Core Viewpoint - DeepSeek's recent update to version V3.1 has disappointed many users who were eagerly awaiting the release of the R2 model, which has been delayed for several months, leading to a decline in the company's popularity and user engagement [2][3][10] Group 1: Product Updates - DeepSeek released V3.1 on August 21, which ranked third on HuggingFace's trend list, but many users expressed dissatisfaction and called for the return of the previous R1 model [2][3] - The V3.1 update features a hybrid reasoning architecture that combines thinking and non-thinking modes, enhancing efficiency and aligning with trends seen in other major models like GPT-5 [4] - V3.1 offers faster response times and improved agent capabilities, with an expanded context of 128K after the API upgrade [5] Group 2: Pricing Changes - Starting September 6, DeepSeek will adjust its API pricing to 0.5 RMB per million tokens for cache hits, 4 RMB for cache misses, and 12 RMB for output, representing a middle ground between previous versions [5] Group 3: Competitive Landscape - Other domestic AI models, such as those from Zhiyu and Alibaba, are rapidly updating and releasing new features, creating a competitive environment that DeepSeek is struggling to keep up with [7][8] - The overall market for large models is intensifying, with significant advancements from both domestic and international competitors, including OpenAI's GPT-5 and Google's Genie 3 [9] Group 4: User Engagement and Market Position - DeepSeek's website traffic has been declining for four consecutive months, with a 9.63% average monthly decrease, and its app's monthly active users fell to 82.93 million in July, marking a significant drop [10]

Group 1 - Beijing aims to establish a global first-release center to support the transformation and upgrading of commercial areas, encouraging global premium brands to set up flagship and concept stores in the city [1] - The Yangtze River Delta region's import and export value reached 5.29 trillion yuan in the first four months, marking a historical high, with significant growth in cross-border e-commerce and high-end equipment exports [3] - Fuyou University announced a reduction in its undergraduate enrollment plan for 2025 from 100 to 50 students, optimizing the teacher-student ratio to 6:1 to enhance academic guidance and practical opportunities [4][6] Group 2 - Alibaba's Tongyi Qianwen 3 model achieved over 12.5 million downloads globally within a month of its open-source release, making it one of the most popular open-source models [6] - Wang Ning, founder of Pop Mart, became the new richest person in Henan with a net worth of $20.3 billion, surpassing the previous record holder, Qin Yinglin, whose net worth is $16.3 billion [7] - OpenAI reported an annual recurring revenue of $10 billion, nearly doubling from $5.5 billion the previous year, driven by the success of ChatGPT and partnerships with major tech companies [9] Group 3 - Ubisoft announced the official release of "Prince of Persia: Rogue" in August, with a price increase from 78 yuan to 98 yuan [10] - Amazon is accelerating its development of humanoid robots, utilizing open-source large language models like DeepSeek and Alibaba's Tongyi Qianwen for robot control [12] - Capcom officially announced the ninth installment of the "Resident Evil" series, titled "Resident Evil: Requiem," set to release on February 27, 2026 [13] - Ubisoft revealed the upcoming release of "Anno 117: Pax Romana" on November 14, 2025, with pre-order prices starting at 298 yuan [15] Group 4 - Meta is in talks to invest over $10 billion in AI startup Scale AI, potentially setting a record for private company financing [17]

1.【 阿里千问3全球下载量破千万 】6月9日消息，记者获悉，阿里通义千问3大模型开源一个月全球 累计下载量突破1250万。在Hugging Face、魔搭社区和Ollama等主流AI开源平台上，千问3的 0.6B、8B、30B和32B四种尺寸模型下载量均突破百万。Hugging Face数据还显示，千问系列衍生 模型数量已超13万个，位列全球第一。（界面新闻） 2. 【Canalys：预计2025年AI手机渗透率将达到34%】 6月9日消息， Canalys预计2025年AI手机 渗透率将达到34%，端侧模型的精简以及芯片算力的升级将进一步助推AI手机向中端价位段渗透。 2025年芯片厂商发布的新款次旗舰SoC已经具备了流畅运行端侧大模型的能力，Deepseek的出现也 在很大程度上降低了大模型对于芯片算力的开销，在这两大因素的共同作用下，2025-2026年AI手 机仍预计会保持高速渗透的趋势。（科创板日报） 3. 【周鸿祎解读DeepSeek更新：中美AI实力已经势均力敌】360公司创始人周鸿祎6月9日发文解读 DeepSeek更新。他表示，此次DeepSeek-R1模型的小版本更新，使得DeepSee ...

Group 1 - Latin America presents numerous untapped opportunities compared to the highly competitive Southeast Asia and Middle East markets, making it a potential "golden coast" for investment [2] - Chinese automotive companies have been eyeing the Brazilian market for over a decade, seeking the right strategy to penetrate the South American market [3] - The first meeting of the China-U.S. economic and trade consultation mechanism is taking place in the UK, with expectations for fruitful discussions [4][5] Group 2 - Changan Automobile has established a global presence with plans for 20 overseas factories, of which 9 are already operational, and has expanded into over 100 countries [6] - Xiaomi's SU7 Ultra will be featured in the Gran Turismo 7 game, marking the first time a Chinese car is included in the series [6] - SHEIN has denied reports of plans to increase its Indian supplier base from 150 to 1000 within a year [7] - Yigcloud Technology has completed a nearly 100 million yuan Pre-B round of financing, aimed at enhancing its AI-driven enterprise office support platform [7] - Jianlin Home plans to invest 319 million yuan to expand its production capacity in Thailand [7] Group 3 - China's exports in May increased by 4.8% year-on-year, while imports decreased by 3.4%, resulting in a trade surplus of 103.22 billion USD [8] - Trade with African countries reached a record high in the first five months of the year, with a 12.4% year-on-year increase [8] - The ASEAN region has become China's largest trading partner, with trade value growing by 9.1% in the first five months [8] - Exports of electric vehicles from China grew by 19% in the first five months, while industrial robots saw a significant increase of 55.4% [9]