Core Viewpoint - DeepSeek is expected to release its R2 model, but as of now, only a minor upgrade to the R1 model has been announced, leading to speculation about the company's future impact on the tech stock market [1][3]. Group 1: DeepSeek Model Updates - DeepSeek has completed a minor version upgrade of the R1 model, which can now be tested on its official website, app, and mini-programs, while the API interface remains unchanged [1]. - The R1 model, released in January, outperformed Western competitors on several standardized metrics and was developed at a cost of only a few million dollars, causing a significant drop in global tech stocks [2]. - There are rumors that the upcoming R2 model may have a staggering parameter scale of 1.2 trillion, nearly double that of the R1 model's 671 billion parameters, but these claims have not been officially confirmed [3]. Group 2: Industry Adoption and Expansion - Despite a decline in DeepSeek's popularity, its technology is being adopted across various sectors, including education and government services, with notable implementations in Tibet and by companies like Luckin Coffee [4]. - The launch of the "藏大智言" DeepSeek platform by Tibet University and the deployment of DeepSeek's model in local government services highlight its expanding influence [4]. - Companies like Zhongke Jiangnan are utilizing DeepSeek to develop AI assistants for financial services, indicating a growing trend of integrating AI into business operations [4]. Group 3: Broader Implications and Market Trends - DeepSeek's advancements are seen as a significant milestone in achieving efficient computation and low-cost training, potentially reshaping the global AI competitive landscape [5]. - The company’s strategy of open-source and cost-effective solutions aims to democratize technology and challenge the existing Western dominance in AI [5]. - Analysts suggest that sectors such as commercial aerospace, artificial intelligence, and renewable energy may become new market engines due to technological breakthroughs and policy support, with DeepSeek's developments playing a crucial role [6].
刚刚!DeepSeek,突传重磅!
券商中国·2025-05-28 13:39