360 Security Technology (SH:601360) 第一财经·2025-07-23 10:05Core Viewpoint - The article discusses the advancements in China's AI industry, particularly focusing on the shift towards domestic chip procurement and the implications of AI technology on security and product development. Group 1: Domestic Chip Procurement - 360 Group is shifting its chip procurement towards domestic products, specifically Huawei's chips, despite acknowledging the performance gap compared to NVIDIA's H20 chips [1][2] - The founder emphasizes the importance of using domestic chips to foster development and improve their performance over time [1] Group 2: DeepSeek and AI Models - DeepSeek's recent decline in traffic is not indicative of its overall value, as many large models and industry agents continue to rely on it for adjustments [2] - The launch timeline for DeepSeek-R2 remains uncertain, but it has set a precedent for the Chinese large model industry by promoting an open-source approach [2] Group 3: AI Security Challenges - The accessibility of large models poses new security risks, allowing individuals without programming skills to execute dangerous operations, such as data leaks [3][4] - Hackers are evolving their tactics by embedding their skills into AI models, creating "hacker agents" that can operate autonomously and at scale [4] Group 4: Future Product Development - 360 is planning to enter the AI glasses market, with the founder expressing concerns about the practicality and functionality of such devices [4]