在2025年春节阖家欢聚的氛围中，AI领域一匹“黑马” 深度求索 （ Deepseek ）火遍大江南北。这家中国企业携创新产品强势出圈，在全球范围引发关注热潮，其影响从技术前沿渗透到资本市场，不仅带动港股、美股相关概念股大幅波动，还促使国际科技巨头紧急调整战略。

1月20日，DeepSeek正式发布DeepSeek-R1模型，并同步开源模型权重。DeepSeek模型的横空出世掀起行业浪潮，多家公司迎来“破圈时刻”：在软件端，一批上市公司宣布接入DeepSeek，加速自身AI应用产品升级；在硬件端，端侧AI迎来 ...

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The efficiency gains of DeepSeek’s AI models startled the power industry, which is set to invest billions in electricity ...

Chinese investors are rushing into AI-related stocks, betting the artificial intelligence advance of home-grown startup ...

Alibaba's AI advancements and promising financial growth make it a compelling stock with significant upside potential. Read ...

它引发了金融恐慌，令从华尔街到硅谷的美国人感到不安，并引起了全世界的关注。因为它，美国科技股市值在一天之内蒸发了1万亿美元。它让人们对人工智能 (AI)热潮的基本假设提出了质疑。这也意味着，美国和中国争夺科技霸权和未来控制权的战斗真正打响。

The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.

DeepSeek has launched an AI model that was reportedly developed with significantly less computational power than traditional ...

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and ...

Arm上一财季许可类型业务和版税类型业务的销售额分别同比增长14%以及23%，但是这家芯片设计公司周三在业绩展望中表示，截至3月的2025财年第四季度总营收将在11.8亿美元至12.8亿美元之间。尽管这一预测较之前有所上调，并且与华尔街分析师们的平均预期基本一致，但部分分析师预计总营收可能高达13.3亿美元。对于市值高达1800亿美元且2024年以来乘着AI热潮股价暴涨150%的Arm来说，这份平 ...

DeepSeek’s progress on AI without the same amount of spending could possibly undermine the potentially $500 billion AI investment by OpenAI, Oracle and SoftBank that Trump touted at the White House.