Seek .(US:SKLTY) Sou Hu Cai Jing·2025-07-26 01:37Core Insights - DeepSeek has experienced a dramatic decline in monthly downloads, dropping from over 80 million to around 20 million, a staggering decrease of 72.2% [1][6] - The decline in downloads does not necessarily equate to a loss of user base, as many users are now accessing DeepSeek's models through third-party platforms rather than the official app [2][6] - DeepSeek has shifted its market strategy from broad consumer outreach to focusing on enterprise services and specialized sectors, which has resulted in a decrease in consumer market visibility but improved reputation in professional circles [3][6] Group 1: Download Trends and User Behavior - The sharp drop in official app downloads suggests a potential user exodus, but many users are utilizing DeepSeek's API through integrated third-party applications [2][6] - This indicates that DeepSeek's presence may not have diminished but rather transformed into a more subtle integration within various productivity tools [2][6] Group 2: Strategic Adjustments - DeepSeek has strategically reduced its promotional budget for consumer markets, opting to concentrate on B2B segments such as enterprise services and educational institutions [3][6] - This shift reflects a clearer understanding of its business model and a focus on high-value applications, such as legal document automation and financial modeling [3][6] Group 3: User Experience and Market Expectations - Some users have reported that their experience with DeepSeek has not met their high expectations, leading to negative feedback and a decline in new user downloads [5][6] - The competitive landscape, with rapid advancements from rivals like GPT-4 and Claude, has put pressure on DeepSeek to enhance its model performance and ecosystem [4][5] Group 4: Future Outlook - DeepSeek is at a critical juncture, transitioning from a "viral" product to a "value-driven" platform, where the focus will shift to product quality and service delivery [5][6] - The company must stabilize its core technology and improve user experience to potentially regain market favor and achieve commercial success [6][8]