未知机构：据知情人士透露DeepSeek对其计划保持沉默预计不会像去年那样发布重大更新-20260203

Summary of Conference Call Notes Company Overview - The company discussed is DeepSeek, which is involved in the development of advanced AI models, specifically focusing on their V3 and upcoming V4 model series. Key Points and Arguments - DeepSeek is expected to remain silent about its plans and is unlikely to release significant updates this year, contrasting with the previous year’s activity [1] - The company may only implement minor updates to its V3 model series [2] - The next flagship model, V4, is anticipated to be a trillion-parameter foundational model, indicating a substantial increase in model size [3] - The rapid expansion of the model's scale has slowed down the training process, resulting in delays in the release timeline [4]