Core Viewpoint - The anticipation for DeepSeek's R2 model continues, but the company has instead released a minor upgrade for the R1 model, which can now be tested on various platforms. The specifics of the upgrade have not been disclosed, and the R2 model's rumored specifications remain unconfirmed [1][2][3]. Summary by Sections DeepSeek R1 Upgrade - DeepSeek has completed a "small-scale trial upgrade" for the R1 model, inviting users to test it on their official platforms. The API interface and usage methods remain unchanged [2]. - The R1 model, launched in January, has outperformed Western competitors on several standardized metrics while reportedly costing only a few million dollars, leading to a significant drop in global tech stocks as investors reassess the need for large investments in AI services [2]. Anticipation for R2 Model - There are ongoing rumors regarding the R2 model, suggesting it may have a staggering parameter scale of 1.2 trillion, nearly double that of R1's 671 billion parameters. This would place it on par with leading models like GPT-4Turbo and Google's Gemini 2.0 Pro [3]. - The dynamic activation parameters for R2 are reported to be 78 billion, with actual computational consumption being only 6.5% of the total parameters, which could significantly reduce operational costs while maintaining high performance [3]. Industry Expansion and Applications - Despite a decline in DeepSeek's popularity, its technology continues to expand across various industries. For instance, Tibet University has launched the "Tibet Smart Language" platform using DeepSeek, and the local government has deployed the model for smart governance applications [4]. - Companies like Luckin Coffee and Zhongke Jiangnan are integrating DeepSeek's technology into their operations, enhancing customer interaction and financial services through AI [4]. Broader Implications and Market Trends - A recent article highlights DeepSeek's milestone in achieving efficient computation and low-cost training, which could reshape global AI competition by promoting open-source strategies and breaking the Western monopoly [5]. - The article emphasizes the need for China to overcome geopolitical and technological challenges to leverage opportunities in the AI sector, suggesting that the future of AI in China depends on technological resilience and strategic upgrades [5]. Investment Recommendations - In light of global uncertainties, sectors such as commercial aerospace, AI, new energy, and quantum technology are recommended for investment due to their innovation capabilities and supply chain security. The "DeepSeek moment" could catalyze growth in these areas [6].

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].