{"entry_id": "f175fef8-7272-48e1-b747-9ad451c15ad8", "infos": [{"txt": "狂潮30天，DeepSeek改变了谁？", "language": "chinese", "position": {"atoms": [{"position_id": 0, "txt": "狂潮30天，DeepSeek改变了谁？", "x": ""}]}, "tags": [], "label": "article_title", "web_segment_id": 0, "global_sentence_id": 0, "edu_l1_label": "BOT"}, {"txt": "<img https://wcd-image-bucket-test.oss-cn-zhangjiakou.aliyuncs.com/raw/463DhI3A91kW14HzML3Zpi3B.jpeg", "language": "chinese", "position": {"atoms": [{"position_id": 132, "txt": "<img https://wcd-image-bucket-test.oss-cn-zhangjiakou.aliyuncs.com/raw/463DhI3A91kW14HzML3Zpi3B.jpeg", "x": "/html/body/div[3]/div/div/div/div/div[1]/div/div/img"}]}, "tags": ["img"], "label": "figure", "web_segment_id": 1, "global_sentence_id": 1, "edu_l1_label": "EDU_O"}, {"txt": "2025年春节的前一周，节日气氛正浓，来自中国杭州的一家初创公司开始让华尔街投资人寝食难安。", "language": "chinese", "position": {"atoms": [{"position_id": 640, "txt": "2025年春节的前一周，节日气氛正浓，来自中国杭州的一家初创公司开始让华尔街投资人寝食难安。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[1]"}]}, "tags": [], "label": "content", "web_segment_id": 2, "global_sentence_id": 2, "edu_l1_label": "BOS"}, {"txt": "杭州量化私募机构幻方旗下的大模型公司DeepSeek（深度求索）发布的一款开源AI模型，在多项测试中表现优于OpenAI的产品，且研发成本不到600万美元。", "language": "chinese", "position": {"atoms": [{"position_id": 642, "txt": "杭州量化私募机构幻方旗下的大模型公司DeepSeek", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[3]"}, {"position_id": 644, "txt": "（深度求索）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[3]/span"}, {"position_id": 646, "txt": "发布的一款开源AI模型，在多项测试中表现优于OpenAI的产品，且研发成本不到600万美元。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[3]/span"}]}, "tags": [], "label": "content", "web_segment_id": 3, "global_sentence_id": 3, "edu_l1_label": "IOS"}, {"txt": "更让华尔街投资人震惊的是，DeepSeek1月20日发布R1模型，上线六天后同时登顶苹果App", "language": "chinese", "position": {"atoms": [{"position_id": 647, "txt": "更让华尔街投资人震惊的是，DeepSeek1月20日发布R1模型，上线六天后同时登顶苹果App", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[3]/span"}]}, "tags": [], "label": "content", "web_segment_id": 3, "global_sentence_id": 4, "edu_l1_label": "IOS"}, {"txt": " Store和谷歌Play Store全球下载榜首，上线18天内，累计下载量已突破1600万次。", "language": "chinese", "position": {"atoms": [{"position_id": 648, "txt": " Store和谷歌Play Store全球下载榜首，上线18天内，累计下载量已突破1600万次。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[3]/span"}]}, "tags": [], "label": "content", "web_segment_id": 3, "global_sentence_id": 5, "edu_l1_label": "IOS"}, {"txt": "随后在2月1日突破3000万大关，成为史上最快达成这一里程碑的应用。", "language": "chinese", "position": {"atoms": [{"position_id": 649, "txt": "随后在2月1日突破3000万大关，成为史上最快达成这一里程碑的应用。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[3]/span"}]}, "tags": [], "label": "content", "web_segment_id": 3, "global_sentence_id": 6, "edu_l1_label": "IOS"}, {"txt": "华尔街的担忧在于，目前投入数十亿美元用于构建大型AI模型的做法可能会打水漂，更廉价的替代方案将让华尔街人工智能的泡沫破裂。", "language": "chinese", "position": {"atoms": [{"position_id": 651, "txt": "华尔街的担忧在于，目前投入数十亿美元用于构建大型AI模型的做法可能会打水漂，更廉价的替代方案将让华尔街人工智能的泡沫破裂。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[5]"}]}, "tags": [], "label": "content", "web_segment_id": 4, "global_sentence_id": 7, "edu_l1_label": "IOS"}, {"txt": "泡沫破裂带来的资本市场危机短期内是否会再次上演？", "language": "chinese", "position": {"atoms": [{"position_id": 652, "txt": "泡沫破裂带来的资本市场危机短期内是否会再次上演？", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[5]"}]}, "tags": [], "label": "content", "web_segment_id": 4, "global_sentence_id": 8, "edu_l1_label": "IOS"}, {"txt": "到了春节前一天，这种担忧气氛开始达到顶峰。", "language": "chinese", "position": {"atoms": [{"position_id": 654, "txt": "到了春节前一天，这种担忧气氛开始达到顶峰。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 9, "edu_l1_label": "IOS"}, {"txt": "1月27日晚间，美股科技巨头股价集体下跌：", "language": "chinese", "position": {"atoms": [{"position_id": 655, "txt": "1月27日晚间，美股科技巨头股价集体下跌：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 10, "edu_l1_label": "IOS"}, {"txt": "英伟达股价下跌约17%，市值蒸发近6000亿美元，创下美国股市历史上最大单日市值跌幅纪录。", "language": "chinese", "position": {"atoms": [{"position_id": 656, "txt": "英伟达股价下跌约17%，市值蒸发近6000亿美元，创下美国股市历史上最大单日市值跌幅纪录。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 11, "edu_l1_label": "IOS"}, {"txt": "博通公司股价下跌17%，AMD下跌6%，微软下跌2%。", "language": "chinese", "position": {"atoms": [{"position_id": 657, "txt": "博通公司股价下跌17%，AMD下跌6%，微软下跌2%。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 12, "edu_l1_label": "IOS"}, {"txt": "美股指数当日下跌：", "language": "chinese", "position": {"atoms": [{"position_id": 658, "txt": "美股指数当日下跌：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 13, "edu_l1_label": "IOS"}, {"txt": "纳斯达克综合指数跌3.07%，标普500指数跌1.46%。", "language": "chinese", "position": {"atoms": [{"position_id": 659, "txt": "纳斯达克综合指数跌3.07%，标普500指数跌1.46%。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 14, "edu_l1_label": "IOS"}, {"txt": "人工智能领域的衍生品，如电力供应商也受到重创。", "language": "chinese", "position": {"atoms": [{"position_id": 660, "txt": "人工智能领域的衍生品，如电力供应商也受到重创。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 15, "edu_l1_label": "IOS"}, {"txt": "美国联合能源公司股价下跌21%，Vistra的股价下跌29%。", "language": "chinese", "position": {"atoms": [{"position_id": 661, "txt": "美国联合能源公司股价下跌21%，Vistra的股价下跌29%。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[7]"}]}, "tags": [], "label": "content", "web_segment_id": 5, "global_sentence_id": 16, "edu_l1_label": "IOS"}, {"txt": "<img https://wcd-image-bucket-test.oss-cn-zhangjiakou.aliyuncs.com/raw/4kkIes1gzUnU1CpNCg2lA43E.png", "language": "chinese", "position": {"atoms": [{"position_id": 187, "txt": "<img https://wcd-image-bucket-test.oss-cn-zhangjiakou.aliyuncs.com/raw/4kkIes1gzUnU1CpNCg2lA43E.png", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[9]/img"}]}, "tags": ["img"], "label": "figure", "web_segment_id": 6, "global_sentence_id": 17, "edu_l1_label": "EDU_O"}, {"txt": "1月27日之后英伟达股价在震荡中回升。", "language": "chinese", "position": {"atoms": [{"position_id": 663, "txt": "1月27日之后英伟达股价在震荡中回升。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[11]"}]}, "tags": [], "label": "content", "web_segment_id": 7, "global_sentence_id": 18, "edu_l1_label": "IOS"}, {"txt": "老虎国际数据显示，2月13日英伟达股价为135.29美元，较前一交易日上涨3.16%。", "language": "chinese", "position": {"atoms": [{"position_id": 664, "txt": "老虎国际数据显示，2月13日英伟达股价为135.29美元，较前一交易日上涨3.16%。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[11]"}]}, "tags": [], "label": "content", "web_segment_id": 7, "global_sentence_id": 19, "edu_l1_label": "IOS"}, {"txt": "但这可能不是一次简单的技术性调整，目前没有明确的整体持续回调趋势。", "language": "chinese", "position": {"atoms": [{"position_id": 665, "txt": "但这可能不是一次简单的技术性调整，目前没有明确的整体持续回调趋势。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[11]"}]}, "tags": [], "label": "content", "web_segment_id": 7, "global_sentence_id": 20, "edu_l1_label": "IOS"}, {"txt": "相对于美股投资者，全球AI产业界的视角心态更加复杂微妙。", "language": "chinese", "position": {"atoms": [{"position_id": 667, "txt": "相对于美股投资者，全球AI产业界的视角心态更加复杂微妙。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[13]"}]}, "tags": [], "label": "content", "web_segment_id": 8, "global_sentence_id": 21, "edu_l1_label": "IOS"}, {"txt": "短暂慌乱和研判之后，中美主流厂商先后拿出了表态和新的动作。", "language": "chinese", "position": {"atoms": [{"position_id": 668, "txt": "短暂慌乱和研判之后，中美主流厂商先后拿出了表态和新的动作。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[13]"}]}, "tags": [], "label": "content", "web_segment_id": 8, "global_sentence_id": 22, "edu_l1_label": "IOS"}, {"txt": "最开始，慌乱情绪蔓延。", "language": "chinese", "position": {"atoms": [{"position_id": 670, "txt": "最开始，慌乱情绪蔓延。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[15]"}]}, "tags": [], "label": "content", "web_segment_id": 9, "global_sentence_id": 23, "edu_l1_label": "IOS"}, {"txt": "有大模型公司陷入恐慌情绪，有人反思为何这样的创新没有发生在自己的公司里，有人为新方向出现而兴奋，准备“大干一场”。", "language": "chinese", "position": {"atoms": [{"position_id": 671, "txt": "有大模型公司陷入恐慌情绪，有人反思为何这样的创新没有发生在自己的公司里，有人为新方向出现而兴奋，准备“大干一场”。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[15]"}]}, "tags": [], "label": "content", "web_segment_id": 9, "global_sentence_id": 24, "edu_l1_label": "IOS"}, {"txt": "<img https://wcd-image-bucket-test.oss-cn-zhangjiakou.aliyuncs.com/raw/2ItsA84k5xXDEd7Kt113d8D.png", "language": "chinese", "position": {"atoms": [{"position_id": 200, "txt": "<img https://wcd-image-bucket-test.oss-cn-zhangjiakou.aliyuncs.com/raw/2ItsA84k5xXDEd7Kt113d8D.png", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[17]/img"}]}, "tags": ["img"], "label": "figure", "web_segment_id": 10, "global_sentence_id": 25, "edu_l1_label": "EDU_O"}, {"txt": "很快，新的布局开始了。", "language": "chinese", "position": {"atoms": [{"position_id": 673, "txt": "很快，新的布局开始了。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 11, "global_sentence_id": 26, "edu_l1_label": "IOS"}, {"txt": "曾经占据开源模型主导地位的Meta，在过去几个月要求技术团队加班加点，复刻DeepSeek路径。", "language": "chinese", "position": {"atoms": [{"position_id": 674, "txt": "曾经占据开源模型主导地位的Meta，在过去几个月要求技术团队加班加点，复刻DeepSeek路径。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 11, "global_sentence_id": 27, "edu_l1_label": "IOS"}, {"txt": "全球大模型领域最知名的公司OpenAI也调整了模型发布策略，不再“挤牙膏”。", "language": "chinese", "position": {"atoms": [{"position_id": 675, "txt": "全球大模型领域最知名的公司OpenAI也调整了模型发布策略，不再“挤牙膏”。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[19]"}]}, "tags": [], "label": "content", "web_segment_id": 11, "global_sentence_id": 28, "edu_l1_label": "IOS"}, {"txt": "各大科技厂商（包括亚马逊AWS、微软Azure、谷歌云、阿里云、华为云、腾讯云、百度智能云等）在模型商店中迅速上线了开源版的DeepSeek-V3/R1这两款模型。", "language": "chinese", "position": {"atoms": [{"position_id": 677, "txt": "各大科技厂商", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[21]"}, {"position_id": 679, "txt": "（包括亚马逊AWS、微软Azure、谷歌云、阿里云、华为云、腾讯云、百度智能云等）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[21]/span"}, {"position_id": 681, "txt": "在模型商店中迅速上线了开源版的DeepSeek-V3/R1这两款模型。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[21]/span"}]}, "tags": [], "label": "content", "web_segment_id": 12, "global_sentence_id": 29, "edu_l1_label": "IOS"}, {"txt": "因为企业客户对DeepSeek-V3/R1的需求旺盛，此举可以为科技云厂商带来算力收入。", "language": "chinese", "position": {"atoms": [{"position_id": 682, "txt": "因为企业客户对DeepSeek-V3/R1的需求旺盛，此举可以为科技云厂商带来算力收入。", "x": 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"chinese", "position": {"atoms": [{"position_id": 831, "txt": "这款去年底发布的自研大模型曾被寄予厚望，但如今已悄无声息。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[89]"}]}, "tags": [], "label": "content", "web_segment_id": 46, "global_sentence_id": 112, "edu_l1_label": "IOS"}, {"txt": "这家云厂商的销售人员私下已经开始了小范围的讨论和反思，这些复盘并未上升到公司层面。", "language": "chinese", "position": {"atoms": [{"position_id": 832, "txt": "这家云厂商的销售人员私下已经开始了小范围的讨论和反思，这些复盘并未上升到公司层面。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[89]"}]}, "tags": [], "label": "content", "web_segment_id": 46, "global_sentence_id": 113, "edu_l1_label": "IOS"}, {"txt": "类似情况在一家中国头部云厂商内部也存在。", "language": "chinese", "position": {"atoms": [{"position_id": 834, "txt": "类似情况在一家中国头部云厂商内部也存在。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[91]"}]}, "tags": [], "label": "content", "web_segment_id": 47, "global_sentence_id": 114, "edu_l1_label": "IOS"}, {"txt": 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"web_segment_id": 47, "global_sentence_id": 117, "edu_l1_label": "IOS"}, {"txt": "对比大厂，创业公司相对更灵活也更扁平，但有其他阻力。", "language": "chinese", "position": {"atoms": [{"position_id": 839, "txt": "对比大厂，创业公司相对更灵活也更扁平，但有其他阻力。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[93]"}]}, "tags": [], "label": "content", "web_segment_id": 48, "global_sentence_id": 118, "edu_l1_label": "IOS"}, {"txt": "一家成立超过七年的AI公司创始人很佩服DeepSeek敢于投入的勇气。", "language": "chinese", "position": {"atoms": [{"position_id": 841, "txt": "一家成立超过七年的AI公司创始人很佩服DeepSeek敢于投入的勇气。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[95]"}]}, "tags": [], "label": "content", "web_segment_id": 49, "global_sentence_id": 119, "edu_l1_label": "IOS"}, {"txt": "他的感受是，虽然业内很多公司都拿到高融资，宣称大举投入，但实际很少有创业公司真正花了大价钱去做大模型的基础研发。", "language": "chinese", "position": {"atoms": [{"position_id": 842, "txt": "他的感受是，虽然业内很多公司都拿到高融资，宣称大举投入，但实际很少有创业公司真正花了大价钱去做大模型的基础研发。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[95]"}]}, "tags": [], "label": "content", "web_segment_id": 49, "global_sentence_id": 120, "edu_l1_label": "IOS"}, {"txt": "“大家花的不是自己的钱，烧这种量级的钱还是谨慎的。”", "language": "chinese", "position": {"atoms": [{"position_id": 843, "txt": "“大家花的不是自己的钱，烧这种量级的钱还是谨慎的。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[95]"}]}, "tags": [], "label": "content", "web_segment_id": 49, "global_sentence_id": 121, "edu_l1_label": "IOS"}, {"txt": "此前，一位英伟达的长期合作伙伴告诉《财经》，过去两年密集购买英伟达GPU的中国公司主要是自身有业务需求的大厂，包括阿里巴巴、腾讯、字节跳动、百度等，创业公司很少。", "language": "chinese", "position": {"atoms": [{"position_id": 845, "txt": "此前，一位英伟达的长期合作伙伴告诉《财经》，过去两年密集购买英伟达GPU的中国公司主要是自身有业务需求的大厂，包括阿里巴巴、腾讯、字节跳动、百度等，创业公司很少。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[97]"}]}, "tags": [], "label": "content", "web_segment_id": 50, "global_sentence_id": 122, "edu_l1_label": "IOS"}, {"txt": "有一些知名大模型创业公司会主动要求和他建立战略合作关系，以此来对外证明自己在投入算力，“不给钱的那种”。", "language": "chinese", "position": {"atoms": [{"position_id": 846, "txt": "有一些知名大模型创业公司会主动要求和他建立战略合作关系，以此来对外证明自己在投入算力，“不给钱的那种”。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[97]"}]}, "tags": [], "label": "content", "web_segment_id": 50, "global_sentence_id": 123, "edu_l1_label": "IOS"}, {"txt": "大模型太烧钱，即使是以低成本著称的DeepSeek在前期的投入也很难估量。", "language": "chinese", "position": {"atoms": [{"position_id": 848, "txt": "大模型太烧钱，即使是以低成本著称的DeepSeek在前期的投入也很难估量。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[99]"}]}, "tags": [], "label": "content", "web_segment_id": 51, "global_sentence_id": 124, "edu_l1_label": "IOS"}, {"txt": "第三方机构SemiAnalysis推算，DeepSeek实际拥有庞大的算力储备：", "language": "chinese", "position": {"atoms": [{"position_id": 849, "txt": "第三方机构SemiAnalysis推算，DeepSeek实际拥有庞大的算力储备：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[99]"}]}, "tags": [], "label": "content", "web_segment_id": 51, "global_sentence_id": 125, "edu_l1_label": "IOS"}, {"txt": "共堆砌了6万张英伟达GPU卡，其中包括1万张A100、1万张H100、1万张“特供版”H800以及3万张“特供版”H20。", "language": "chinese", "position": {"atoms": [{"position_id": 850, "txt": "共堆砌了6万张英伟达GPU卡，其中包括1万张A100、1万张H100、1万张“特供版”H800以及3万张“特供版”H20。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[99]"}]}, "tags": [], "label": "content", "web_segment_id": 51, "global_sentence_id": 126, "edu_l1_label": "IOS"}, {"txt": "按照行业传统，中国AI创业公司还有一个大掣肘因素——创业公司拿到融资后，就不得不去考虑股东回报，这需要逐步抬高公司估值，而估值越高，IPO（首次公开募股）的时间表就越紧急。", "language": "chinese", "position": {"atoms": [{"position_id": 852, "txt": "按照行业传统，中国AI创业公司还有一个大掣肘因素——", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[101]"}, {"position_id": 854, "txt": "创业公司拿到融资后，就不得不去考虑股东回报，这需要逐步抬高公司估值", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[101]/strong"}, {"position_id": 856, "txt": "，而估值越高，IPO", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[101]/strong"}, {"position_id": 858, "txt": "（首次公开募股）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[101]/span"}, {"position_id": 860, "txt": "的时间表就越紧急。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[101]/span"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 52, "global_sentence_id": 127, "edu_l1_label": "IOS"}, {"txt": "这意味着，一个AI创业公司拿不到融资甚至没理由活下去，但一旦拿到第一笔融资，就被上了发条，可能回为了上市而草草商业化。", "language": "chinese", "position": {"atoms": [{"position_id": 861, "txt": "这意味着，一个AI创业公司拿不到融资甚至没理由活下去，但一旦拿到第一笔融资，就被上了发条，可能回为了上市而草草商业化。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[101]/span"}]}, "tags": [], "label": "content", "web_segment_id": 52, "global_sentence_id": 128, "edu_l1_label": "IOS"}, {"txt": "大模型领域对算力和数据的高投入一度被认为是影响创业公司估值的障碍。", "language": "chinese", "position": {"atoms": [{"position_id": 863, "txt": "大模型领域对算力和数据的高投入一度被认为是影响创业公司估值的障碍。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[103]"}]}, "tags": [], "label": "content", "web_segment_id": 53, "global_sentence_id": 129, "edu_l1_label": "IOS"}, {"txt": "一方面，创业公司很难在这些投入上和大厂抗衡，投入看不到上限。", "language": "chinese", "position": {"atoms": [{"position_id": 864, "txt": "一方面，创业公司很难在这些投入上和大厂抗衡，投入看不到上限。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[103]"}]}, "tags": [], "label": "content", "web_segment_id": 53, "global_sentence_id": 130, "edu_l1_label": "IOS"}, {"txt": "另一方面，这会让创业公司变成一家重资产公司。", "language": "chinese", "position": {"atoms": [{"position_id": 865, "txt": "另一方面，这会让创业公司变成一家重资产公司。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[103]"}]}, "tags": [], "label": "content", "web_segment_id": 53, "global_sentence_id": 131, "edu_l1_label": "IOS"}, {"txt": "大多数中国科技公司一开始就会将重心放在闭源模型上，因为行业的普遍预判是AI商业化应用主要集中在B端，而核心的企业客户需要闭源模型，甚至需要本地化部署。", "language": "chinese", "position": {"atoms": [{"position_id": 867, "txt": "大多数中国科技公司一开始就会将重心放在闭源模型上，因为行业的普遍预判是AI商业化应用主要集中在B端，而核心的企业客户需要闭源模型，甚至需要本地化部署。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[105]"}]}, "tags": [], "label": "content", "web_segment_id": 54, "global_sentence_id": 132, "edu_l1_label": "IOS"}, {"txt": "物理AI仿真系统开发商松应科技CEO聂凯旋告诉《财经》，DeepSeek的开源模式一定程度上规避了这个矛盾。", "language": "chinese", "position": {"atoms": [{"position_id": 869, "txt": "物理AI仿真系统开发商松应科技CEO聂凯旋告诉《财经》，DeepSeek的开源模式一定程度上规避了这个矛盾。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[107]"}]}, "tags": [], "label": "content", "web_segment_id": 55, "global_sentence_id": 133, "edu_l1_label": "IOS"}, {"txt": "开源比闭源的模式成本低且进步速度快，“DeepSeek没有做特别多架构性的创新，应该说它是在借鉴开源的基础上，对模型能力做了比较陡峭的升级”。", "language": "chinese", "position": {"atoms": [{"position_id": 870, "txt": "开源比闭源的模式成本低且进步速度快，“DeepSeek没有做特别多架构性的创新，应该说它是在借鉴开源的基础上，对模型能力做了比较陡峭的升级”。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[107]"}]}, "tags": [], "label": "content", "web_segment_id": 55, "global_sentence_id": 134, "edu_l1_label": "IOS"}, {"txt": "二、生态：", "language": "chinese", "position": {"atoms": [{"position_id": 872, "txt": "二、生态：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[109]"}]}, "tags": [], "label": "title1", "web_segment_id": 56, "global_sentence_id": 135, "edu_l1_label": "BOS"}, {"txt": "聚拢效应正在形成", "language": "chinese", "position": {"atoms": [{"position_id": 873, "txt": "聚拢效应正在形成", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[109]"}]}, "tags": [], "label": "title1", "web_segment_id": 56, "global_sentence_id": 136, "edu_l1_label": "IOS"}, {"txt": "无论大公司小公司，之前要赢，是高成本的赢；", "language": "chinese", "position": {"atoms": [{"position_id": 875, "txt": "无论大公司小公司，之前要赢，是高成本的赢；", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[111]"}]}, "tags": [], "label": "content", "web_segment_id": 57, "global_sentence_id": 137, "edu_l1_label": "IOS"}, {"txt": "现在，所有人都有可能低成本赢，这是生态的本质。", "language": "chinese", "position": {"atoms": [{"position_id": 876, "txt": "现在，所有人都有可能低成本赢，这是生态的本质。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[111]"}]}, "tags": [], "label": "content", "web_segment_id": 57, "global_sentence_id": 138, "edu_l1_label": "IOS"}, {"txt": "DeepSeek两款模型V3/R3是开源的，任何人都可以下载、部署、使用，这也是它能够快速获得讨论度的核心原因之一。", "language": "chinese", "position": {"atoms": [{"position_id": 878, "txt": "DeepSeek两款模型V3/R3是开源的，任何人都可以下载、部署、使用，这也是它能够快速获得讨论度的核心原因之一。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[113]"}]}, "tags": [], "label": "content", "web_segment_id": 58, "global_sentence_id": 139, "edu_l1_label": "IOS"}, {"txt": "大年初一，正在丈母娘家吃团圆饭的华为工程师张飞飞（化名）被拉进一个电话会，新的动作在这次会上被部署：", "language": "chinese", "position": {"atoms": [{"position_id": 880, "txt": "大年初一，正在丈母娘家吃团圆饭的华为工程师张飞飞", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[115]"}, {"position_id": 882, "txt": "（化名）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[115]/span"}, {"position_id": 884, "txt": "被拉进一个电话会，新的动作在这次会上被部署：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[115]/span"}]}, "tags": [], "label": "content", "web_segment_id": 59, "global_sentence_id": 140, "edu_l1_label": "IOS"}, {"txt": "“准备安排加班，我们现在就要开始接入DeepSeek V3。”", "language": "chinese", "position": {"atoms": [{"position_id": 885, "txt": "“准备安排加班，我们现在就要开始接入DeepSeek V3。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[115]/span"}]}, "tags": [], "label": "content", "web_segment_id": 59, "global_sentence_id": 141, "edu_l1_label": "IOS"}, {"txt": "四天后，所有团队成员就位。", "language": "chinese", "position": {"atoms": [{"position_id": 886, "txt": "四天后，所有团队成员就位。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[115]/span"}]}, "tags": [], "label": "content", "web_segment_id": 59, "global_sentence_id": 142, "edu_l1_label": "IOS"}, {"txt": "他们的目标是在一季度就要完成所有的适配工作。", "language": "chinese", "position": {"atoms": [{"position_id": 887, "txt": "他们的目标是在一季度就要完成所有的适配工作。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[115]/span"}]}, "tags": [], "label": "content", "web_segment_id": 59, "global_sentence_id": 143, "edu_l1_label": "IOS"}, {"txt": "阿里云资深工程师徐陵（化名）所在团队在年前就已经多次开会讨论了。", "language": "chinese", "position": {"atoms": [{"position_id": 889, "txt": "阿里云资深工程师徐陵", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[117]"}, {"position_id": 891, "txt": "（化名）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[117]/span"}, {"position_id": 893, "txt": "所在团队在年前就已经多次开会讨论了。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[117]/span"}]}, "tags": [], "label": "content", "web_segment_id": 60, "global_sentence_id": 144, "edu_l1_label": "IOS"}, {"txt": "他透露，2025年开年以来，自己“所有的工作都是在围着DeepSeek转。”", "language": "chinese", "position": {"atoms": [{"position_id": 894, "txt": "他透露，2025年开年以来，自己“所有的工作都是在围着DeepSeek转。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[117]/span"}]}, "tags": [], "label": "content", "web_segment_id": 60, "global_sentence_id": 145, "edu_l1_label": "IOS"}, {"txt": "他评价道，DeepSeek的技术路线并不是独一无二的，各家大厂都有类似的产品，但DeepSeek目前展示出的工程能力确实很强。", "language": "chinese", "position": {"atoms": [{"position_id": 895, "txt": "他评价道，DeepSeek的技术路线并不是独一无二的，各家大厂都有类似的产品，但DeepSeek目前展示出的工程能力确实很强。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[117]/span"}]}, "tags": [], "label": "content", "web_segment_id": 60, "global_sentence_id": 146, "edu_l1_label": "IOS"}, {"txt": "所谓工程能力，包括但不仅限于训练成本效率、模型性能和技术创新能力。", "language": "chinese", "position": {"atoms": [{"position_id": 896, "txt": "所谓工程能力，包括但不仅限于训练成本效率、模型性能和技术创新能力。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[117]/span"}]}, "tags": [], "label": "content", "web_segment_id": 60, "global_sentence_id": 147, "edu_l1_label": "IOS"}, {"txt": "工作量陡然加大，徐陵觉得很累，但重拾了久违的信心。", "language": "chinese", "position": {"atoms": [{"position_id": 898, "txt": "工作量陡然加大，徐陵觉得很累，但重拾了久违的信心。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[119]"}]}, "tags": [], "label": "content", "web_segment_id": 61, "global_sentence_id": 148, "edu_l1_label": "IOS"}, {"txt": "阿里云现有大模型的云业务也有自研AI芯片。", "language": "chinese", "position": {"atoms": [{"position_id": 899, "txt": "阿里云现有大模型的云业务也有自研AI芯片。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[119]"}]}, "tags": [], "label": "content", "web_segment_id": 61, "global_sentence_id": 149, "edu_l1_label": "IOS"}, {"txt": "他向《财经》表示，在美国数次加码国产GPU的算力封锁之后，自家芯片为了合规已经不得不主动降低了算力和制程，这让他一度沮丧，认为中美之间AI差距在加大，但是DeepSeek的技术路线证明了较低算力芯片也有可能做出同样先进的模型效果。", "language": "chinese", "position": {"atoms": [{"position_id": 900, "txt": "他向《财经》表示，在美国数次加码国产GPU的算力封锁之后，自家芯片为了合规已经不得不主动降低了算力和制程，这让他一度沮丧，认为中美之间AI差距在加大，但是DeepSeek的技术路线证明了较低算力芯片也有可能做出同样先进的模型效果。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[119]"}]}, "tags": [], "label": "content", "web_segment_id": 61, "global_sentence_id": 150, "edu_l1_label": "IOS"}, {"txt": "短短十余天，百余家中国公司已经宣布“接入DeepSeek”，覆盖从芯片、算力服务商到AI用户到最终用户各级生态圈。", "language": "chinese", "position": {"atoms": [{"position_id": 902, "txt": "短短十余天，百余家中国公司已经宣布“接入DeepSeek”，覆盖从芯片、算力服务商到AI用户到最终用户各级生态圈。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[121]"}]}, "tags": [], "label": "content", "web_segment_id": 62, "global_sentence_id": 151, "edu_l1_label": "IOS"}, {"txt": "另一个新变化是，一些科技公司里闲置的服务器重新跑了起来。", "language": "chinese", "position": {"atoms": [{"position_id": 904, "txt": "另一个新变化是，一些科技公司里闲置的服务器重新跑了起来。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[123]"}]}, "tags": [], "label": "content", "web_segment_id": 63, "global_sentence_id": 152, "edu_l1_label": "IOS"}, {"txt": "“我们公司一批放在库房吃灰的CPU服务器，以前从没想过还能和AI扯上什么关系，现在也能带得动大模型了。”", "language": "chinese", "position": {"atoms": [{"position_id": 905, "txt": "“我们公司一批放在库房吃灰的CPU服务器，以前从没想过还能和AI扯上什么关系，现在也能带得动大模型了。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[123]"}]}, "tags": [], "label": "content", "web_segment_id": 63, "global_sentence_id": 153, "edu_l1_label": "IOS"}, {"txt": "位于上海松江区的某云服务公司的一位技术人士告诉《财经》，此前大模型应用开发的成本太高了，他认为DeepSeek带来的大幅降低开发门槛的趋势将会推动产业向前一大步。", "language": "chinese", "position": {"atoms": [{"position_id": 906, "txt": "位于上海松江区的某云服务公司的一位技术人士告诉《财经》，此前大模型应用开发的成本太高了，他认为DeepSeek带来的大幅降低开发门槛的趋势将会推动产业向前一大步。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[123]"}]}, "tags": [], "label": "content", "web_segment_id": 63, "global_sentence_id": 154, "edu_l1_label": "IOS"}, {"txt": "一家中国芯片设计公司已经准备将原定于2026年推出的新产品发布提前到今年，希望接住DeepSeek带来的国产算力的机会。", "language": "chinese", "position": {"atoms": [{"position_id": 908, "txt": "一家中国芯片设计公司已经准备将原定于2026年推出的新产品发布提前到今年，希望接住DeepSeek带来的国产算力的机会。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[125]"}]}, "tags": [], "label": "content", "web_segment_id": 64, "global_sentence_id": 155, "edu_l1_label": "IOS"}, {"txt": "开源也让DeepSeek迅速形成产业生态——芯片厂商、云厂商、软件厂商都在主动接入或适配DeepSeek。", "language": "chinese", "position": {"atoms": [{"position_id": 910, "txt": "开源也让DeepSeek迅速形成产业生态——", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[127]/strong[1]"}, {"position_id": 912, "txt": "芯片厂商、云厂商、软件厂商都在主动接入或适配DeepSeek。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[127]/strong[2]"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 65, "global_sentence_id": 156, "edu_l1_label": "IOS"}, {"txt": "芯片公司第一时间拥抱了DeepSeek。", "language": "chinese", "position": {"atoms": [{"position_id": 914, "txt": "芯片公司第一时间拥抱了DeepSeek。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[129]"}]}, "tags": [], "label": "content", "web_segment_id": 66, "global_sentence_id": 157, "edu_l1_label": "IOS"}, {"txt": "包括英伟达、AMD这些国际芯片厂商，华为·N腾、百度昆仑芯、海光这几家国产芯片厂商也迅速适配DeepSeek，为其专门优化Al推理。", "language": "chinese", "position": {"atoms": [{"position_id": 915, "txt": "包括英伟达、AMD这些国际芯片厂商，华为·N腾、百度昆仑芯、海光这几家国产芯片厂商也迅速适配DeepSeek，为其专门优化Al推理。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[129]"}]}, "tags": [], "label": "content", "web_segment_id": 66, "global_sentence_id": 158, "edu_l1_label": "IOS"}, {"txt": "芯片是AI行业发展中最重要的基础设施，一个朴素的经济学理论是：", "language": "chinese", "position": {"atoms": [{"position_id": 916, "txt": "芯片是AI行业发展中最重要的基础设施，一个朴素的经济学理论是：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[129]"}]}, "tags": [], "label": "content", "web_segment_id": 66, "global_sentence_id": 159, "edu_l1_label": "IOS"}, {"txt": "技术进步和效率提升虽然能够降低某资源在单个领域的使用强度，但最终的结果是该资源的总消费量反而会增加。", "language": "chinese", "position": {"atoms": [{"position_id": 918, "txt": "技术进步和效率提升虽然能够降低某资源在单个领域的使用强度，但最终的结果是该资源的总消费量反而会增加。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[129]/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 66, "global_sentence_id": 160, "edu_l1_label": "IOS"}, {"txt": "云厂商一直是大模型推广应用的直接受益者，它们愿意上架所有热门模型。", "language": "chinese", "position": {"atoms": [{"position_id": 920, "txt": "云厂商一直是大模型推广应用的直接受益者，它们愿意上架所有热门模型。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[131]"}]}, "tags": [], "label": "content", "web_segment_id": 67, "global_sentence_id": 161, "edu_l1_label": "IOS"}, {"txt": "客户使用DeepSeek等模型时会消耗算力、数据，进而带动其他基础云产品（计算、存储、网络、数据库、软件）的销售。", "language": "chinese", "position": {"atoms": [{"position_id": 921, "txt": "客户使用DeepSeek等模型时会消耗算力、数据，进而带动其他基础云产品", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[131]"}, {"position_id": 923, "txt": "（计算、存储、网络、数据库、软件）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[131]/span[1]"}, {"position_id": 925, "txt": "的销售。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[131]/span[1]"}]}, "tags": [], "label": "content", "web_segment_id": 67, "global_sentence_id": 162, "edu_l1_label": "IOS"}, {"txt": 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"global_sentence_id": 165, "edu_l1_label": "IOS"}, {"txt": "在线办公系统公司钉钉的一位技术人士告诉《财经》，2024年6月开始，钉钉接入了六家模型。", "language": "chinese", "position": {"atoms": [{"position_id": 942, "txt": "在线办公系统公司钉钉的一位技术人士告诉《财经》，2024年6月开始，钉钉接入了六家模型。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[133]"}]}, "tags": [], "label": "content", "web_segment_id": 68, "global_sentence_id": 166, "edu_l1_label": "IOS"}, {"txt": "此次钉钉使用的DeepSeek部署在阿里云上，专供钉钉使用。", "language": "chinese", "position": {"atoms": [{"position_id": 943, "txt": "此次钉钉使用的DeepSeek部署在阿里云上，专供钉钉使用。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[133]"}]}, "tags": [], "label": "content", "web_segment_id": 68, "global_sentence_id": 167, "edu_l1_label": "IOS"}, {"txt": "另一个在线办公系统公司飞书的一位技术人士告诉《财经》，飞书用的开源版DeepSeek部署在火山方舟和硅基流动两款模型平台上，它已和飞书的多维表格、智能伙伴创建平台等功能深度结合。", "language": "chinese", "position": {"atoms": [{"position_id": 944, "txt": 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"“无论大公司小公司，之前要赢，是高成本的赢，现在，所有人都可能低成本赢，这是生态的本质。”", "language": "chinese", "position": {"atoms": [{"position_id": 968, "txt": "“无论大公司小公司，之前要赢，是高成本的赢，现在，所有人都可能低成本赢，这是生态的本质。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[147]"}]}, "tags": [], "label": "content", "web_segment_id": 75, "global_sentence_id": 181, "edu_l1_label": "IOS"}, {"txt": "三、下游应用：", "language": "chinese", "position": {"atoms": [{"position_id": 970, "txt": "三、下游应用：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[149]"}]}, "tags": [], "label": "title1", "web_segment_id": 76, "global_sentence_id": 182, "edu_l1_label": "BOS"}, {"txt": "奇点到来？", "language": "chinese", "position": {"atoms": [{"position_id": 971, "txt": "奇点到来？", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[149]"}]}, "tags": [], "label": "title1", "web_segment_id": 76, "global_sentence_id": 183, "edu_l1_label": "IOS"}, {"txt": 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"language": "chinese", "position": {"atoms": [{"position_id": 1002, "txt": "他正看定制化推理服务相关的初创项目。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[169]"}]}, "tags": [], "label": "content", "web_segment_id": 86, "global_sentence_id": 204, "edu_l1_label": "IOS"}, {"txt": "“结合新技术路线的定制化推理服务将让大家前期熟悉的智能安防、智能客服、医疗影像诊断、金融风险评估等领域的应用准确度和智能度大大提升，颗粒度更细。”", "language": "chinese", "position": {"atoms": [{"position_id": 1003, "txt": "“结合新技术路线的定制化推理服务将让大家前期熟悉的智能安防、智能客服、医疗影像诊断、金融风险评估等领域的应用准确度和智能度大大提升，颗粒度更细。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[169]"}]}, "tags": [], "label": "content", "web_segment_id": 86, "global_sentence_id": 205, "edu_l1_label": "IOS"}, {"txt": "中国电子云副总裁常慧锋透露，过去两年国内AI大模型相关的项目已经涌现，不少千万级的大单，主要是来自金融等信息化基础很好的行业，但整体来说，AI大模型推理能力跟业务的垂直领域结合才刚刚开始。", "language": "chinese", "position": {"atoms": [{"position_id": 1005, "txt": "中国电子云副总裁常慧锋透露，过去两年国内AI大模型相关的项目已经涌现，不少千万级的大单，主要是来自金融等信息化基础很好的行业，但整体来说，AI大模型推理能力跟业务的垂直领域结合才刚刚开始。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[171]"}]}, "tags": [], "label": "content", "web_segment_id": 87, "global_sentence_id": 206, "edu_l1_label": "IOS"}, {"txt": "这些都是机会。", "language": "chinese", "position": {"atoms": [{"position_id": 1007, "txt": "这些都是机会。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[173]"}]}, "tags": [], "label": "content", "web_segment_id": 88, "global_sentence_id": 207, "edu_l1_label": "IOS"}, {"txt": "DeepSeek的出现再一次唤起一级市场的“害怕错过”心态，且这次比上一次由OpenAI带来的影响量级更上一层。", "language": "chinese", "position": {"atoms": [{"position_id": 1009, "txt": "DeepSeek的出现再一次唤起一级市场的“害怕错过”心态，且这次比上一次由OpenAI带来的影响量级更上一层。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[175]"}]}, "tags": [], "label": "content", "web_segment_id": 89, "global_sentence_id": 208, "edu_l1_label": "IOS"}, {"txt": "“上一次是美国公司，我们是跟随；", "language": "chinese", "position": {"atoms": [{"position_id": 1010, "txt": "“上一次是美国公司，我们是跟随；", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[175]"}]}, "tags": [], "label": "content", "web_segment_id": 89, "global_sentence_id": 209, "edu_l1_label": "IOS"}, {"txt": "这一次是中国公司，机会更大了。”", "language": "chinese", "position": {"atoms": [{"position_id": 1011, "txt": "这一次是中国公司，机会更大了。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[175]"}]}, "tags": [], "label": "content", "web_segment_id": 89, "global_sentence_id": 210, "edu_l1_label": "IOS"}, {"txt": "AI行业尚处于发展初期，门槛和上限远比移动互联网产业更高。", "language": "chinese", "position": {"atoms": [{"position_id": 1013, "txt": "AI行业尚处于发展初期，门槛和上限远比移动互联网产业更高。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[177]"}]}, "tags": [], "label": "content", "web_segment_id": 90, "global_sentence_id": 211, "edu_l1_label": "IOS"}, {"txt": 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1022, "txt": "风险投资资金基本上流到了少数头部大模型公司，更多细分领域的创业公司很难拿到钱。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[183]"}]}, "tags": [], "label": "content", "web_segment_id": 93, "global_sentence_id": 217, "edu_l1_label": "IOS"}, {"txt": "那些头部大模型创业公司的估值太高，资金很难进去。", "language": "chinese", "position": {"atoms": [{"position_id": 1023, "txt": "那些头部大模型创业公司的估值太高，资金很难进去。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[183]"}]}, "tags": [], "label": "content", "web_segment_id": 93, "global_sentence_id": 218, "edu_l1_label": "IOS"}, {"txt": "据第三方数据机构企名片，2024年全年，中国AI领域融资总额约495亿元。", "language": "chinese", "position": {"atoms": [{"position_id": 1024, "txt": "据第三方数据机构企名片，2024年全年，中国AI领域融资总额约495亿元。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[183]"}]}, "tags": [], "label": "content", "web_segment_id": 93, "global_sentence_id": 219, "edu_l1_label": "IOS"}, {"txt": 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"position": {"atoms": [{"position_id": 1039, "txt": "“对于投资人来说，投一个细分方向的目的是投中行业第一，如果这个第一已经出现，继续投资的意义就不大了。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[189]"}]}, "tags": [], "label": "content", "web_segment_id": 96, "global_sentence_id": 227, "edu_l1_label": "IOS"}, {"txt": "前述AI行业资深观察人士认为，遵循此前美国技术路线训练的大模型创业公司后续会比较被动。", "language": "chinese", "position": {"atoms": [{"position_id": 1041, "txt": "前述AI行业资深观察人士认为，遵循此前美国技术路线训练的大模型创业公司后续会比较被动。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[191]"}]}, "tags": [], "label": "content", "web_segment_id": 97, "global_sentence_id": 228, "edu_l1_label": "IOS"}, {"txt": "但更多基于大模型应用的新创业公司会获得更多机会。", "language": "chinese", "position": {"atoms": [{"position_id": 1042, "txt": "但更多基于大模型应用的新创业公司会获得更多机会。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[191]"}]}, "tags": [], "label": "content", "web_segment_id": 97, "global_sentence_id": 229, "edu_l1_label": "IOS"}, {"txt": "“如果说此前的逻辑是垂直的、重资产的，现在是扁平的、轻资产的，接下来很有可能回到移动互联网创业时代，应用为王。”", "language": "chinese", "position": {"atoms": [{"position_id": 1043, "txt": "“如果说此前的逻辑是垂直的、重资产的，现在是扁平的、轻资产的，接下来很有可能回到移动互联网创业时代，应用为王。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[191]"}]}, "tags": [], "label": "content", "web_segment_id": 97, "global_sentence_id": 230, "edu_l1_label": "IOS"}, {"txt": "换句话说，DeepSeek彻底反转了叙事体系，资产成本显得不那么重要了，回到应用为王的路径上。", "language": "chinese", "position": {"atoms": [{"position_id": 1045, "txt": "换句话说，", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[193]"}, {"position_id": 1047, "txt": "DeepSeek彻底反转了叙事体系，资产成本显得不那么重要了，回到应用为王的路径上。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[193]/strong"}]}, "tags": ["strong"], "label": "content", "web_segment_id": 98, "global_sentence_id": 231, "edu_l1_label": "IOS"}, {"txt": "一位投资人向《财经》预测，2025年，整个一级市场的融资频率和交易金额会有明显提升，这主要是受近期二级市场科技股股价普遍上涨的影响。", "language": "chinese", "position": {"atoms": [{"position_id": 1049, "txt": "一位投资人向《财经》预测，2025年，整个一级市场的融资频率和交易金额会有明显提升，这主要是受近期二级市场科技股股价普遍上涨的影响。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[195]"}]}, "tags": [], "label": "content", "web_segment_id": 99, "global_sentence_id": 232, "edu_l1_label": "IOS"}, {"txt": "且近期不少美元机构都表现出了投资更早期项目的意愿，会降低对业务数据的要求。", "language": "chinese", "position": {"atoms": [{"position_id": 1050, "txt": "且近期不少美元机构都表现出了投资更早期项目的意愿，会降低对业务数据的要求。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[195]"}]}, "tags": [], "label": "content", "web_segment_id": 99, "global_sentence_id": 233, "edu_l1_label": "IOS"}, {"txt": "“新一代AI应用确实会加速，但具体方向不好判断，要看实际落地情况。”", "language": "chinese", "position": {"atoms": [{"position_id": 1052, "txt": "“新一代AI应用确实会加速，但具体方向不好判断，要看实际落地情况。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[197]"}]}, "tags": [], "label": "content", "web_segment_id": 100, "global_sentence_id": 234, "edu_l1_label": "IOS"}, {"txt": "多位接受《财经》采访的一级市场投资人表达了同一个观点：", "language": "chinese", "position": {"atoms": [{"position_id": 1053, "txt": "多位接受《财经》采访的一级市场投资人表达了同一个观点：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[197]"}]}, "tags": [], "label": "content", "web_segment_id": 100, "global_sentence_id": 235, "edu_l1_label": "IOS"}, {"txt": "必须看到类似“爆款”潜质之类的苗头才能下结论。", "language": "chinese", "position": {"atoms": [{"position_id": 1054, "txt": "必须看到类似“爆款”潜质之类的苗头才能下结论。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[197]"}]}, "tags": [], "label": "content", "web_segment_id": 100, "global_sentence_id": 236, "edu_l1_label": "IOS"}, {"txt": "四、算力：", "language": "chinese", "position": {"atoms": [{"position_id": 1056, "txt": "四、算力：", "x": 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"大模型芯片公司行云集成电路CEO季宇告诉《财经》，作为一家芯片公司，他们关注的不仅仅是模型的效果，更注重模型的经济性，而经济性很大程度上取决于运行模型的硬件。", "language": "chinese", "position": {"atoms": [{"position_id": 1065, "txt": "大模型芯片公司行云集成电路CEO季宇告诉《财经》，作为一家芯片公司，他们关注的不仅仅是模型的效果，更注重模型的经济性，而经济性很大程度上取决于运行模型的硬件。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[205]"}]}, "tags": [], "label": "content", "web_segment_id": 104, "global_sentence_id": 243, "edu_l1_label": "IOS"}, {"txt": "DeepSeek有望把高质量的模型降到人人都用得起的一个水平，他认为，这将会给硬件，也就是国产芯片带来机会。", "language": "chinese", "position": {"atoms": [{"position_id": 1066, "txt": "DeepSeek有望把高质量的模型降到人人都用得起的一个水平，他认为，这将会给硬件，也就是国产芯片带来机会。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[205]"}]}, "tags": [], "label": "content", "web_segment_id": 104, "global_sentence_id": 244, "edu_l1_label": "IOS"}, {"txt": "DeepSeek采用了MoE（混合专家模型）架构，这种架构的优势在于降低了对内存带宽的需求，缺点是需要更大的内存容量。", "language": "chinese", "position": {"atoms": [{"position_id": 1068, "txt": "DeepSeek采用了MoE", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[207]"}, {"position_id": 1070, "txt": "（混合专家模型）", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[207]/span"}, {"position_id": 1072, "txt": "架构，这种架构的优势在于降低了对内存带宽的需求，缺点是需要更大的内存容量。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[207]/span"}]}, "tags": [], "label": "content", "web_segment_id": 105, "global_sentence_id": 245, "edu_l1_label": "IOS"}, {"txt": "不过，据《财经》了解，从技术角度看，更大的内存容量需求相对是比较好满足的，且市场上给全国产方案带来探索的机会。", "language": "chinese", "position": {"atoms": [{"position_id": 1073, "txt": "不过，据《财经》了解，从技术角度看，更大的内存容量需求相对是比较好满足的，且市场上给全国产方案带来探索的机会。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[207]/span"}]}, "tags": [], "label": "content", "web_segment_id": 105, "global_sentence_id": 246, "edu_l1_label": "IOS"}, {"txt": "对非显卡场景而言，这反而是一个有利的特点。", "language": "chinese", "position": 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"position": {"atoms": [{"position_id": 1161, "txt": "陈健指出了开源对DeepSeek未来发展的另一种潜在的长期影响：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[255]"}]}, "tags": [], "label": "content", "web_segment_id": 129, "global_sentence_id": 294, "edu_l1_label": "IOS"}, {"txt": "“在开源世界，你如果被认可，那全世界的高手都会跟你玩，会在你的代码基础上继续创新，形成良好的开发者社区氛围，增进开源模型应用生态。”", "language": "chinese", "position": {"atoms": [{"position_id": 1162, "txt": "“在开源世界，你如果被认可，那全世界的高手都会跟你玩，会在你的代码基础上继续创新，形成良好的开发者社区氛围，增进开源模型应用生态。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[255]"}]}, "tags": [], "label": "content", "web_segment_id": 129, "global_sentence_id": 295, "edu_l1_label": "IOS"}, {"txt": "中国电子首席科学家、中国电子云总工程师朱国平表示，DeepSeek有可能复制Linux操作系统的成功。", "language": "chinese", "position": {"atoms": [{"position_id": 1164, "txt": "中国电子首席科学家、中国电子云总工程师朱国平表示，DeepSeek有可能复制Linux操作系统的成功。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[257]"}]}, 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"txt": "“AI大模型和操作系统一样，都是平台级软件，平台级软件总会收敛到少数几家，尽管当前大模型众多，但最终只有几家能胜出。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[259]"}]}, "tags": [], "label": "content", "web_segment_id": 131, "global_sentence_id": 299, "edu_l1_label": "IOS"}, {"txt": "朱国平说。", "language": "chinese", "position": {"atoms": [{"position_id": 1169, "txt": "朱国平说。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[259]"}]}, "tags": [], "label": "content", "web_segment_id": 131, "global_sentence_id": 300, "edu_l1_label": "IOS"}, {"txt": "在中国，受限于美国不断收紧的芯片制裁政策，中国公司无法从英伟达等芯片公司购买高端芯片，也无法制造7纳米及以上的高端芯片，导致不少中国AI大模型创业创新团队不得不默认一个所谓的“跟随战略”：", "language": "chinese", "position": {"atoms": [{"position_id": 1171, "txt": "在中国，受限于美国不断收紧的芯片制裁政策，中国公司无法从英伟达等芯片公司购买高端芯片，也无法制造7纳米及以上的高端芯片，导致不少中国AI大模型创业创新团队不得不默认一个所谓的“跟随战略”：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[261]"}]}, "tags": [], "label": "content", "web_segment_id": 132, 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"x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[265]"}]}, "tags": [], "label": "content", "web_segment_id": 134, "global_sentence_id": 304, "edu_l1_label": "IOS"}, {"txt": " Governments Summit 2025峰会上针对DeepSeek回应称，百度仍需对芯片、数据中心和云基础设施持续投入，以打造下一代模型。", "language": "chinese", "position": {"atoms": [{"position_id": 1177, "txt": " Governments Summit 2025峰会上针对DeepSeek回应称，百度仍需对芯片、数据中心和云基础设施持续投入，以打造下一代模型。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[265]"}]}, "tags": [], "label": "content", "web_segment_id": 134, "global_sentence_id": 305, "edu_l1_label": "IOS"}, {"txt": "李彦宏认为，在AI、IT乃至更多领域，大多数创新都与降低成本有关。", "language": "chinese", "position": {"atoms": [{"position_id": 1179, "txt": "李彦宏认为，在AI、IT乃至更多领域，大多数创新都与降低成本有关。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[267]"}]}, "tags": [], "label": "content", "web_segment_id": 135, "global_sentence_id": 306, "edu_l1_label": "IOS"}, {"txt": "为此，需要使用更多算力来尝试不同的路径。", "language": "chinese", "position": {"atoms": [{"position_id": 1180, "txt": "为此，需要使用更多算力来尝试不同的路径。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[267]"}]}, "tags": [], "label": "content", "web_segment_id": 135, "global_sentence_id": 307, "edu_l1_label": "IOS"}, {"txt": "也许，在某个时刻会找到一条捷径，比如说只需600万美元就能训练出一个模型，但在此之前，可能已花费了数十亿美元，用于探索哪条路才是花费这600万美元的正确途径。", "language": "chinese", "position": {"atoms": [{"position_id": 1181, "txt": "也许，在某个时刻会找到一条捷径，比如说只需600万美元就能训练出一个模型，但在此之前，可能已花费了数十亿美元，用于探索哪条路才是花费这600万美元的正确途径。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[267]"}]}, "tags": [], "label": "content", "web_segment_id": 135, "global_sentence_id": 308, "edu_l1_label": "IOS"}, {"txt": "从产业创新路径的层面来看，DeepSeek打破了几个“刻板共识”：", "language": "chinese", "position": {"atoms": [{"position_id": 1183, "txt": "从产业创新路径的层面来看，DeepSeek打破了几个“刻板共识”：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[269]"}]}, "tags": [], "label": "content", "web_segment_id": 136, "global_sentence_id": 309, "edu_l1_label": "IOS"}, {"txt": "AI领域中国相对美国差距不小，而且差距在拉大；", "language": "chinese", "position": {"atoms": [{"position_id": 1184, "txt": "AI领域中国相对美国差距不小，而且差距在拉大；", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[269]"}]}, "tags": [], "label": "content", "web_segment_id": 136, "global_sentence_id": 310, "edu_l1_label": "IOS"}, {"txt": "美国的芯片是制约中国AI产业发展的关键，可以卡住中国；", "language": "chinese", "position": {"atoms": [{"position_id": 1185, "txt": "美国的芯片是制约中国AI产业发展的关键，可以卡住中国；", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[269]"}]}, "tags": [], "label": "content", "web_segment_id": 136, "global_sentence_id": 311, "edu_l1_label": "IOS"}, {"txt": "目前全球的AI竞争的核心是训练，推理是未来的事；", "language": "chinese", "position": {"atoms": [{"position_id": 1186, "txt": "目前全球的AI竞争的核心是训练，推理是未来的事；", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[269]"}]}, "tags": [], "label": "content", "web_segment_id": 136, "global_sentence_id": 312, "edu_l1_label": "IOS"}, {"txt": "大模型的关键突破都发生在美国，其他国家市场都是在反向工程。", "language": "chinese", "position": {"atoms": [{"position_id": 1187, "txt": "大模型的关键突破都发生在美国，其他国家市场都是在反向工程。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[269]"}]}, "tags": [], "label": "content", "web_segment_id": 136, "global_sentence_id": 313, "edu_l1_label": "IOS"}, {"txt": "这不仅是对中国AI产业创新的实践启示，也是对全球AI进展打破常规缓慢节奏的启示。", "language": "chinese", "position": {"atoms": [{"position_id": 1189, "txt": "这不仅是对中国AI产业创新的实践启示，也是对全球AI进展打破常规缓慢节奏的启示。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[271]"}]}, "tags": [], "label": "content", "web_segment_id": 137, "global_sentence_id": 314, "edu_l1_label": "IOS"}, {"txt": "如果既有的道路走不通，那么就需要寻找新的道路。", "language": "chinese", "position": {"atoms": [{"position_id": 1191, "txt": "如果既有的道路走不通，那么就需要寻找新的道路。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[273]"}]}, "tags": [], "label": "content", "web_segment_id": 138, "global_sentence_id": 315, "edu_l1_label": "IOS"}, {"txt": "在DeepSeek出现之前，AI行业普遍认为，使用的计算卡数量越多，模型就越先进，效果也越好。", "language": "chinese", "position": {"atoms": [{"position_id": 1192, "txt": "在DeepSeek出现之前，AI行业普遍认为，使用的计算卡数量越多，模型就越先进，效果也越好。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[273]"}]}, "tags": [], "label": "content", "web_segment_id": 138, "global_sentence_id": 316, "edu_l1_label": "IOS"}, {"txt": "然而，由于美国对中国实施芯片封锁，中国公司难以获取大量先进的计算卡。", "language": "chinese", "position": {"atoms": [{"position_id": 1193, "txt": "然而，由于美国对中国实施芯片封锁，中国公司难以获取大量先进的计算卡。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[273]"}]}, "tags": [], "label": "content", "web_segment_id": 138, "global_sentence_id": 317, "edu_l1_label": "IOS"}, {"txt": "因此，按照这种传统逻辑参与全球AI竞争，中国公司往往会陷入被动，只能不断扮演跟随者的角色，难以取得先机。", "language": "chinese", "position": {"atoms": [{"position_id": 1194, "txt": "因此，按照这种传统逻辑参与全球AI竞争，中国公司往往会陷入被动，只能不断扮演跟随者的角色，难以取得先机。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[273]"}]}, "tags": [], "label": "content", "web_segment_id": 138, "global_sentence_id": 318, "edu_l1_label": "IOS"}, {"txt": "DeepSeek狂潮的出现，从根本上改变了大模型时代的技术竞争逻辑，为中国的AI发展提供了一种全新的思路和可能性。", "language": "chinese", "position": {"atoms": [{"position_id": 1196, "txt": "DeepSeek狂潮的出现，从根本上改变了大模型时代的技术竞争逻辑，为中国的AI发展提供了一种全新的思路和可能性。", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[275]"}]}, "tags": [], "label": "content", "web_segment_id": 139, "global_sentence_id": 319, "edu_l1_label": "IOS"}, {"txt": "季宇认为，“过去的四五十年中，经验主义对中国的经济腾飞起到了巨大的作用，但也形成了一定的思维定式，如果中国没有已经走到世界前列的情况下，经验主义其实是一个非常有效的方法论，但是中国处在世界前列时，无论是技术还是商业创新是需要反经验主义的，反经验主义不只是‘反’经验，更需要新的把事情做成的新的方法论，反经验主义或许可以帮助中国科技创新突破瓶颈。”", "language": "chinese", "position": {"atoms": [{"position_id": 1198, "txt": "季宇认为，“过去的四五十年中，经验主义对中国的经济腾飞起到了巨大的作用，但也形成了一定的思维定式，如果中国没有已经走到世界前列的情况下，经验主义其实是一个非常有效的方法论，但是中国处在世界前列时，无论是技术还是商业创新是需要反经验主义的，反经验主义不只是‘反’经验，更需要新的把事情做成的新的方法论，反经验主义或许可以帮助中国科技创新突破瓶颈。”", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[277]"}]}, "tags": [], "label": "content", "web_segment_id": 140, "global_sentence_id": 320, "edu_l1_label": "IOS"}, {"txt": "财经杂志，作者：", "language": "chinese", "position": {"atoms": [{"position_id": 1200, "txt": "财经杂志", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[279]/a/span"}, {"position_id": 1202, "txt": "，作者：", "x": "/html/body/div[3]/div/div/div/div/div[1]/section/div/div/div[1]/div[4]/div/p[279]/span[2]"}]}, "tags": [], "label": "author", 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# 狂潮30天，DeepSeek改变了谁？
## 一、狂潮出现
## 二、生态：聚拢效应正在形成
## 三、下游应用：奇点到来？
## 四、算力：巨变前兆
## 五、新时代开启
