今日，DeepSeek发布两个正式版模型： DeepSeek-V3.2 和 DeepSeek-V3.2-Speciale。 DeepSeek-V3.2强化Agent能力，官方网页端、App 和 API 均已更新为正式版 DeepSeek-V3.2。 Speciale 版本目前仅以临时 API 服务形式开放，以供社区评测与研究。 ...

新浪科技讯 12月1日晚间消息，继两个月前发布实验性的 DeepSeek-V3.2-Exp后，DeepSeek今日宣布同 时发布两个正式版模型：DeepSeek-V3.2 和 DeepSeek-V3.2-Speciale。 在高度复杂任务上，Speciale 模型大幅优于标准版本，但消耗的 Tokens 也显著更多，成本更高。目 前，DeepSeek-V3.2-Speciale 仅供研究使用，不支持工具调用，暂未针对日常对话与写作任务进行专项 优化。（文猛） 责任编辑：何俊熹 据悉，DeepSeek-V3.2 的目标是平衡推理能力与输出长度，适合日常使用，例如问答场景和通用 Agent 任务场景。在公开的推理类 Benchmark 测试中，DeepSeek-V3.2 达到了 GPT-5 的水平，仅略低于 Gemini-3.0-Pro；相比 Kimi-K2-Thinking，V3.2 的输出长度大幅降低，显著减少了计算开销与用户等待 时间。 DeepSeek-V3.2-Speciale 的目标是将开源模型的推理能力推向极致，探索模型能力的边界。V3.2- Speciale 是 DeepSeek-V3.2 的长思 ...

Core Insights - DeepSeek has released two official model versions: DeepSeek-V3.2 and DeepSeek-V3.2-Speciale [1] - The main goal of DeepSeek-V3.2 is to balance reasoning capability with output length, making it suitable for everyday use cases such as Q&A and general agent tasks [1] - The DeepSeek-V3.2-Speciale version aims to push the reasoning capabilities of open-source models to the extreme, exploring the boundaries of model capabilities [1] Summary by Categories - **Product Launch** - DeepSeek has updated its official website, app, and API to the official version of DeepSeek-V3.2 [1] - The Speciale version is currently available only as a temporary API service for community evaluation and research [1] - **Model Objectives** - DeepSeek-V3.2 is designed for daily applications, focusing on practical scenarios like Q&A and general agent tasks [1] - DeepSeek-V3.2-Speciale is focused on maximizing the reasoning capabilities of the model, aiming to explore its limits [1]

DeepSeek宣布发布两个正式版模型——DeepSeek-V3.2和DeepSeek-V3.2-Speciale。DeepSeek-V3.2 的目标是平衡推理能力与输出长度，适合日常使用，例如问答场景和通用 Agent 任务场景。DeepSeek-V3.2-Speciale 的目标是将开源模型的推理能力推向极致，探索模型能力的边界，目前仅以临时API服务形式开放。 https://t.co/5H2JcHJgeN ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 DeepSeek宣布同时发布两个正式版模型：DeepSeek-V3.2 和 DeepSeek-V3.2-Speciale。DeepSeek-V3.2 的 目标是平衡推理能力与输出长度，适合日常使用，例如问答场景和通用 Agent 任务场景。DeepSeek- V3.2-Speciale 的目标是将开源模型的推理能力推向极致，探索模型能力的边界。 ...

温馨提示 ： 点击下方图片，查看运营团队最新（12月）原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 近期聊二级市场多一些，聊具身智能赛道一级市场少一些；主要原因是一级市场可聊的点不多，聊得深容易被要 求删稿，年初观点现在仍旧适用，聊得潜无外乎资讯输出（融资、订单等），行业创企早期文章基本都聊到过， 除了融资外，其他并没有太大实质进展，因此基本以星球内输出为主。 简单聊一下一级市场：1）赛道仍旧火爆，资本热情不减 （核心原因： 其他赛道可炒的点不多，大模型大厂已涌入，创企 窗口期已过 ） ，行业仍旧存在各种"非共识"，窗口期仍没过，新晋创企源源不断； 2） 技术迎来瓶颈期， 头部创 企从画技术大饼到纷纷聊商业化，在手搓机器人阶段， 大额订单泛滥，以战略订单和数采订单为主；3）商业场 景没有跑通，仍旧停留在科研教育、展览娱乐、数采等场景，轮式会相对快一些；4）头部创企们却已争相IPO （懂得都懂）；整体而言，乱象较多和泡沫较大 ...

【环球网财经综合报道】日前，北京市科委、中关村管委会发布《北京人工智能产业白皮书（2025）》预测，各类AI Agent将迎来爆发式增长。具身智能的发展将实现从信息处理到物理作业的跨越。 白皮书指出，人工智能将促进技术普惠发展；端侧智能催生应用新蓝海，智能手机、个人电脑、智能汽车等端侧设备 将具备更强的智能处理能力。白皮书初步估算2025年全年，北京AI产业规模有望超过4500亿元。 NBCNEWS也发文提到，美国越来越多的硅谷公司正在采纳中国生产的性能强大且可免费定制的开源人工智能模型， 如DeepSeek的R1和阿里巴巴的Qwen，以降低成本和提高效率，这些中国模型在技术上接近甚至超越美国封闭模型。 这引发了关于美国人工智能行业可能依赖外国技术以及本土封闭模型策略是否合理的讨论，尽管美国公司仍保有在人 工智能能力前沿的优势，但中国模型的崛起和对外开放策略正挑战着美国在开源领域的领导地位。 新加坡海峡时报近日发文称，中国的人工智能发展迅速，特别是在生成式AI领域，挑战了美国的领先地位。AI将增加 下一个十年的生产力增长，推动经济增长；在最好的情况下，它将驱动人类经历类似于工业革命的转型。 ...

Core Insights - The emergence of ChatGPT has significantly revitalized the global market, leading to a 64% increase in the S&P 500 index, with Nvidia's stock soaring by 979% and seven major tech companies contributing nearly half of the index's gains [2][3][8] - The AI revolution initiated by ChatGPT has not only transformed the tech and financial sectors but has also introduced a new era filled with immense opportunities and high uncertainty for investors and society at large [3][5] Market Recovery - ChatGPT was launched during one of the worst financial environments since the financial crisis, with the S&P 500 index having dropped 25% from its peak by October 2022 [6] - The announcement of ChatGPT provided a crucial turning point for the market, shifting investor focus from macroeconomic gloom to the bright prospects of technological innovation [6][7] AI Arms Race - The AI industry is characterized by a lack of permanent winners, with frequent leadership changes and emerging competitors like DeepSeek and Google's Gemini 3 challenging established players like OpenAI [4][10][12] - OpenAI's valuation skyrocketed from $14 billion to $500 billion, reflecting the intense competition and rapid changes within the AI sector [9] Concentration of Growth - The seven largest tech companies, including Nvidia, Microsoft, and Apple, have seen their combined market capitalization rise from approximately 20% to 35% of the S&P 500 index, raising concerns about market concentration risks [8] Bubble Concerns - Industry leaders, including OpenAI's CEO, have acknowledged the potential for a bubble in the AI sector, drawing parallels to the late 1990s internet bubble [14] - The societal impact of AI is profound, with concerns about job security and the future of work, particularly among younger generations [15]

Core Viewpoint - The article discusses the increasing adoption of Chinese open-source AI models by Silicon Valley startups, highlighting their competitive advantages over traditional closed-source models from American companies like OpenAI and Anthropic. This shift raises questions about the sustainability of the closed-source model approach in the U.S. AI industry [1][4][10]. Group 1: Adoption of Chinese AI Models - Many U.S. AI startups are increasingly utilizing Chinese open-source AI models due to their lower costs, higher customization, and strong privacy protection, with some models performing comparably to leading American models [1][4][6]. - Reflection AI, a startup founded by Misha Laskin, aims to provide American alternatives to these high-performance Chinese models, reflecting a growing trend in the industry [2][4]. - The acceptance of Chinese models is seen as a potential challenge to the U.S. AI industry, as investors have heavily backed American companies, raising doubts about the actual advantages of U.S. models [4][10]. Group 2: Performance and Cost Efficiency - Chinese models like DeepSeek and Alibaba's Tongyi Qianwen have made significant technological advancements, closing the performance gap with American closed-source models [5][9]. - Companies like Exa have reported that running Chinese models on their own hardware can be faster and cheaper than using models from OpenAI or Google [4][5]. - The cost-effectiveness of open-source models is crucial for startups, with some users preferring local processing for privacy reasons, further driving the adoption of Chinese models [6][7]. Group 3: Ecosystem and Community Support - The growing ecosystem around Chinese open-source models is attracting more developers, as these models are often accompanied by extensive training resources and community support [7][8]. - Platforms like Kilo Code show a preference for Chinese models among developers, indicating a shift in the default starting point for model customization [8][9]. - The rapid release cycle of Chinese models, with Alibaba launching new models approximately every 20 days, contrasts with the slower pace of American companies, highlighting a competitive edge [9][10]. Group 4: U.S. Response and Future Outlook - The U.S. government has recognized the need to encourage the development of open-source AI models, as evidenced by the release of the AI Action Plan and new open-source initiatives from companies like OpenAI and the Allen Institute [12][13]. - The ATOM initiative aims to reclaim the U.S. leadership position in open-source models, emphasizing the importance of maintaining a competitive edge in the AI landscape [13].

Core Insights - The report highlights the rapid evolution of the global AI industry, transitioning from "model competition" to "systematic construction," indicating strong momentum for long-term industrial upgrades [2][3] - Key technological breakthroughs are driving the industry forward, with Anthropic's Claude Opus 4.5 model demonstrating near top engineer-level performance in complex engineering tasks, marking a significant step towards practical applications of AI in engineering [3][5] - The report emphasizes the increasing penetration of AI into consumer electronics and daily life, with Alibaba's Quark launching AI glasses that enhance multi-modal interaction capabilities, indicating a shift from novelty products to practical functionalities in consumer-grade AI hardware [4][6] Weekly Perspective - The AI industry is experiencing a multi-faceted resonance of technological breakthroughs, application expansion, and industrial policies, showcasing a critical phase of cross-domain collaboration [2] - The focus on embodied intelligence remains high, with Xiaomi's release of the MiMo-Embodied model, which integrates indoor task planning and road environment perception, reflecting the acceleration of exploration in universal intelligent frameworks by leading domestic manufacturers [4][5] - The report notes that the current market sentiment is increasingly concerned with the real revenue contributions of AI businesses and the ability of companies to implement these technologies effectively [6] Key Events - Anthropic's Claude Opus 4.5 was released, achieving significant improvements in code generation and system debugging, outperforming all human candidates in internal tests [5] - DeepSeek launched the DeepSeekMath-V2 model, which utilizes a self-verification framework to enhance the reliability of mathematical proofs, achieving gold medal levels in top competitions [5] - Xiaomi's MiMo-Embodied model is the first to cover both embodied intelligence and autonomous driving, supporting various core tasks and setting new benchmarks in multiple tests [5] Market Dynamics - The report indicates a concentration of market activity around AI upstream hardware leaders, with a noted decrease in the success rate and odds of chasing after high valuations due to increased uncertainty [6] - There is potential for significant returns in the downstream AI applications sector, which is viewed as a "bullish option," suggesting proactive positioning ahead of expected market movements [6]