Seek .(US:SKLTY) Hua Xia Shi Bao·2025-06-25 06:44Group 1 - The core viewpoint of the articles highlights a shift in the AI industry from large model development to application-focused strategies, with companies like DeepSeek and Manus leading the way in this transition [1][5][7] - The investment logic in the AI sector has changed, with a focus on application investments rather than foundational model investments, as evidenced by the reduced financing amounts and the cautious approach of investors [6][7][9] - The "AI Six Tigers" have shown varied commercial progress, with companies like Zhipu and Zero One Wanwu making strides in B-end applications, while others like MiniMax and Moon Shadow focus more on C-end applications [9][10][11] Group 2 - DeepSeek has established itself as a dominant player, with significant backing and no immediate need for external financing, while other companies in the "AI Six Tigers" have struggled to secure new funding [6][8] - The emergence of new models from competitors like MiniMax and Moon Shadow indicates a competitive landscape where companies are striving to outperform DeepSeek [2][3] - The trend towards intelligent agents has become a consensus among AI companies, with multiple firms launching their own agent products in response to market demands [4][11] Group 3 - Companies are increasingly focusing on building differentiated competitive barriers in vertical markets to survive the ongoing industry reshuffle [1][12] - The commercial viability of AI applications is being tested, with a notable emphasis on B-end markets as a more sustainable path for revenue generation compared to C-end markets [11][12] - The overall investment landscape is evolving, with a greater emphasis on practical applications of AI technology across various industries, reflecting a broader market demand for AI solutions [7][12]