“神秘东方力量”冲击美股！DeepSeek火爆全网

当地时间1月27日，受中国人工智能初创公司——深度求索公司（DeepSeek）冲击，美国人工智能主题股票遭抛售，美国芯片巨头英伟达（NVIDIA）股价历史性暴跌，纳斯达克综合指数大幅下跌。

1月27日，纳斯达克综合指数大幅下跌 图源：纽约时报

Advances in artificial intelligence by Chinese upstarts rattled US markets on Monday, with the threat of greater competition prompting a slide in shares of the biggest technology companies.

On Monday, the S&P 500 index fell 1.5 percent, and the tech-heavy Nasdaq dropped 3.1 percent. Nvidia was hit hard, plunging 16.9 percent and losing roughly $600 billion in market value. Falling tech stocks also dented market indexes in Europe and Japan.

市场分析认为，此次美国股市震荡的核心原因是DeepSeek的最新突破，动摇了美国科技行业的地位。2024年底，DeepSeek发布了新一代大语言模型V3，并宣布开源。测试结果显示，该模型在多项评测中表现优于主流开源模型，且具有成本优势。

本月，DeepSeek在世界经济论坛2025年年会开幕当天发布了最新开源模型R1，再次引发全球关注。

据介绍，R1模型在技术上实现了重要突破——用纯深度学习方法让AI自发涌现出推理能力，在数学、代码、自然语言推理等任务上，性能比肩OpenAI的o1模型正式版，且训练成本仅为560万美元，远低于美国科技巨头的数亿美元乃至数十亿美元投入。

On Jan 20, Chinese artificial intelligence firm DeepSeek officially launched its latest AI model, DeepSeek-R1, positioning its performance to rival OpenAI's o1 official version.

In addition to matching o1 in performance, the release of DeepSeek-R1 sent shockwaves through the US tech industry because it is fully open-source and achieved this breakthrough at an exceptionally low cost.

市场分析师认为，DeepSeek的模型推出如同一颗“震撼弹”，令市场对美国科技行业的竞争力产生疑虑，导致人工智能主题股票遭抛售。

安内克斯理财公司首席经济学家雅各布森表示，人们真正感到诧异的是，像英伟达这样的公司，被认为几乎垄断了人工智能生态系统中的所有芯片，但也许“护城河”并不像人们想象的那么强大，这可能是其股价下跌的原因。

DeepSeek can match the abilities of cutting-edge chatbots while using a fraction of the specialized computer chips that leading AI companies rely on. That's prompted investors to rethink the heady valuations of companies like Nvidia, whose equipment powers the most advanced AI systems, as well as the enormous investments that companies like Alphabet, Meta and OpenAI are making to build their businesses.

目前，DeepSeek开发的移动应用程序已超越OpenAI的ChatGPT，登顶苹果手机应用商店美国区免费应用榜单。（此前报道）

By Monday, DeepSeek has surged to the top of the free app download charts in the United States region of the Apple App Store, surpassing the once-dominant ChatGPT. It also secured the number one spot on the free app rankings in China.

来源：央视新闻微信公众号 中央广电总台中国之声 纽约时报