DeepSeek强势崛起：AI创新狂潮下的安全警钟

Investment Rating - The report indicates a strong investment outlook for the AI industry, particularly highlighting DeepSeek's disruptive potential in the market [1]. Core Insights - DeepSeek has emerged as a significant player in the AI sector, leveraging its unique "brain neural sparsification algorithm" and "Mixture of Experts (MoE) architecture" to achieve a model training cost of only $5.58 million, while matching the performance of leading closed-source models like GPT-4o and Claude-3.5-Sonnet [2]. - The company's commitment to open-source and free commercial use has democratized access to AI technology, enabling global developers to build upon its models, thus lowering the entry barrier for small and medium enterprises [2]. - DeepSeek's rise has disrupted the AI hardware market, shifting demand from training to inference, challenging Nvidia's GPU monopoly, and leading to significant market value losses for established players [2]. Summary by Sections Section 1: DeepSeek's Transformation - DeepSeek's innovative algorithms have positioned it as a game-changer in the AI landscape, prompting a shift from a "burning money" competition to an efficiency revolution [2]. - The collaboration with global developers has accelerated application deployment and forced Silicon Valley companies to rethink their business models [2]. Section 2: Security Challenges - DeepSeek's rapid growth has been accompanied by unprecedented security threats, with large-scale cyberattacks beginning in January 2025, marking a record in the AI industry for intensity and complexity [4]. - The attacks involved multiple phases, including reflection amplification attacks and sophisticated distributed denial-of-service (DDoS) strategies, utilizing compromised cloud resources from major platforms [5]. - The incidents highlight the urgent need for AI model vendors to enhance their cybersecurity measures, as the open nature and high computational demands of AI models make them prime targets for cybercriminals [5].