\u5728\u8fd9\u5e45 2025 \u5e74 1 \u6708 27 \u65e5\u62cd\u6444\u7684\u56fe\u7247\u4e2d\u53ef\u4ee5\u770b\u5230 \u4e2d\u56fdDeepSeek \u548c\u7f8e\u56fd ChatGPT \u7684\u5fbd\u6807\u3002\u00a0REUTERS – Dado Ruvic<\/p>\n\n\n\n
\u6587\u7ae0\u6765\u6e90:\u00a0CNN \u00a0\u00a0\u2013 \u65b0\u95fb\u53d6\u81ea\u5404\u5927\u65b0\u95fb\u5a92\u4f53\uff0c\u65b0\u95fb\u5185\u5bb9\u5e76\u4e0d\u4ee3\u8868\u672c\u7f51\u7acb\u573a<\/p>\n\n\n\n
\u5468\u4e00\u79d1\u6280\u80a1\u5360\u6bd4\u8f83\u9ad8\u7684\u7eb3\u65af\u8fbe\u514b\u6307\u6570\u4e0b\u8dcc 3.1%\uff0c\u6807\u666e 500 \u6307\u6570\u4e0b\u8dcc 1.5%\u3002\u53d7\u53ef\u80fd\u53d7\u5230\u4eba\u5de5\u667a\u80fd\u51b2\u51fb\u7684\u533b\u7597\u4fdd\u5065\u548c\u6d88\u8d39\u54c1\u516c\u53f8\u7684\u63d0\u632f\uff0c\u9053\u743c\u65af\u6307\u6570\u4e0a\u6da8 289 \u70b9\uff0c\u6da8\u5e45\u7ea6 0.7%\u3002\u80a1\u5e02\u5f00\u76d8\u65f6\u8dcc\u5e45\u66f4\u5927\u3002<\/p>\n\n\n\n
Meta \u4e0a\u5468\u8868\u793a\uff0c\u4eca\u5e74\u5c06\u5728\u4eba\u5de5\u667a\u80fd\u5f00\u53d1\u4e0a\u6295\u5165\u9ad8\u8fbe 650 \u4ebf\u7f8e\u5143\u3002OpenAI \u9996\u5e2d\u6267\u884c\u5b98 Sam Altman \u53bb\u5e74\u8868\u793a\uff0c\u4eba\u5de5\u667a\u80fd\u884c\u4e1a\u9700\u8981\u6570\u4e07\u4ebf\u7f8e\u5143<\/a>\u7684\u6295\u8d44\u6765\u652f\u6301\u5f00\u53d1\u6240\u9700\u7684\u82af\u7247\uff0c\u8fd9\u4e9b\u82af\u7247\u662f\u8fd0\u884c\u8be5\u884c\u4e1a\u590d\u6742\u6a21\u578b\u7684\u8017\u7535\u6570\u636e\u4e2d\u5fc3\u6240\u5fc5\u9700\u7684\u3002<\/p>\n\n\n\n \u9a6c\u514b\u00b7\u5b89\u5fb7\u68ee (Marc Andreessen) \u662f\u5510\u7eb3\u5fb7\u00b7\u7279\u6717\u666e (Donald Trump) \u603b\u7edf\u7684\u652f\u6301\u8005\uff0c\u4e5f\u662f\u5168\u7403\u9886\u5148\u7684\u79d1\u6280\u6295\u8d44\u8005\u4e4b\u4e00\uff0c\u4ed6\u5728X \u4e0a\u7684\u4e00\u7bc7\u6587\u7ae0<\/a>\u4e2d\u79f0 DeepSeek \u662f\u201c\u6211\u89c1\u8fc7\u7684\u6700\u4ee4\u4eba\u60ca\u53f9\u548c\u6700\u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u7a81\u7834\u4e4b\u4e00\u201d \u3002<\/p>\n\n\n\n \u8003\u8651\u5230\u7f8e\u56fd\u591a\u5e74\u6765\u4e00\u76f4\u4ee5\u56fd\u5bb6\u5b89\u5168\u95ee\u9898\u4e3a\u7531\u9650\u5236\u5411\u4e2d\u56fd\u4f9b\u5e94\u9ad8\u529f\u7387\u4eba\u5de5\u667a\u80fd\u82af\u7247<\/a>\uff0c\u8fd9\u5bb6\u540d\u4e0d\u89c1\u7ecf\u4f20\u7684\u4eba\u5de5\u667a\u80fd\u521d\u521b\u516c\u53f8\u53d6\u5f97\u7684\u60ca\u4eba\u6210\u5c31\u5c31\u66f4\u52a0\u4ee4\u4eba\u9707\u60ca\u4e86\u3002\u8fd9\u610f\u5473\u7740 DeepSeek \u80fd\u591f\u5728\u529f\u7387\u4e0d\u8db3\u7684\u4eba\u5de5\u667a\u80fd\u82af\u7247\u4e0a\u5b9e\u73b0\u5176\u4f4e\u6210\u672c\u6a21\u578b\u3002<\/p>\n\n\n\n \u7f8e\u56fd\u79d1\u6280\u80a1\u5468\u4e00\u906d\u53d7\u91cd\u521b\u3002<\/p>\n\n\n\n \u9886\u5148\u7684 AI \u82af\u7247\u4f9b\u5e94\u5546\u82f1\u4f1f\u8fbe\uff08NVDA<\/a>\uff09\u4e0b\u8dcc\u8fd1 17%\uff0c\u5e02\u503c\u84b8\u53d1 5888 \u4ebf\u7f8e\u5143\u2014\u2014\u8fd9\u662f\u8fc4\u4eca\u4e3a\u6b62\u80a1\u7968\u5355\u65e5\u5e02\u503c\u84b8\u53d1\u7684\u6700\u5927\u4e00\u6b21\uff0c\u662f\u8fd1\u4e09\u5e74\u524d Meta \u521b\u4e0b\u7684 2400 \u4ebf\u7f8e\u5143\u7684\u7eaa\u5f55\u7684\u4e24\u500d\u591a\u3002<\/a><\/p>\n\n\n\n \u4ece\u957f\u8fdc\u6765\u770b\uff0c\u5468\u4e00\u82f1\u4f1f\u8fbe\u7684\u5e02\u503c\u7f29\u6c34\u5e45\u5ea6\u8d85\u8fc7\u4e86\u9664 13 \u5bb6\u516c\u53f8\u4e4b\u5916\u6240\u6709\u516c\u53f8\u7684\u603b\u5e02\u503c\u3002\u82f1\u4f1f\u8fbe\u5f00\u76d8\u65f6\u662f\u5e02\u573a\u4e0a\u6700\u6709\u4ef7\u503c\u7684\u4e0a\u5e02\u516c\u53f8\uff0c\u5e02\u503c\u8d85\u8fc7 3.4 \u4e07\u4ebf\u7f8e\u5143\uff0c\u8fc7\u53bb\u4e24\u5e74\u6765\uff0c\u5176\u80a1\u4ef7\u6bcf\u5e74\u90fd\u7ffb\u4e00\u756a\u4ee5\u4e0a\u3002\u5f53\u65e5\u6536\u76d8\u65f6\uff0c\u8be5\u516c\u53f8\u6392\u5728\u82f9\u679c\u548c\u5fae\u8f6f\u4e4b\u540e\uff0c\u6392\u540d\u7b2c\u4e09\u3002<\/p>\n\n\n\n Meta ( META<\/a> ) \u548c\u8c37\u6b4c\u6bcd\u516c\u53f8Alphabet ( GOOGL ) \u4e5f\u5927\u5e45\u4e0b\u8dcc\u3002Nvidia \u7ade\u4e89\u5bf9\u624b Marvell\u3001Broadcom\u3001Micron \u548c\u53f0\u79ef\u7535\u4e5f\u5747\u5927\u5e45\u4e0b\u8dcc\u3002\u7532\u9aa8\u6587 ( <\/a>ORCL<\/a> )\u3001Vertiv\u3001Constellation\u3001NuScale \u548c\u5176\u4ed6\u80fd\u6e90\u548c\u6570\u636e\u4e2d\u5fc3\u516c\u53f8\u80a1\u4ef7\u4e0b\u8dcc\u3002<\/p>\n\n\n\n \u8fd9\u62d6\u7d2f\u4e86\u6574\u4f53\u80a1\u5e02\uff0c\u56e0\u4e3a\u79d1\u6280\u80a1\u5360\u636e\u4e86\u5e02\u573a\u5f88\u5927\u4e00\u90e8\u5206\u4efd\u989d\u2014\u2014Truist \u5206\u6790\u5e08 Keith Lerner \u8868\u793a\uff0c\u79d1\u6280\u80a1\u7ea6\u5360\u6807\u51c6\u666e\u5c14 500 \u6307\u6570\u7684 45%\u3002<\/p>\n\n\n\n \u201c\u5f52\u6839\u7ed3\u5e95\uff0c\u7f8e\u56fd\u8868\u73b0\u4f18\u5f02\u662f\u7531\u79d1\u6280\u548c\u7f8e\u56fd\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\u63a8\u52a8\u7684\uff0c\u201d\u52d2\u7eb3\u8bf4\u3002\u201cDeepSeek \u6a21\u578b\u7684\u63a8\u51fa\u8ba9\u6295\u8d44\u8005\u5f00\u59cb\u8d28\u7591\u7f8e\u56fd\u516c\u53f8\u7684\u9886\u5148\u5730\u4f4d\uff0c\u4ee5\u53ca\u7f8e\u56fd\u516c\u53f8\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u6295\u5165\u4e86\u591a\u5c11\u8d44\u91d1\uff0c\u4ee5\u53ca\u8fd9\u4e9b\u6295\u5165\u662f\u5426\u4f1a\u5e26\u6765\u5229\u6da6\uff08\u6216\u8d85\u652f\uff09\u3002\u201d<\/p>\n\n\n\n \u672c\u5468\u5c06\u6709\u4e00\u7cfb\u5217\u79d1\u6280\u516c\u53f8\u516c\u5e03\u8d22\u62a5\uff0c\u56e0\u6b64\u4ed6\u4eec\u5bf9 DeepSeek \u7684\u60ca\u4eba\u53cd\u5e94\u53ef\u80fd\u4f1a\u5bfc\u81f4\u672a\u6765\u51e0\u5929\u548c\u51e0\u5468\u7684\u5e02\u573a\u52a8\u8361\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u6295\u8d44\u8005\u6b63\u5728\u5bc6\u5207\u5173\u6ce8\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u3002<\/p>\n\n\n\n \u76db\u5b9d\u94f6\u884c\u9996\u5e2d\u6295\u8d44\u7b56\u7565\u5e08 Charu Chanana \u8868\u793a\uff1a\u201c\u7531\u4e8e\u5730\u7f18\u653f\u6cbb\u62c5\u5fe7\u548c\u5168\u7403\u9700\u6c42\u51cf\u5f31\uff0c\u5305\u62ec DeepSeek \u7b49\u65b0\u8fdb\u5165\u8005\u5728\u5185\u7684\u4e2d\u56fd\u79d1\u6280\u516c\u53f8\u80a1\u4ef7\u5927\u5e45\u6298\u4ef7\u3002DeepSeek \u7684\u5d1b\u8d77\u53ef\u80fd\u4f1a\u91cd\u65b0\u6fc0\u53d1\u6295\u8d44\u8005\u5bf9\u88ab\u4f4e\u4f30\u7684\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u7684\u5174\u8da3\uff0c\u63d0\u4f9b\u53e6\u4e00\u79cd\u589e\u957f\u6545\u4e8b\u3002\u201d<\/p>\n\n\n\n \u8fd9\u4e00\u6d88\u606f\u4e5f\u5f15\u53d1\u4e86\u534e\u5c14\u8857\u5bf9\u975e\u79d1\u6280\u516c\u53f8\u6295\u8d44\u7684\u5de8\u5927\u53d8\u5316\u3002<\/p>\n\n\n\n \u8fd1\u5e74\u6765\uff0c\u7531\u4e8e\u4eba\u5de5\u667a\u80fd\u6570\u636e\u4e2d\u5fc3\u9700\u8981\u5927\u91cf\u7535\u529b\uff0c\u80fd\u6e90\u516c\u53f8\u7684\u80a1\u4ef7\u5927\u5e45\u4e0a\u6da8\u3002\u4f46\u5468\u4e00\uff0c\u5b83\u4eec\u5168\u90fd\u66b4\u8dcc\u3002Constellation Energy ( CEG<\/a> ) \u662f\u4e00\u5bb6\u8ba1\u5212\u91cd\u542f\u4e09\u54e9\u5c9b\u6838\u7535\u7ad9\u4ee5\u7528\u4e8e\u4eba\u5de5\u667a\u80fd\u7684\u516c\u53f8\uff0c\u8be5\u516c\u53f8\u5468\u4e00\u4e0b\u8dcc\u4e86 21%\u3002Vistra ( VST<\/a> ) \u7b49\u7ade\u4e89\u5bf9\u624b\u4e0b\u8dcc\u4e86 28%\uff0cGE Vernova ( GEV<\/a> ) \u4e0b\u8dcc\u4e86 21%\u3002<\/p>\n\n\n\n \u7528\u4e8e\u53d1\u7535\u7684\u5929\u7136\u6c14\u671f\u8d27\u4e0b\u8dcc 5.9%\u3002\u77f3\u6cb9\u4ef7\u683c\u4e0b\u8dcc\u903e 2%\u3002<\/p>\n\n\n\n \u6bd4\u7279\u5e01\u548c\u5176\u4ed6\u52a0\u5bc6\u8d27\u5e01\u4e5f\u5927\u5e45\u4e0b\u8dcc\u3002<\/p>\n\n\n\n \u5c3d\u7ba1\u8fd9\u9879\u6210\u5c31\u4ee4\u4eba\u9707\u60ca\uff0c\u4f46\u5b83\u53ef\u80fd\u4e0d\u8db3\u4ee5\u62b5\u6d88\u7f8e\u56fd\u591a\u5e74\u6765\u5728\u4eba\u5de5\u667a\u80fd\u9886\u57df\u7684\u9886\u5148\u5730\u4f4d\u3002\u800c\u4e14\uff0c\u5927\u91cf\u5ba2\u6237\u8f6c\u5411\u4e2d\u56fd\u521d\u521b\u516c\u53f8\u7684\u53ef\u80fd\u6027\u4e5f\u4e0d\u5927\u3002\u56e0\u6b64\uff0c\u5e02\u573a\u629b\u552e\u53ef\u80fd\u6709\u70b9\u8fc7\u5ea6\u2014\u2014\u6216\u8005\u6295\u8d44\u8005\u53ef\u80fd\u6b63\u5728\u5bfb\u627e\u629b\u552e\u7684\u501f\u53e3\u3002<\/p>\n\n\n\n Third Seven Capital \u5e02\u573a\u7b56\u7565\u5e08\u8fc8\u514b\u5c14\u00b7\u5e03\u6d1b\u514b (Michael Block) \u8868\u793a\uff1a\u201c\u65f6\u95f4\u5c06\u8bc1\u660e DeepSeek \u7684\u5a01\u80c1\u662f\u5426\u771f\u5b9e\u5b58\u5728\u2014\u2014\u7ade\u4e89\u5728\u4e8e\u54ea\u79cd\u6280\u672f\u6709\u6548\uff0c\u4ee5\u53ca\u897f\u65b9\u5927\u516c\u53f8\u5c06\u5982\u4f55\u5e94\u5bf9\u548c\u53d1\u5c55\u3002\u201d\u201c\u7279\u6717\u666e 2.0 \u65f6\u4ee3\u5f00\u59cb\u65f6\uff0c\u5e02\u573a\u8fc7\u4e8e\u81ea\u6ee1\uff0c\u53ef\u80fd\u4e00\u76f4\u5728\u5bfb\u627e\u64a4\u9000\u7684\u501f\u53e3\u2014\u2014\u800c\u4ed6\u4eec\u5728\u8fd9\u91cc\u627e\u5230\u4e86\u4e00\u4e2a\u5f88\u597d\u7684\u501f\u53e3\u3002\u201d<\/p>\n\n\n\n \u4e1a\u754c\u4e5f\u76f8\u4fe1\u8be5\u516c\u53f8\u6240\u8bf4\u7684\u6210\u672c\u975e\u5e38\u4f4e\u3002\u6ca1\u6709\u4eba\u771f\u6b63\u8d28\u7591\u8fd9\u4e00\u70b9\uff0c\u4f46\u5e02\u573a\u6050\u614c\u53d6\u51b3\u4e8e\u8fd9\u5bb6\u76f8\u5bf9\u4e0d\u77e5\u540d\u7684\u516c\u53f8\u662f\u5426\u8bda\u5b9e\u3002<\/p>\n\n\n\n \u5c3d\u7ba1\u6210\u672c\u8282\u7701\u6210\u679c\u53ef\u80fd\u975e\u5e38\u663e\u8457\uff0c\u4f46 R1 \u6a21\u578b\u662f ChatGPT 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