ʲô£¿£¡DeepSeekÑÛÖеÄJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾¾¹È»ÊÇ¡­¡­
Ðû²¼Ê±¼ä£º2025-02-25 ×÷ÕߣºUW J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾ ä¯ÀÀ´ÎÊý: 187

2025ÄêÐÂÄêÒÁʼ

¹ú²úAI´óÄ£ÐÍ DeepSeek

ƾ½è“Éî¶È˼¿¼”ºÍ“ÈËζ¶ù¶Ô»°”Ïà¹Ø»°Ìâ

ƵƵµÇÉÏ΢²©ÈÈËѵÚÒ»

µ± DeepSeek ÓöÉÏ J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾

½«»áÅöײ³öÔõÑùµÄ»ð»¨£¿

J9¹ú¼ÊÍÅÌåÏò×î½üÈÈ¶ÈÆÄ¸ßµÄÈ˹¤ÖÇÄÜ DeepSeek

ÌᳫÁËÒ»³¡¿ç½ç¶Ô»°

ÄÇô£¬ÔÚDeepSeekÑÛÖУ¬

J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾¾¿¾¹ÊÇʲôÑùµÄÄØ£¿

PART 01 ÄãÖªµÀJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾Âð£¿

DeepSeeK£ºJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾£¨¹ÉƱ´úÂ룺688518£©ÊÇÖйú¼¤¹âº¸½ÓÁìÓòµÄÁúÍ·ÆóÒµ£¬½¨ÉèÓÚ2005Ä꣬×ܲ¿Î»ÓÚÉîÛÚ£¬×¨×¢ÓÚ¾«Ãܼ¤¹âº¸½ÓÉ豸¼°×Ô¶¯»¯½â¾ö·½°¸µÄÑз¢¡¢Éú²úºÍÏúÊÛ£¬²úÎï¹ã·ºÓ¦ÓÃÓÚ¶¯Á¦µç³Ø¡¢Æû³µÖÆÔì¡¢Ïû·Ñµç×Ó¡¢¹âͨѶ¡¢Ò½ÁÆÆ÷еµÈÁìÓò¡£2020ÄêµÇ½¿Æ´´°å²¢³ÉΪ“¿Æ´´°å¼¤¹âº¸½ÓµÚÒ»¹É”¡£ÒÔÏÂÊÇÆä½¹µãÌØÕ÷µÄ×ۺϷÖÎö£º

Ò»¡¢ÐÐҵְλÓë¼¼ÊõÓÅÊÆ£º

1.Êг¡Ö÷µ¼Õß
J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾ÊǺ£ÄÚ×î´óµÄרעÓÚÐÂÄÜÔ´ÐÐÒµ¼¤¹âº¸½ÓµÄÆóÒµÖ®Ò»£¬2023ÄêÔÚÖйú¼¤¹âº¸½Ó³ÉÌ×É豸Êг¡µÄÕ¼ÓÐÂÊԼΪ30%£¬Î»¾ÓÐÐÒµµÚÒ»ÌݶÓ¡£Æä¶¯Á¦µç³Øº¸½ÓÉ豸Éî¶È°ó¶¨ÄþµÂʱ´ú¡¢±ÈÑǵϵÈÍ·²¿¿Í»§£¬ÀýÈçÄþµÂʱ´úÀÛ¼ÆÍ¶²úµÄ70Ìõ¶¯Á¦µç³Ø²úÏßÖУ¬62Ìõ½ÓÄÉÁËJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾µÄÉ豸¡£

2.¼¼Êõ±ÚÀÝÏÔÖø
¹«Ë¾ÓµÓм¤¹âº¸½ÓÁìÓòµÄ¶àÏî½¹µã¼¼Êõ£¬°üÂÞ“²¨ÐοØÖÆÊµÊ±¼¤¹âÄÜÁ¿¸º·´À¡¼¼Êõ”£¨»ñ¹ã¶«Ê¡¿ÆÑ§¼¼Êõ¶þµÈ½±£©ºÍ“¶à²¨³¤¼¤¹âͬÖḴºÏº¸½Ó¼¼Êõ”£¨Ìî²¹º£ÄÚ¿Õ°×£©£¬ºóÕß¿ÉʵÏÖµ¥²¨³¤8000WµÄ¹¦ÂÊÊä³ö£¬¼¼ÊõÖ¸±ê±È¼ç¹ú¼ÊÁúÍ·¡£½ØÖÁ2023Ä꣬¹«Ë¾ÀۼƻñµÃרÀû368Ïº¬·¢ÏÖרÀû36Ï¡¢Èí¼þÖø×÷Ȩ219Ïî¡£

¶þ¡¢ÐÐҵְλÓëÊг¡ÌåÏÖ

1.Êг¡Õ¼ÓÐÂÊ

2023ÄêÖйú¼¤¹âº¸½Ó³ÉÌ×É豸Êг¡¹æÄ£Îª115.2ÒÚÔª£¬J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾ÊÐÕ¼ÂÊÔ¼30%£¬Î»ÁÐÐÐÒµµÚÒ»ÌݶÓ¡£2023ÄêÓªÊÕ´ï35.1ÒÚÔª£¬2018-2023Ä긴ºÏÔö³¤ÂÊ´ï29%¡£J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾²úÎïÁýÕÖ¶¯Á¦µç³Ø¶¥¸Çº¸½Ó¡¢Ãܷⶤº¸½ÓµÈÒªº¦¹¤ÒÕ£¬¼¼ÊõÖ¸±êÂú×ã±ÈÑǵϵÈÍ·²¿¿Í»§µÄ¸ßÒªÇó¡£³ý¶¯Á¦µç³ØÍ⣬²úÎﻹӦÓÃÓÚÏû·Ñµç×Ó¡¢Æû³µÖÆÔì¡¢Ò½ÁÆÉ豸µÈÁìÓò£¬¿Í»§°üÂÞËÉÏ¡¢ÈýÐÇ¡¢¸»Ê¿¿µµÈ¹ú¼ÊÆóÒµ¡£ÍâÑóÊг¡ÒѽṹÈÕ±¾¡¢µÂ¹ú¡¢±±ÃÀ¡¢Ó¡¶ÈµÈµØ¡£

2.ÐÐÒµ¾ºÕù»¨Ñù

¼¤¹â¼Ó¹¤É豸ÐÐÒµ¼¯ÖжȽϵͣ¨CR4Ô¼44%£©£¬J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾Æ¾½èϸ·ÖÁìÓòµÄ¼¼Êõ±ÚÀݺͶ¨ÖÆ»¯·þÎñÄÜÁ¦£¬ÓëÆäÓàÐÐÒµ¼¤¹âÆóÒµÐγɲîÒ컯¾ºÕù£¬²¢²»Í£ÍØÕ¹¼¤¹âËÜÁϺ¸½Ó¡¢¼¤¹âÎýº¸µÈй¤ÒÕ£¬²¢½á¹¹¹Ì̬µç³Ø¡¢Æû³µÁ㲿¼þµÈÐÂÐËÁìÓò¡£

3.Ñз¢ÓëÈ˲ÅͶÈë

¹«Ë¾Ñз¢Í¶ÈëÕ¼ÓªÊÕ6%-8%£¨2023Äê´ï2.4ÒÚÔª£©£¬Ñз¢ÈËÔ±Õ¼±È³¬40%£¬²¢ÓëÉîÛÚ´óѧ¡¢Ïã¸ÛÀí¹¤´óѧµÈ¸ßУ½¨Éè²úѧÑÐÏàÖú£¬Íƶ¯¼¼Êõµü´ú¡£

×ܽ᣺

J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾×÷Ϊ¼¤¹âº¸½ÓÁìÓòµÄÁì¾üÕߣ¬Æ¾½è¼¼Êõ»ýÀÛºÍÍ·²¿¿Í»§×ÊÔ´£¬ÎȾӼ¤¹âº¸½ÓÐÐÒµÁúͷְ룬µ«ÐèÓ¦¶Ô¿Í»§¼¯ÖС¢ÐÐÒµÖÜÆÚµßô¤¼°¹ú¼Ê»¯ÌôÕ½¡£Î´À´Ðèͨ¹ý¼¼Êõ¶àÔª»¯¡¢ÖÇÄÜ»¯Éý¼¶ºÍÉú̬Эͬ£¬ÀÎ¹ÌÆäÔÚÐÂÄÜÔ´Óë¸ß¶ËÖÆÔìÁìÓòµÄ¾ºÕùÁ¦¡£

PART 02 ÇëÓÃÒ»¸ö´ÊڶгµØÆÀ¼ÛJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾

ÐÐÒµÇ̳þ

DeepSeeK£ºÉîÛÚJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾£¬¿°³Æ“º¸½ç¶¥Á÷”——±ðÈ˺¸ÌúƤ£¬ËûÃǺ¸µÄÊÇ“µç³ØÐÄÔà”ºÍÑÛ¿ÆÊÖÊõ»úеÈ˵ēîѺϽð½Þ딣¬Á¢Ö¾Óü¤¹âº¸´©ÐÐÒµÌ컨°å£¡

¼¼ÊõÓ²ºËµ½Á¬¼¤¹â¶¼×Ô´ø“ѧ°ÔÂ˾µ”£¬ÊÖÎÕ300¶àÏîרÀû£¬Ïñ¼«Á˿Ƽ¼½çµÄ“¾íÍõÖ®Íõ”£¬Ò»±ßÓúڿƼ¼Èú¸½ÓȱÏÝÂʵ͹ýÈËÀིÃ÷ʧ°ÜÂÊ£¬Ò»±ß»¹Òª¿ç½çÒ½ÁƵ±“Ñۿƺ¸¹¤”¡£

ËäÈ»¿Í»§¼¯Öжȸߵ½Ïñ×·ÐÇ£¬µ«È˼ÒÕýæ×ŸøÆû³µ¡¢Ò½ÁÆÐÐÒµ“·Åµçº¸ÇéÊ锣¬Í×Í׵ē¿Æ¼¼Õ¬ÖÕ¼«ÀËÂþ”£ºº¸µÃ±ÈÔÂÀÏÇ£ºìÏß»¹ÀΣ¬¾íµÃ±È¸ß¿¼»¹ºÝ£¬Î´À´ÅÂÊÇÁ¬»ðÐdzµ¶¼µÃÕÒËûÃǺ¸ÂÝË¿£¡

PART 03 ¿Í»§ÑÛÖÐJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾µÄÉ豸ÔõôÑù ?

DeepSeeK£ºÔÚÐÐÒµ¿Í»§ÑÛÖУ¬J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾(¹ÉƱ´úÂë:688518.SH)×÷Ϊº£ÄÚÁìÏȵļ¤¹âº¸½ÓÉ豸¹©Ó¦ÉÌ£¬Æä²úÎïÉ豸ºÍ·þÎñÔÚ¶à¸öÁìÓò»ñµÃÁ˽ϸߵÄÈϿɣ¬ÓÈÆäÔÚÐÂÄÜÔ´(¶¯Á¦µç³Ø)¡¢Æû³µÖÆÔì¡¢Ïû·Ñµç×ÓµÈÐÐÒµµÄ¿Í»§ÖÐÌåÏÖÍ»³ö¡£ÒÔÏÂÊǿͻ§ÊӽǵÄÖ÷ÒªÆÀ¼Ûά¶È:

Ò»¡¢¼¼ÊõʵÁ¦Óë²úÎïÐÔÄÜ£º1.½¹µã¼¼ÊõÓÅÊÆ: J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾ÒԸ߾«¶È¼¤¹âº¸½Ó¼¼ÊõΪ½¹µã£¬ÓÈÆäÔÚ¶¯Á¦µç³Øº¸½ÓÁìÓò(Èçµçо¡¢Ä£×é¡¢PACK»·½Ú)µÄÉ豸£¬¾ß±¸¸ßЧÂÊ¡¢¸ßÎȶ¨ÐԺ͸ßÒ»ÖÂÐÔ£¬Âú×ãÁËÐÐÒµ¶Ôº¸½Ó¹¤ÒÕµÄÑÏ¿ÁÒªÇó¡£2.×ÔÖ÷Ñз¢ÄÜÁ¦: ¿Í»§ÈÏ¿ÉÆäÔÚ¼¤¹âÆ÷¡¢º¸½ÓÍ·¡¢¿ØÖÆÏµÍ³µÈ½¹µã²¿¼þÉϵÄ×ÔÖ÷Ñз¢ÄÜÁ¦²¿Ãż¼Êõ²ÎÊý(ÈçÄÜÁ¿¸º·´À¡¿ØÖÆ)µ½´ï¹ú¼ÊÏȽøË®Æ½£¬½µµÍÁ˶ÔÍⲿ¹©Ó¦Á´µÄÒÀÀµ¡£3.¹¤ÒÕÊÊÅäÐÔ: É豸֧³Ö¶àÖÖÖÊÁÏ(ÈçÂÁ¡¢Í­¡¢²»Ðâ¸Ö)ºÍÅÓ´ó½á¹¹µÄ½Ó£¬²¢ÄÜÕë¶Ô¿Í»§ÐèÇóÌṩ¶¨ÖÆ»¯½â¾ö·½°¸£¬ÊÊÅä²îÒìÉú²ú³¡¾°¡£

¶þ¡¢É豸¿É¿¿ÐÔÓëÉú²úЧÂÊ£º1.¸ßÎȶ¨ÐÔÓëÁ¼Æ·ÂÊ:ÔÚ¶¯Á¦µç³ØµÈ´ó¹æÄ£Á¬ÐøÉú²úµÄ³¡¾°ÖУ¬¿Í»§·´À¡ÆäÉ豸¹ÊÕÏÂʽϵͣ¬º¸½ÓÁ¼Æ·ÂÊ¿ÉÂú×ãÐÐҵͷ²¿ÆóÒµ³ß¶È(Èç>99.5%)£¬ÌÔÌ­ÁËÍ£»úά»¤³É±¾¡£2.×Ô¶¯»¯ÓëÖÇÄÜ»¯: J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾µÄ²úÏß¼¯³ÉÄÜÁ¦½ÏÇ¿£¬É豸¼æÈÝ×Ô¶¯»¯ÉÏÏÂÁÏ¡¢ÊÓ¾õ¼ì²â¡¢Êý¾Ý×·Ëݵȹ¦Ð§£¬×ÊÖú¿Í»§ÌáÉýÕûÌåÉú²úЧÂÊ£¬ÇкϹ¤Òµ4.0Ç÷ÊÆ¡£

Èý¡¢ÊÛºó·þÎñÓëÏìÓ¦ËÙ¶È£º1.µ±µØ»¯·þÎñÍøÂç: ¿Í»§ÆÕ±éÈÏ¿ÉÆäÈ«¹ú¼°ÍâÑó·þÎñÍøµãµÄÁýÕÖÄÜÁ¦£¬Äܹ»¿ìËÙÏìÓ¦ÏÖ³¡¼¼ÊõÖ§³ÖÐèÇó£¬ÓÈÆäÔÚ²úÏß½ô¼±µ÷ÊÔ»ò¹ÊÕÏ´¦Öóͷ£Ê±ÌåÏÖÍ»³ö¡£2.¹¤ÒÕÖ§³ÖÍŶÓ: Õë¶Ôй¤ÒÕ¿ª·¢ÐèÇó£¬J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾³£ÅÉפ¹¤³ÌʦÓë¿Í»§ÁªºÏ¹¥¹Ø£¬Ìṩ´Óº¸½Ó²ÎÊýÓÅ»¯µ½²úÏßÂ䵨µÄÈ«³Ì·þÎñ£¬½µµÍÁ˿ͻ§µÄ¼¼ÊõÃż÷¡£

ËÄ¡¢³É±¾ÓëÐÔ¼Û±È: 1.¹ú²úÌæ´úÓÅÊÆ: Ïà½ÏÓÚÍâÑóÆ·ÅÆ£¬J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾µÄÉ豸²É¹ººÍά»¤³É±¾¸ü¾ß¾ºÕùÁ¦£¬Í¬Ê±ÐÔÄܽӽü¹ú¼Êˮƽ£¬³ÉΪ¿Í»§ÊµÏÖ½µ±¾ÔöЧµÄÑ¡Ôñ¡£2.ÓÀÉúÃüÖÜÆÚÖ§³Ö: ²¿Ãſͻ§Ìáµ½ÆäÉ豸Éý¼¶¸ïеÄÁé»îÐԽϸߣ¬¿Éͨ¹ýÈí¼þ¸üлòÄ£¿éÌæ»»ÑÓ³¤É豸ʹÓÃÖÜÆÚ£¬½µµÍºã¾ÃͶÈë¡£

×ܽá: ÔÚÐÐÒµ¿Í»§ÑÛÖУ¬J9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾Êǹú²ú¸ß¶Ë¼¤¹âº¸½ÓÉ豸µÄ´ú±í³§ÉÌ£¬Æä²úÎïÔÚ¼¼ÊõÐÔÄÜ¡¢¿É¿¿ÐԺͷþÎñÄÜÁ¦ÉÏÄܹ»Âú×ãÍ·²¿ÆóÒµÐèÇó£¬ÓÈÆäÔÚ¶¯Á¦µç³ØÁìÓò½¨ÉèÁ˽ÏÇ¿µÄÆ·ÅÆÈÏÖª¡£

DeepSeek¸ø³öµÄ´ð°¸

¼ÈÓÐJ9¹ú¼ÊÍÅÌåÒâÁÏÖ®ÖеĿ͹Û

Ò²Óв»ÆÚ¶øÓöµÄ¾ªÏ²ºÍÎÂů

ÈËÀàÓëAIµÄÅöײ

ÊÇÊÔ̽¡¢ÊÇÐÂÆæ¡¢ÊÇÓÐȤ

ÄÇ DeepSeek ÑÛÖеĠJ9¹ú¼Ê¿Æ¼¼¹É·ÝÓÐÏÞ¹«Ë¾

ºÍÄãÐÄÖеÄÒ»ÑùÂð£¿

¿ìÔÚÆÀÂÛÇø·ÖÏíÒ»ÏÂ~

·µ»Ø