Seek .(US:SKLTY) 3 6 Ke·2025-09-05 12:48Core Viewpoint - DeepSeek is developing a new AI model with advanced AI Agent capabilities, aiming to compete directly with OpenAI's offerings, with a planned release in Q4 of this year [2][4]. Group 1: AI Agent Development - The new AI system will learn from past actions and improve itself, capable of completing complex tasks with minimal user input [4][7]. - AI agents are seen as the next significant development in AI, differing from traditional chatbots by having autonomous decision-making and task execution capabilities [7][10]. - The industry is recognizing 2025 as a pivotal year for AI agents, with DeepSeek's entry into this space being a strategic move [10][12]. Group 2: Market Context and Competition - DeepSeek's previous model, R1, was released nearly nine months ago, and the upcoming product is expected to revitalize the company's market presence [4][22]. - The competitive landscape includes major players like Microsoft and Google, as well as domestic giants such as Alibaba and Tencent, all of whom are investing in AI agents [10][19]. - DeepSeek's market share has significantly declined, with a reported 72.2% drop in monthly downloads from 81.1 million to 22.6 million [23][24]. Group 3: Challenges and Expectations - DeepSeek faces challenges such as slow response times, user attrition, and a need for a significant breakthrough to regain market confidence [22][26]. - The company has been criticized for not adequately addressing user needs and for its slow product rollout, leading to skepticism about its future [22][23]. - There is anticipation regarding whether DeepSeek can deliver a "big surprise" that could restore its former success in the AI market [27].