Seek .(US:SKLTY) Xin Lang Cai Jing·2026-01-15 06:02Core Insights - DeepSeek, a Chinese AI startup, is set to launch its next-generation AI model V4 in mid-February, which is expected to outperform competitors like Anthropic's Claude and OpenAI's GPT series [1] - The rapid development of AI models in China, particularly by DeepSeek, has significantly narrowed the gap with the US in the AI sector over the past year [2] Group 1: Company Developments - DeepSeek's R1 model was launched last year and completed training in just two months at a fraction of the cost incurred by US companies, achieving comparable performance to ChatGPT and Meta's Llama [2] - Chinese open-source AI models account for nearly 30% of global AI technology usage, with companies like Alibaba's Qwen model gaining traction among developers worldwide [3] - Alibaba has released nearly 400 open-source models, with over 18 million downloads, showcasing its significant role in the global AI landscape [3] Group 2: Competitive Landscape - The US AI strategy focuses on high-end capabilities, closed-source models, and platform products, while China's approach emphasizes open-source, engineering efficiency, and rapid industrial deployment [4][5] - While the US leads in cutting-edge model capabilities, China excels in engineering efficiency and speed of implementation, with no significant time lag in these areas [5] Group 3: Future Trends - The next significant advancements in AI are expected to occur in areas such as humanoid robots integrated with large models, industrial AI models for complex processes, and breakthroughs in low-cost inference and edge computing [10] - The AI toy industry is projected to reach a milestone of 1 million units sold, which will generate substantial interaction data, enhancing the AI models' capabilities and establishing AI toys as essential items in daily life [11]