以DeepSeek的爆火为轴心，整个AI2.0创投市场呈现出技术革新瞬息万变的态势，上半场的投资逻辑随时可能被推翻。耀途资本创始合伙人白宗义对记者表 示，有变量是好事，如果一个好赛道里面没有变量，也就意味着其中没有了VC存在的意义。 当更多投资人将目光从"六小龙"转移至DeepSeek带动的AI应用层机会后，行业开始转暖。九合创投COO张少宇对记者表示，一级市场投资热度正在提升。 之前九合投AI应用的节奏非常从容。DeepSeek爆火之后，一级市场关注AI应用的基金数量明显增多，可看项目增多，投资人看项目的节奏也明显加快。 DeepSeek革新理念 整个AI行业对新一代人工智能印象太深，以至于总认为AI是从ChatGPT开始，但在启明创投创始主管合伙人邝子平看来，其实不然，很多人工智能领域的机 会、企业与积累，都是从AI1.0时代开始的，包括旷视科技、云知声等企业，此前已经能够赋能部分垂直领域，如软件行业、机器人、具身智能、自动驾驶 等，过去的尝试对今天的行业发展也非常有意义。 而AI2.0时代，看上去好像突然在某一个春节，中国AI横空出世，一家优秀企业通过一段时间的努力，让全世界知道了中国在人工智能领域的能 ...

近日，国内知名物流企业安安快寄宣布与人工智能领军企业DeepSeek达成战略合作，正式推出"全国寄 快递4-6元"普惠服务，覆盖小件包裹的跨省及同城配送。这一举措不仅打破了传统快递行业的价格壁 垒，更通过AI技术赋能物流全链路，为用户提供兼具高性价比与高效能的智慧化服务体验。 技术驱动：DeepSeek多模态大模型优化物流效率 安安快寄透露，下一步计划将DeepSeek技术应用于生鲜冷链、医药配送等精细化场景，并开放API接 口，吸引电商平台、社区团购等生态伙伴接入，进一步降低全链路成本。 价格与服务：4元起发全国，打破"低价噱头"质疑 结语 据安安快寄披露，新服务首重价格低至4-6元，支持顺丰、中通、圆通等主流快递公司，并提供免费上 门取件。此前，市场上类似"5元寄全国"宣传曾引发用户对实际价格的质疑，第三方测试显示多数平台 实际费用在7.8-10元区间。对此，安安快寄强调其价格透明，无隐藏费用，并通过规模化运营与AI降本 实现可持续低价。 在物流行业智慧化转型的浪潮下，安安快寄与DeepSeek的合作不仅重新定义了低价服务的可行性，更 以技术革新为行业注入新动能。消费者能否真正告别"高价快递"时代?这场由 ...

这也意味着有些平台的家被"偷"了。比如，一些种草社区的奶酪被就动了。因为不关联商业利益，不少消费者认为DeepSeek的推荐要更客观中立，开始主 动找它推荐美食、指导穿搭、提供旅游攻略。商家甚至地方文旅，也将"DeepSeek推荐"作为金字招牌。 消费决策的活都被它抢了，那么种草社区的饭碗还牢靠吗？ DeepSeek推荐，碾压伊能静 到了一个陌生的城市，想体验一下当地特色应该怎么做？DeepSeek横空出世后，很多人已经开始尝试让它来拿主意。 80后正哥，最近就被DeepSeek种草了一次。正哥曾在日本打拼数年，如今回到北京，在一家金融公司做经理。每当下班之际，正哥总想像在日本时那样 去居酒屋小酌几杯，但他对北京的小酒吧并不熟悉。得知DeepSeek可以精准地推荐商铺后，正哥尝试问了问。 深度思考34秒后，DeepSeek给出了答案： DeepSeek 越杀越勇。上月底，它不仅 发布 了 新 版本 ， 月 访问量 也超过了ChatGPT ， 达 5.25亿次 。 每天大约有 3000万人，有事没事，找它问东问 西。 据用户反馈，他们之所以选择让DeepSeek来种草，原因有二。一是赶时髦，二是足够省时省力。 ...

DeepSeek们是否会冲击到SaaS的生意？这是近段时间以来行业关注的热点话题。 之所以担心SaaS行业被冲击，是因为有了DeepSeek这类通用大模型之后，此前企业软件中的一部分功 能，可能没有存在的必要了，因为这些功能可以被AI直接接管。 史彦泽告诉钛媒体App，除了6大智能体，此次更新比较大的改变是销售易CRM全新的AI式交互。"已经 看不到任何传统软件的痕迹，借鉴了消费级AI应用的交互，从一个智能对话窗开始，将上述六大智能 体以应用形式无缝融入应用菜单，实现多智能体之间的高效协同。" 微软集团CEO纳德拉三个月前也曾对此问题做过公开讨论。他的观点是，AI将重塑SaaS的运行逻辑。 纳德拉认为，SaaS实际上是带有业务逻辑的数据库，而未来这些业务逻辑将会转移到AI Agent中，企业 所有的业务逻辑都将存在于AI层，AI Agent将成为整合层UI连接各种AI Agent和应用数据，从而重塑工 作流程。 更进一步的，因为业务逻辑转移到AI层，从而使得后端系统变得多余，也将导致人们开始替换后端。 微软旗下含CRM和ERP功能的Microsoft Dynamic 365正在积极应对这种变化，比如融合后端以 ...

本文来自微信公众号：赛博禅心，作者：金色传说大聪明，题图来自：视觉中国 Llama 4 发布了。（https://huggingface.co/meta-llama） Llama 4 的三款模型 但这次，它没有高调宣称参数量"遥遥领先"，而是通过三款模型来重新布局： MoE 大概就是这样 过去，MoE 更多还是"实验室选项"，自 DeepSeek 大火后，很多厂商开始尝试将其用于主力模型，比如这次的 Meta。在 Llama 4 中，模型 Scout 配置 16 专 家，而 Maverick 则是 128 专家，推理时都只激活两个，17B的量。 回顾一下，DeepSeek 在 R1 和 V3 中也是类似：671B 总参数，37B 激活，用更可控的计算开销，换来模型能力密度的提升。 一个用、一主力、一教学，不卷彼此，也不试图通吃所有任务。 讲道理，看这个发布的时候，我总隐隐有当时读 DeepSeek V3 技术报告的感觉：拥抱 MoE，拥抱合成数据。 架构转向：MoE 登上主舞台 Lllma 3 是 Dense，哪怕 400B 的模型都是 Dense；而 Llama 4 是 MoE 架构。 （关于架构的问题，推 ...

本文作者：鲍奕龙 来源：硬AI 本周全球被关税议题占据头条，但科技界的目光却聚焦在AI领域的密集动作上。 周末，Meta深夜突袭发布Llama 4系列，号称"原生多模态+千万级上下文窗口"，并首次披露单卡H100可运行的轻量化版本。此前OpenAI则宣布O3 和O4-mini模型即将在几周内上线，同时确认GPT-5因技术整合和算力部署问题推迟数月。 DeepSeek则与清华大学的研究团队本周联合发布了一篇关于推理时Scaling的新论文，提出了一种名为自我原则点评调优（SPCT）的学习方法，并 构建了DeepSeek-GRM系列模型。结合元奖励模型实现推理时扩展，性能接近671B大模型，暗示DeepSeek R2临近。 Meta强势推出Llama 4，多模态与超长上下文成亮点 周六，Meta正式发布了Llama 4系列模型，Llama 4全系采用混合专家（MoE）架构，并实现了原生多模态训练，彻底告别了Llama 3纯文本模型 的时代。此次发布的模型包括： 此次公布的Llama 4 Maverick 和 Llama 4 Scout 将是开源软件。然而，Llama 4 的新许可证对使用有一定限制，例如月活用户超 ...

自DeepSeek掀起新一轮大模型热潮来，全球科技巨头的AI军备赛依旧热火朝天。 经历多次延期之后，Meta最新推出超级"王炸"，开源王座一夜易主。 Llama 4 系列登场 当地时间周六(4月5日)，Meta推出了其最强大的开源AI大模型Llama 4。 据Meta介绍，Llama4 是多模态大模型，能处理整合多种数据，能在不同格式间实现内容转换。 其中，Scout最高支持1000万上下文的输入(10 M Context)，击败了OpenAI的模型。 在广泛基准测试中，Scout分数超过Gemma 3、Gemini 2.0 Flash-Lite、Mistral 3.1。 Maverick则仅用一半参数，使其推理编码能力与DeepSeek-v3-0324实力相当。 另外在编程、推理、多语言、长上下文和图像基准测试中碾压了GPT-4o和Gemini 2.0等同类模型。 即日起，用户可从llama.com和Hugging Face可下载Llama 4 Scout和Llama 4 Maverick模型。 这些模型很快也将在主流云和数据平台、边缘芯片和全球服务集成商上提供。 2万亿巨无霸将至 该系列首次采用混合专家( ...

Core Insights - The report focuses on the application of large models in the consumer electronics industry, highlighting the industry ecosystem, advantages of the DeepSeek model, capabilities of Tencent Cloud's TI platform, and practical applications of large model development platforms [1][2]. Group 1: Large Model Industry Ecosystem - The large model industry chain consists of four levels: self-developed model structures by companies like Google and Microsoft, pre-trained model developers such as Huawei Cloud and Zhipu AI, and enterprises like Changan Automobile and Kingdee that fine-tune models based on data or directly call APIs [1][2]. - There is significant progress in open-source models, with a diverse range of domestic and international large models emerging [1]. Group 2: DeepSeek Model Advantages - The DeepSeek series has made notable achievements in natural language processing, with DeepSeek-V3 being a powerful mixed expert language model trained on 14.8 trillion high-quality tokens and possessing 671 billion parameters, excelling in knowledge tasks [4][5]. - DeepSeek-R1, based on DeepSeek-V3-Base, demonstrates outstanding performance in complex reasoning tasks such as mathematics and code generation [6]. Group 3: Tencent Cloud TI Platform Support - Tencent Cloud's TI platform provides comprehensive technical support from model development to application, including AI modeling deployment, large model fine-tuning, and data construction capabilities [2][10]. - The platform supports large-scale training with multiple machines and cards, automatic fault recovery, and offers various fine-tuning modes and inference acceleration capabilities [2][10]. Group 4: Large Model Application Development Platform Practices - Tencent Cloud's large model knowledge engine offers three application modes: standard mode for intelligent customer service, workflow mode for complex business scenarios, and agent mode for autonomous task planning and tool invocation [2][11]. - The platform facilitates rapid development and deployment of large model applications, catering to diverse developer needs and accelerating the application of large models across industries [2][11].

Core Viewpoint - The domestic semiconductor equipment industry is experiencing a potential breakthrough moment, highlighted by the popularity of Shenzhen Xinkailai Industrial Machinery Co., Ltd. at the SEMICON China 2025 exhibition, where the company showcased 31 new devices covering the entire semiconductor manufacturing process [1][2]. Company Overview - Shenzhen Xinkailai was established in June 2022 and is backed by Shenzhen State-owned Assets Supervision and Administration Commission, indicating strong governmental support [2]. - The company has connections to Huawei, having originated from Huawei's "Starlight Engineering Division" [2][3]. - The core team of Xinkailai possesses over 20 years of experience in electronic equipment technology development [3]. Product Launch and Technology - Xinkailai unveiled a range of products including EPI, ALD, PVD, ETCH, CVD, and measurement equipment, which are critical to semiconductor manufacturing processes [4]. - The company claims that its equipment achieves 100% domestic control, with all core components being either self-developed or sourced through strategic partnerships [3][4]. - The new high-precision thin film deposition equipment is reported to have technology parameters close to international leading levels, aiming to disrupt the existing market dominated by international giants [4][5]. Market Trends - The semiconductor equipment market in China is projected to reach approximately 240 billion yuan in 2024, with significant revenue growth expected for several domestic companies [7][8]. - The overall domestic semiconductor equipment market is seeing accelerated product upgrades and increased domestic substitution, with the comprehensive domestic equipment localization rate expected to exceed 50% by 2025 [8]. - The demand for semiconductor equipment is anticipated to grow due to advancements in AI, IoT, and automotive electronics, contributing to a market recovery [8]. Industry Dynamics - The semiconductor equipment industry is entering a phase of consolidation and collaborative development, with companies pursuing mergers and acquisitions to enhance resource integration and competitiveness [9]. - Notable domestic players like North Huachuang are expected to see significant revenue growth, indicating a strengthening position in the global market [7][9].

Core Insights - The rapid development of the technology industry necessitates innovative financial regulation, particularly in the context of AI applications in finance [1] - Mobile payments are emerging as a new paradigm for financial inclusion globally, but they also face significant risks [7] - Hong Kong is positioned as a key hub for technological innovation and experimentation, especially in the context of virtual asset legalization [10] Group 1: AI and Technology Development - DeepSeek is recognized for its rapid growth, promoting healthy competition and industry advancement at lower costs [2] - The importance of talent reserves in technology companies is emphasized, with a focus on establishing effective training mechanisms and resource integration [3][4] - The AI industry must address energy consumption issues and seek sustainable energy solutions to support technological applications [2] Group 2: Global Expansion and Communication - Effective global expansion relies on clear communication to ensure that the broader ecosystem understands the business [3] - Asian markets are highlighted for their advanced technology and emerging brands, providing opportunities for global outreach [3] Group 3: Algorithm Transparency and Regulation - Algorithm transparency is crucial for fair financial decision-making, impacting loan approvals and interest rates [5] - Regulatory frameworks should enforce algorithm transparency and encourage private sector compliance to build trust in the financial system [5][6] Group 4: Mobile Payments and Risks - Mobile payments have significantly contributed to reducing financial inclusion gaps, especially in remote areas [7] - Two major risks associated with mobile payments include infrastructure dependency and rising fraud incidents, with a noted 50% annual increase in fraud cases over the past five years [7] - The establishment of a favorable regulatory environment is essential to protect consumers and support the growth of mobile payments [8] Group 5: Hong Kong's Role in Technological Innovation - Hong Kong is seen as a "super connector" for technology and finance, facilitating innovation and sharing of experiences [10] - The regulatory approach should adapt to new technologies while maintaining existing frameworks to address emerging risks in the digital asset space [9]