF closely follows the Zhongzheng AI Theme Index, with various connection options available for investors [4]
DeepSeek官方点赞元宝,罕见现身互动
Sou Hu Cai Jing· 2025-12-24 18:31
Core Insights - A notable interaction is occurring between DeepSeek and Yuanbao, highlighted by Yuanbao's annual report and DeepSeek's acknowledgment on social media, which has attracted industry attention [2] - Yuanbao's report indicates that since integrating DeepSeek in February, it has consistently updated to the latest DeepSeek model, resulting in a user base that has grown over 100 times since the beginning of the year, achieving a new usage peak on December 14 [2] User Engagement - DeepSeek is utilized in Yuanbao not merely as a Q&A tool but as an interactive thinking partner, with over one-third of conversations involving deep follow-up questions on the same topic [4] - The ratio of deep thinking to quick thinking among users is reported to be 3:7, indicating varied engagement levels [4] - Yuanbao's usage patterns show that DeepSeek acts as a personal assistant throughout the day, with increased activity on the app during evenings for relaxation and conversation [4] Technological Integration - Yuanbao employs a "DeepSeek+" strategy, integrating the latest DeepSeek and Hunyuan models while enhancing capabilities with its proprietary Tencent Hunyuan model [4] - DeepSeek in Yuanbao is described as an "enhanced version," offering additional features such as image generation, photo editing, and understanding of 38 document types, alongside access to exclusive content from Tencent's ecosystem [4] - More than half of the responses in Yuanbao are presented in a multimedia format, allowing seamless transitions to reading, watching, or listening within Tencent's ecosystem [4] Product Ecosystem - Yuanbao has integrated more Tencent products, allowing users to interact with Yuanbao while engaging with other content like public accounts, videos, and music without switching apps [5] - This integration facilitates a natural incorporation of AI into daily activities, enhancing user experience [5] Technical Optimization - The team has optimized model responses to handle millions of users and high concurrency scenarios, ensuring stable and smooth usage of DeepSeek within Yuanbao [6] - The interaction between the model and application signifies a "mutual pursuit," promoting the daily use of AI in more people's work and life [6]
DeepSeek 官方点赞元宝,罕见现身互动
Xin Lang Cai Jing· 2025-12-24 10:15
Core Insights - A notable interaction is occurring between DeepSeek and Yuanbao, highlighting a collaborative effort in AI application development [2][3][4] User Engagement - Since integrating DeepSeek in February, Yuanbao has seen a user growth of over 100 times, reaching a new usage peak on December 14 [3][8] - DeepSeek is utilized as a conversational partner rather than a simple Q&A tool, with over one-third of interactions involving deep follow-up questions [3][8] - The ratio of deep thinking to quick thinking among users is 3:7, indicating varied engagement levels [3][8] Product Features - Yuanbao employs a 'DeepSeek+' strategy, enhancing DeepSeek's capabilities with additional features such as image processing, voice calls, and understanding 38 types of documents [4][9] - More than half of the responses in Yuanbao are presented in a multimedia format, integrating content from over 100 authoritative sources [4][9] - Users can interact with Yuanbao seamlessly across various Tencent products without needing to switch applications [4][9] Technical Optimization - The team has optimized the model's response efficiency and speed to ensure a stable and smooth user experience for DeepSeek within Yuanbao [4][9] - This interaction showcases the mutual advancement between AI models and applications, promoting AI's integration into daily life [4][9]
PriceSeek提醒:江苏太仓玖龙废纸收购价上调
Xin Lang Cai Jing· 2025-12-24 09:52
生意社12月24日讯 2025年12月24日江苏太仓玖龙纸业,A级箱板纸收购价格呈现调整,废纸收购价格上调30元/吨,调整后 执行到厂价格1680元/吨。 PriceSeek评析 废纸,多空评分:1 废纸收购价格上调30元/吨至1680元/吨,表明市场需求强劲,可能源于纸制品生产需求增加,对现货价 格构成利好。这将直接推高废纸现货市场交易价格,刺激供应端积极性。 【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: 2、指定周期的平均结算价 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。 C:升贴水,包括物流成本、品牌价差、区域价差等因素。 生意社12月24日讯 2025年12月24日江苏太仓玖龙纸业,A级箱板纸收购价格呈现调整,废纸收购价格上调30元/吨,调整后 执行到厂价格1680元/吨。 PriceSeek评析 废纸,多空评分:1 废纸收购价格上调30元/吨至1680元/吨,表明市场需求强劲,可能源于纸制品生产需求增加,对现货价 格构成利好。这将直接推高废纸现货市场交易价格,刺激供应端积极 ...
清华系DeepSeek时刻来了,硅谷沸腾,单卡200倍加速,视频进入秒级时代
3 6 Ke· 2025-12-23 10:46
Core Insights - The launch of TurboDiffusion by Tsinghua University and Shengshu Technology marks a significant advancement in AI video generation, reducing generation time from minutes to seconds while maintaining high quality [1][3][7]. Group 1: TurboDiffusion Overview - TurboDiffusion is an open-source video generation acceleration framework designed specifically for diffusion models, achieving speed improvements of 100-200 times on consumer-grade GPUs like the RTX 5090 [8][24]. - The framework allows for efficient video generation from both image-to-video (I2V) and text-to-video (T2V) inputs, maintaining impressive performance even for high-resolution and long-duration videos [8][14]. Group 2: Performance Metrics - In practical tests, TurboDiffusion demonstrated a speed increase of approximately 97 times, generating a 5-second video in just 1.9 seconds compared to the standard implementation which took 184 seconds [10]. - For a 14B model generating a 5-second 720P video, TurboDiffusion reduced the generation time from over 4549 seconds to just 38 seconds, achieving a speedup of about 120 times [14][17]. Group 3: Core Technologies - TurboDiffusion employs four key technologies: 1. SageAttention for low-bit quantization of attention mechanisms, enhancing GPU performance [24]. 2. Sparse-Linear Attention (SLA) to reduce redundant calculations in sparse computing, further accelerating inference [24]. 3. rCM step distillation to minimize the number of diffusion steps required without sacrificing quality [24]. 4. W8A8 INT8 quantization for linear layers, optimizing speed and reducing memory usage [24][26]. Group 4: Industry Impact - The introduction of TurboDiffusion is seen as a pivotal moment in the AI video generation industry, transitioning from a niche, time-consuming process to a more accessible and rapid content creation tool [29]. - The technology has already been integrated into various leading tech companies' products, showcasing its potential for significant economic benefits [26].
QuestMobile:豆包、DeepSeek、元宝周活跃用户位居前三
Feng Huang Wang· 2025-12-23 05:17
Group 1 - The active user rankings for AI-native apps have changed significantly, with Doubao, DeepSeek, and Yuanbao leading the list with weekly active users of 155 million, 81.56 million, and 20.84 million respectively [1] - The second tier includes Antifufu, Qianwen, and Doubao Aixue, with weekly active users of 10.25 million, 8.72 million, and 7.22 million respectively [1] - From July to November 2025, the industry chain completed 186 financing events, amounting to 33.67 billion yuan, a 20.8% increase compared to the first half of the year [1] Group 2 - Over 200 AI applications were launched from July to November 2025, with AI application plugins, PC web versions, and AI-native apps accounting for 81.5%, 10.7%, and 7.8% respectively [2] - Vertical applications that deeply understand user personalization needs and pain points have become breakthroughs, with AI image processing, AI professional consulting, AI efficiency office, AI social interaction, and AI copywriting accounting for 24.9%, 18.5%, 6.8%, 5.9%, and 5.9% respectively [2] - As of November 2025, eight major manufacturers have launched a total of 409 large models, with single-modal, multi-modal, and full-modal models accounting for 61.4%, 36.7%, and 1.9% respectively [1]
国产芯片望迎“DeepSeek时刻”?上游产业链异动上行,半导体设备ETF(561980)早盘涨逾3%!
Ge Long Hui A P P· 2025-12-22 03:03
Group 1 - The semiconductor industry is experiencing a significant rally, with major stocks in the chip supply chain seeing substantial gains, particularly in the storage and upstream equipment sectors [1] - The semiconductor equipment ETF (561980) rose nearly 3.8% at one point, closing with a gain of 3.19% and a trading volume of 200 million yuan [1] - Key stocks such as Kema Technology hit the daily limit, while Shanghai Xinyang surged over 15%, and several other stocks increased by more than 7% [1] Group 2 - Bloomberg reported that China's chip technology is advancing rapidly, potentially leading to a "DeepSeek moment" by 2026 or 2027, which could disrupt Nvidia and its supply chain [1] - Domestic chip manufacturers are accelerating their IPOs to secure funding essential for achieving technological self-reliance and competing globally in AI [1] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with over 90% of its components coming from the equipment, materials, and integrated circuit design sectors [2] Group 3 - AI demand is driving global storage and advanced process capacity expansion, with expectations for accelerated domestic expansion in 2026-2027 [2] - Domestic equipment manufacturers are seeing a positive trend in orders, and companies with strong market positions in storage equipment are likely to benefit [2] - The storage sector is experiencing price increases, and major companies expect positive performance trends in Q4, indicating structural opportunities despite limited output next year [2]
2025“年度字词”揭晓:“韧”,“深度求索(DeepSeek)”
Xin Hua She· 2025-12-19 03:14
Core Viewpoint - The "Chinese Language Inventory 2025" event revealed the annual character "韧" (Resilience) and the annual phrase "深度求索" (DeepSeek) on December 19, 2025, highlighting the importance of language in recording life and societal changes in China [1] Group 1 - The event is co-hosted by the National Language Resources Monitoring and Research Center, Commercial Press, and Xinhua Net, marking the 20th anniversary of the "Chinese Language Inventory" initiative [1] - The initiative encourages the public to use language to document life and describe social changes from a Chinese perspective [1] - The organizers stated that the "Chinese Language Inventory" will continue to use the Chinese language as a medium to promote cultural heritage and mutual learning among civilizations [1]
“天才少女”罗福莉首秀:小米MiMo大模型,比DeepSeek更便宜、推理速度快三倍
Tai Mei Ti A P P· 2025-12-17 07:15
Core Insights - Xiaomi is making significant advancements in the AI large model sector, highlighted by the introduction of the MiMo-V2-Flash model, which boasts 309 billion total parameters and 15 billion active parameters, ranking among the top open-source models globally [2][3] - The company plans to invest 200 billion yuan (approximately 28.5 billion USD) in research and development over the next five years, with an expected R&D expenditure of 32-33 billion yuan (approximately 4.5-4.7 billion USD) for the current year [6] Model Development - MiMo-V2-Flash is designed to be cost-effective and faster, outperforming competitors like DeepSeek-V3.2 in inference speed by three times while being slightly cheaper [3] - The model has been open-sourced, providing developers with access to all model weights and API for integration into Web Coding IDE [5] Future AI Capabilities - The next generation of intelligent systems must evolve from merely answering questions to completing tasks, requiring enhanced memory, reasoning, and planning capabilities, as well as an Omni-modal perception ability [5] - A physical model is essential for AI evolution, enabling interaction with the real world and understanding physical laws, which current models lack [5] Financial and User Metrics - Xiaomi's global monthly active users have reached 742 million, with its AIoT platform connecting 1.04 billion devices and over 15,000 hardware partners [7] - The company has opened its CarIoT platform to the automotive industry, collaborating with major car manufacturers like BYD and GAC Toyota [7]