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凌云青木

凌云青木

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IP属地：北京

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06-25

$三花智控(02050)$，虽破发，但盈利，26出了半仓，26.25出了半仓，打新还是要结合公司情况，要扛得住破发才可以

05-07

$诺和诺德(NVO)$ 长期看涨，90的本，今天71先出1/3仓位，等低点时再接回来，做波段降低成本

05-02

投资是场马拉松，绝不是一夜暴富 $诺和诺德(NVO)$ 长期看涨，中间做波段来增加持仓和降低成本

04-03

$三倍做空富时中国ETF-Direxion(YANG)$ 目标50，在择时降息之前应该还会往上涨涨

02-14

$英伟达(NVDA)$ 10个点收益下车

01-30

芯片管制，就不怕再把芯片给搞出来吗？

DeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架

01-29

$英伟达(NVDA)$

01-24

要崛起了么

效果惊人，诺和诺德减肥药Amycretin使受试者体重减轻22%

2024-12-31

$诺和诺德(NVO)$ 开仓

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目标50，在择时降息之前应该还会往上涨涨","images":[{"img":"https://static.tigerbbs.com/f51442577cf4fc062d804b1e440332a5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/420253499515000","isVote":1,"tweetType":1,"viewCount":7923,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"content":"不知不觉较底部涨20%了,买这个就跟捡钱一样","text":"不知不觉较底部涨20%了,买这个就跟捡钱一样","html":"不知不觉较底部涨20%了,买这个就跟捡钱一样"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":403228223856864,"gmtCreate":1739462623986,"gmtModify":1739463477733,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 10个点收益下车","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 10个点收益下车","text":"$英伟达(NVDA)$ 10个点收益下车","images":[{"img":"https://static.tigerbbs.com/611f0e8689f1cd51c0f9bf11db345d9c","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403228223856864","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398122705232480,"gmtCreate":1738220332015,"gmtModify":1738221286363,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"芯片管制，就不怕再把芯片给搞出来吗？","listText":"芯片管制，就不怕再把芯片给搞出来吗？","text":"芯片管制，就不怕再把芯片给搞出来吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398122705232480","repostId":"1173690005","repostType":2,"repost":{"id":"1173690005","kind":"news","pubTimestamp":1738218806,"share":"https://www.laohu8.com/m/news/1173690005?lang=&edition=full","pubTime":"2025-01-30 14:33","market":"us","language":"zh","title":"DeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架","url":"https://stock-news.laohu8.com/highlight/detail?id=1173690005","media":"智东西","summary":"硅谷阴招和脏水泼向DeepSeek！智东西1月30日报道，春节期间吸引全球关注的DeepSeek热度丝毫不减。而也有部分AI圈名人发声力挺DeepSeek，如Meta首席科学家杨立昆、Hugging Face CEO Clem Delangue等。意大利数据保护机构也采取了类似措施，他们认为DeepSeek对意大利数百万人数据造成风险，DeepSeek需要在20天时间里作出回应。","content":"<html><head></head><body><blockquote><p><strong>硅谷阴招和脏水泼向DeepSeek！</strong></p></blockquote><p>1月30日，春节期间吸引全球关注的DeepSeek热度丝毫不减。截至今天上午，DeepSeek-R1已经冲至开源平台Hugging Face最受欢迎模型榜单的<strong>第5名</strong>，离第4名Llama-3-8B的差距还在持续缩小。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0ccac0f1fae464f3c804cf10d7d1a51\" title=\"▲Hugging Face最受欢迎模型榜单\" tg-width=\"1000\" tg-height=\"1088\"/><span>▲Hugging Face最受欢迎模型榜单</span></p><p>DeepSeek的服务器似乎也因这场爆火而承受了巨大的压力。在高峰期，与DeepSeek对话需要等待5秒到20秒不等，而联网搜索服务更是长期处于繁忙状态，基本无法使用；面向开发者和企业的DeepSeek开放平台也处于无法访问的状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/265a84d2fdf2f81740bff1f64ebc8c7c\" title=\"▲DeepSeek联网搜索功能和开放平台目前均无法使用\" tg-width=\"1000\" tg-height=\"1171\"/><span>▲DeepSeek联网搜索功能和开放平台目前均无法使用</span></p><p>这让人不由得联想起2022年底、2023年初，ChatGPT刚刚爆火出圈时，似乎也是同样的情景。</p><p>然而，DeepSeek也逃不过树大招风的命运，科技圈大佬对其态度已一时间分裂为多个派别，各持己见。</p><p>就在刚刚，Meta CEO马克·扎克伯格在财报电话会中首次对DeepSeek近期的爆火做出回应，他称Meta对DeepSeek并不感到担忧，反而<strong>增强了他们对开源路径的信心</strong>。</p><p>此外，扎克伯格称DeepSeek一家的成就并不能证明大算力的时代就过去了，“<strong>我持续认为大量的资本支出和基础设施建设能带来长远的战略优势</strong>”。</p><p>而微软CEO Satya Nadella在微软半年财报电话会中称，DeepSeek的产品确有创新，基本上顺应了AI成本下降的大趋势。</p><p>昨晚，Anthropic创始人兼CEO Dario Amodei发布万字长文评价DeepSeek的种种成就，并呼吁美国政府继续维持芯片管制，将H20这样的中国特供版芯片也纳入限制范围，<strong>最终打造以美国为主导的单极世界</strong>。</p><p>Amodei称，DeepSeek的模型与美国前沿模型的<strong>差距有7-10个月</strong>，实际训练价格可能也没有号称的那么低。他还不惜自曝Claude 3.5 Sonnet模型的训练成本为“数千万美元”，以佐证DeepSeek的成本优势并不显著。</p><p>而也有部分AI圈名人发声力挺DeepSeek，如Meta首席科学家杨立昆、Hugging Face CEO Clem Delangue等。广大国际网友也不断用实际行动投票，开发出大量基于R1的衍生模型，丰富开源项目。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04caf7cb08d97d55b6915a1bad21a350\" title=\"▲杨立昆发文称DeepSeek证明了开源路径的正确性（图源：Linkedin）\" tg-width=\"1000\" tg-height=\"599\"/><span>▲杨立昆发文称DeepSeek证明了开源路径的正确性（图源：Linkedin）</span></p><p>此外，今天凌晨，OpenAI宣布他们掌握了DeepSeek使用其模型进行违规蒸馏的所谓“证据”，已停用DeepSeek的OpenAI API账号，但拒绝透露更多实质性信息；美国政府传出将对H20芯片施加限制，爱尔兰、意大利等国针对DeepSeek的数据安全问题提起质询，DeepSeek App已在意大利国内的应用市场全面下架。</p><p>一场针对DeepSeek的“猎巫行动”，似乎已在全球范围内悄然发酵......</p><p><strong><em>01.</em></strong></p><p><strong>OpenAI、微软展开联合调查，已取消API接口权限</strong></p><p>据彭博社报道，知情人士透露，近期OpenAI与微软展开了一项联合调查，针对DeepSeek去年使用OpenAI API接口的账户进行审查，并以涉嫌违反服务条款的模型蒸馏为由，取消了他们的访问权限。</p><p>OpenAI向英国《金融时报》进一步分享，他们看到了一些“蒸馏”的证据，并怀疑这一行为背后便是DeepSeek。</p><p>虽然蒸馏是AI行业的常见做法，但OpenAI在服务条款中规定，<strong>用户不得“复制”其服务，也不得使用输出内容来开发竞品。</strong></p><p>OpenAI拒绝向《金融时报》提供更多实质性的信息，而微软与DeepSeek尚未对此事作出回应。</p><p>这一消息曝光后，有不少网友发现了其中的矛盾所在。一位黑客新闻论坛上的网友称，无论此事是真还是假，都不能改变OpenAI被DeepSeek击败的事实——OpenAI拥有对其旗下模型更好的访问权限，<strong>他们理应能更容易地实现DeepSeek现有的成就。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933f5df2184eaefe011afeabb84f2927\" title=\"\" tg-width=\"1000\" tg-height=\"100\"/></p><p>还有一位网友认为，这一事件对维持OpenAI的高估值毫无益处，即便真的坐实，投资者也会意识到，仅仅花上几百万美元，就能复刻出OpenAI耗资成千上万亿美元才能取得的成就。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f97075af1eab4df89dd64fe4f86702e\" title=\"\" tg-width=\"1000\" tg-height=\"170\"/></p><p><strong><em>02.</em></strong></p><p><strong>Anthropic CEO发文评价DeepSeek，希望用芯片管制打造单极世界</strong></p><p>在OpenAI CEO Sam Altman前日发推回应DeepSeek的热度后，闭关数月近期才开始重新露面的Anthropic CEO Amodei也迅速在个人博客发布了一篇长文，他的核心观点是：</p><p><strong>DeepSeek虽然取得了接近美国前沿AI模型的成就，但这并不意味着美国对中国芯片出口管制不再有必要，反而是变得愈发重要。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c4db74822dcdbcbf4f9d34af46e6ca2\" title=\"\" tg-width=\"1000\" tg-height=\"701\"/></p><p>为论证这一观点，Amodei先用大量篇幅讨论了AI发展的三个动因：扩展定律、技术创新和范式转变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e202d055b61997b1e9e4f95aa3c922b5\" title=\"\" tg-width=\"1000\" tg-height=\"440\"/></p><p>他认为，AI系统的性能与训练成本成正比，新的创新和效率提升可以改变成本曲线，而 AI 领域每隔一段时间就会出现新的训练范式。DeepSeek-R1验证了大规模强化学习的潜力，是一种新的范式转变，因此也在短期内取得了巨大的成就。</p><p>至于DeepSeek-V3，Amodei称他们内部很早就已经关注到了，并提出几点他自己的论断：</p><p>1、DeepSeek-V3的创新并没有像一些报道中所称的那样，以极低成本超越美国AI公司的模型。以Claude 3.5 Sonnet为例，这款模型的训练成本为几千万美元，并且不依靠其他模型。</p><p>Sonnet的训练大致是在9个月到12个月之前进行的，而DeepSeek-V3是在去年11月-12月完成训练的，Sonnet在多项关键指标上仍然明显领先，这意味着DeepSeek实际上是以更低的价格，创造了一个美国7-10个月之前就已经训练出的模型。</p><p>2、DeepSeek-V3的成本优势并不是一个独特的突破，也没有从根本上改变大模型领域的经济帐。DeepSeek的成本下降基本符合整体趋势，下降幅度甚至低于初代GPT-4到初代Claude 3.5 Sonnet之间10倍的成本下降。</p><p>3、DeepSeek拥有至少5万块英伟达Hopper架构的芯片，包括H100、H800和H20，这些芯片的成本至少有10亿美元。因此，DeepSeek公司的总支出与美国的AI实验室并没有太大差异。</p><p>最终，Amodei呼吁美国政府应加强芯片管制。他认为目前包括H20在内的芯片都应该被纳入监管范围，虽然其训练效率较低，但在采样上的效率较高。如果美国能进一步堵上这些出口“漏洞”，阻止中国获得大量芯片，就更有可能打造出美国领先的单极世界。</p><p><strong><em>03.</em></strong></p><p><strong>多个欧洲国家就数据安全提出质询，DeepSeek在意大利惨遭下架</strong></p><p>除了来自竞争对手的指控之外，DeepSeek也已成为不少监管部门的重点关注对象。</p><p>据TechCrunch报道，爱尔兰数据保护委员会已经向DeepSeek发出信函，要求其提供有关如何处理爱尔兰公民数据的详细信息。</p><p>意大利数据保护机构也采取了类似措施，他们认为DeepSeek对意大利数百万人数据造成风险，DeepSeek需要在20天时间里作出回应。</p><p>目前，DeepSeek应用已经在意大利下架，意大利的谷歌商店和苹果App Store都已没有这款App的踪迹。</p><p>欧洲消费者组织还认为，DeepSeek在保护和限制未成年人方面的做法还不够健全，从年龄验证到未成年人数据处理都没有明确的强制执行方案。</p><p><strong><em>04.</em></strong></p><p><strong>结语：DeepSeek有望走出一条独特的发展道路</strong></p><p>DeepSeek这股神秘的东方开源力量，以多款模型的现象级爆火，将以OpenAI、Anthropic为代表的闭源模型打了个措手不及，俨然成为开闭源路径之争的牌桌上一位有力的玩家。</p><p>不过，这也将DeepSeek一时间推到了风口浪尖，收获声量与赞誉的同时，成为不少争议的焦点。在未来中美AI竞争的大背景之下，DeepSeek或将代表中国AI，走出一条独特的发展道路。</p><p>春节期间DeepSeek掀起的这场AI风暴仍在中美乃至全球科技、政金界产生持续影响，并不断发酵，已经成为改变AI科技产业趋势的风向标事件，智东西将持续跟进相关进展和报道，敬请关注。</p></body></html>","source":"zhidxcom","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/J6rNL5sfwVjQ_Xb7U0Hc2w><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷阴招和脏水泼向DeepSeek！1月30日，春节期间吸引全球关注的DeepSeek热度丝毫不减。截至今天上午，DeepSeek-R1已经冲至开源平台Hugging Face最受欢迎模型榜单的第5名，离第4名Llama-3-8B的差距还在持续缩小。▲Hugging Face最受欢迎模型榜单DeepSeek的服务器似乎也因这场爆火而承受了巨大的压力。在高峰期，与DeepSeek对话需要等待5秒到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/J6rNL5sfwVjQ_Xb7U0Hc2w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d0312efac4d277d0a1ab515a8a0e458","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/J6rNL5sfwVjQ_Xb7U0Hc2w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173690005","content_text":"硅谷阴招和脏水泼向DeepSeek！1月30日，春节期间吸引全球关注的DeepSeek热度丝毫不减。截至今天上午，DeepSeek-R1已经冲至开源平台Hugging Face最受欢迎模型榜单的第5名，离第4名Llama-3-8B的差距还在持续缩小。▲Hugging Face最受欢迎模型榜单DeepSeek的服务器似乎也因这场爆火而承受了巨大的压力。在高峰期，与DeepSeek对话需要等待5秒到20秒不等，而联网搜索服务更是长期处于繁忙状态，基本无法使用；面向开发者和企业的DeepSeek开放平台也处于无法访问的状态。▲DeepSeek联网搜索功能和开放平台目前均无法使用这让人不由得联想起2022年底、2023年初，ChatGPT刚刚爆火出圈时，似乎也是同样的情景。然而，DeepSeek也逃不过树大招风的命运，科技圈大佬对其态度已一时间分裂为多个派别，各持己见。就在刚刚，Meta CEO马克·扎克伯格在财报电话会中首次对DeepSeek近期的爆火做出回应，他称Meta对DeepSeek并不感到担忧，反而增强了他们对开源路径的信心。此外，扎克伯格称DeepSeek一家的成就并不能证明大算力的时代就过去了，“我持续认为大量的资本支出和基础设施建设能带来长远的战略优势”。而微软CEO Satya Nadella在微软半年财报电话会中称，DeepSeek的产品确有创新，基本上顺应了AI成本下降的大趋势。昨晚，Anthropic创始人兼CEO Dario Amodei发布万字长文评价DeepSeek的种种成就，并呼吁美国政府继续维持芯片管制，将H20这样的中国特供版芯片也纳入限制范围，最终打造以美国为主导的单极世界。Amodei称，DeepSeek的模型与美国前沿模型的差距有7-10个月，实际训练价格可能也没有号称的那么低。他还不惜自曝Claude 3.5 Sonnet模型的训练成本为“数千万美元”，以佐证DeepSeek的成本优势并不显著。而也有部分AI圈名人发声力挺DeepSeek，如Meta首席科学家杨立昆、Hugging Face CEO Clem Delangue等。广大国际网友也不断用实际行动投票，开发出大量基于R1的衍生模型，丰富开源项目。▲杨立昆发文称DeepSeek证明了开源路径的正确性（图源：Linkedin）此外，今天凌晨，OpenAI宣布他们掌握了DeepSeek使用其模型进行违规蒸馏的所谓“证据”，已停用DeepSeek的OpenAI API账号，但拒绝透露更多实质性信息；美国政府传出将对H20芯片施加限制，爱尔兰、意大利等国针对DeepSeek的数据安全问题提起质询，DeepSeek App已在意大利国内的应用市场全面下架。一场针对DeepSeek的“猎巫行动”，似乎已在全球范围内悄然发酵......01.OpenAI、微软展开联合调查，已取消API接口权限据彭博社报道，知情人士透露，近期OpenAI与微软展开了一项联合调查，针对DeepSeek去年使用OpenAI API接口的账户进行审查，并以涉嫌违反服务条款的模型蒸馏为由，取消了他们的访问权限。OpenAI向英国《金融时报》进一步分享，他们看到了一些“蒸馏”的证据，并怀疑这一行为背后便是DeepSeek。虽然蒸馏是AI行业的常见做法，但OpenAI在服务条款中规定，用户不得“复制”其服务，也不得使用输出内容来开发竞品。OpenAI拒绝向《金融时报》提供更多实质性的信息，而微软与DeepSeek尚未对此事作出回应。这一消息曝光后，有不少网友发现了其中的矛盾所在。一位黑客新闻论坛上的网友称，无论此事是真还是假，都不能改变OpenAI被DeepSeek击败的事实——OpenAI拥有对其旗下模型更好的访问权限，他们理应能更容易地实现DeepSeek现有的成就。还有一位网友认为，这一事件对维持OpenAI的高估值毫无益处，即便真的坐实，投资者也会意识到，仅仅花上几百万美元，就能复刻出OpenAI耗资成千上万亿美元才能取得的成就。02.Anthropic CEO发文评价DeepSeek，希望用芯片管制打造单极世界在OpenAI CEO Sam Altman前日发推回应DeepSeek的热度后，闭关数月近期才开始重新露面的Anthropic CEO Amodei也迅速在个人博客发布了一篇长文，他的核心观点是：DeepSeek虽然取得了接近美国前沿AI模型的成就，但这并不意味着美国对中国芯片出口管制不再有必要，反而是变得愈发重要。为论证这一观点，Amodei先用大量篇幅讨论了AI发展的三个动因：扩展定律、技术创新和范式转变。他认为，AI系统的性能与训练成本成正比，新的创新和效率提升可以改变成本曲线，而 AI 领域每隔一段时间就会出现新的训练范式。DeepSeek-R1验证了大规模强化学习的潜力，是一种新的范式转变，因此也在短期内取得了巨大的成就。至于DeepSeek-V3，Amodei称他们内部很早就已经关注到了，并提出几点他自己的论断：1、DeepSeek-V3的创新并没有像一些报道中所称的那样，以极低成本超越美国AI公司的模型。以Claude 3.5 Sonnet为例，这款模型的训练成本为几千万美元，并且不依靠其他模型。Sonnet的训练大致是在9个月到12个月之前进行的，而DeepSeek-V3是在去年11月-12月完成训练的，Sonnet在多项关键指标上仍然明显领先，这意味着DeepSeek实际上是以更低的价格，创造了一个美国7-10个月之前就已经训练出的模型。2、DeepSeek-V3的成本优势并不是一个独特的突破，也没有从根本上改变大模型领域的经济帐。DeepSeek的成本下降基本符合整体趋势，下降幅度甚至低于初代GPT-4到初代Claude 3.5 Sonnet之间10倍的成本下降。3、DeepSeek拥有至少5万块英伟达Hopper架构的芯片，包括H100、H800和H20，这些芯片的成本至少有10亿美元。因此，DeepSeek公司的总支出与美国的AI实验室并没有太大差异。最终，Amodei呼吁美国政府应加强芯片管制。他认为目前包括H20在内的芯片都应该被纳入监管范围，虽然其训练效率较低，但在采样上的效率较高。如果美国能进一步堵上这些出口“漏洞”，阻止中国获得大量芯片，就更有可能打造出美国领先的单极世界。03.多个欧洲国家就数据安全提出质询，DeepSeek在意大利惨遭下架除了来自竞争对手的指控之外，DeepSeek也已成为不少监管部门的重点关注对象。据TechCrunch报道，爱尔兰数据保护委员会已经向DeepSeek发出信函，要求其提供有关如何处理爱尔兰公民数据的详细信息。意大利数据保护机构也采取了类似措施，他们认为DeepSeek对意大利数百万人数据造成风险，DeepSeek需要在20天时间里作出回应。目前，DeepSeek应用已经在意大利下架，意大利的谷歌商店和苹果App Store都已没有这款App的踪迹。欧洲消费者组织还认为，DeepSeek在保护和限制未成年人方面的做法还不够健全，从年龄验证到未成年人数据处理都没有明确的强制执行方案。04.结语：DeepSeek有望走出一条独特的发展道路DeepSeek这股神秘的东方开源力量，以多款模型的现象级爆火，将以OpenAI、Anthropic为代表的闭源模型打了个措手不及，俨然成为开闭源路径之争的牌桌上一位有力的玩家。不过，这也将DeepSeek一时间推到了风口浪尖，收获声量与赞誉的同时，成为不少争议的焦点。在未来中美AI竞争的大背景之下，DeepSeek或将代表中国AI，走出一条独特的发展道路。春节期间DeepSeek掀起的这场AI风暴仍在中美乃至全球科技、政金界产生持续影响，并不断发酵，已经成为改变AI科技产业趋势的风向标事件，智东西将持续跟进相关进展和报道，敬请关注。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482991831279573","authorId":"3482991831279573","name":"晒足阳光的棉花","avatar":"https://static.tigerbbs.com/caf813abfedbec21731cfc53e8a5bf24","crmLevel":4,"crmLevelSwitch":0,"idStr":"3482991831279573","authorIdStr":"3482991831279573"},"content":"芯片搞出来只是时间问题而已啦","text":"芯片搞出来只是时间问题而已啦","html":"芯片搞出来只是时间问题而已啦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397668070105352,"gmtCreate":1738109628451,"gmtModify":1738109715104,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"<a 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18:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五消息，诺和诺德宣布了一项针对Amycretin的1b/2a期临床试验结果。接受Amycretin治疗的患者在20周后体重减轻了9.7%，28周后减轻了16.2%，36周后减轻了22.0%。基于这一结果，诺和诺德正计划进一步开发用于成人超重或肥胖患者的Amycretin。</p><p>诺和诺德盘前涨幅持续走高，其竞争对手礼来盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce6064bbe4f4df026162812e7d00870\" tg-width=\"987\" tg-height=\"660\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/27e8b2297f35c99451a97b7317131466","relate_stocks":{"NVO":"诺和诺德"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101777552","content_text":"周五消息，诺和诺德宣布了一项针对Amycretin的1b/2a期临床试验结果。接受Amycretin治疗的患者在20周后体重减轻了9.7%，28周后减轻了16.2%，36周后减轻了22.0%。基于这一结果，诺和诺德正计划进一步开发用于成人超重或肥胖患者的Amycretin。诺和诺德盘前涨幅持续走高，其竞争对手礼来盘前跌超1%。","news_type":1,"symbols_score_info":{"NVO":1.1}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387538656019000,"gmtCreate":1735655928936,"gmtModify":1735657443270,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"<a 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目标50，在择时降息之前应该还会往上涨涨","images":[{"img":"https://static.tigerbbs.com/f51442577cf4fc062d804b1e440332a5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/420253499515000","isVote":1,"tweetType":1,"viewCount":7923,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010484","authorId":"10000000000010484","name":"笑猫日记","avatar":"https://static.tigerbbs.com/56e720c7d3a4835efa4409feb9b8f386","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010484","authorIdStr":"10000000000010484"},"content":"不知不觉较底部涨20%了,买这个就跟捡钱一样","text":"不知不觉较底部涨20%了,买这个就跟捡钱一样","html":"不知不觉较底部涨20%了,买这个就跟捡钱一样"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":403228223856864,"gmtCreate":1739462623986,"gmtModify":1739463477733,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"<a 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10个点收益下车","images":[{"img":"https://static.tigerbbs.com/611f0e8689f1cd51c0f9bf11db345d9c","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403228223856864","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430983870574920,"gmtCreate":1746196454065,"gmtModify":1746196455883,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"投资是场马拉松，绝不是一夜暴富 <a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a>长期看涨，中间做波段来增加持仓和降低成本","listText":"投资是场马拉松，绝不是一夜暴富 <a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$&nbsp;</a>长期看涨，中间做波段来增加持仓和降低成本","text":"投资是场马拉松，绝不是一夜暴富 $诺和诺德(NVO)$ 长期看涨，中间做波段来增加持仓和降低成本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430983870574920","isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398122705232480,"gmtCreate":1738220332015,"gmtModify":1738221286363,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"芯片管制，就不怕再把芯片给搞出来吗？","listText":"芯片管制，就不怕再把芯片给搞出来吗？","text":"芯片管制，就不怕再把芯片给搞出来吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398122705232480","repostId":"1173690005","repostType":2,"repost":{"id":"1173690005","kind":"news","pubTimestamp":1738218806,"share":"https://www.laohu8.com/m/news/1173690005?lang=&edition=full","pubTime":"2025-01-30 14:33","market":"us","language":"zh","title":"DeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架","url":"https://stock-news.laohu8.com/highlight/detail?id=1173690005","media":"智东西","summary":"硅谷阴招和脏水泼向DeepSeek！智东西1月30日报道，春节期间吸引全球关注的DeepSeek热度丝毫不减。而也有部分AI圈名人发声力挺DeepSeek，如Meta首席科学家杨立昆、Hugging Face CEO Clem Delangue等。意大利数据保护机构也采取了类似措施，他们认为DeepSeek对意大利数百万人数据造成风险，DeepSeek需要在20天时间里作出回应。","content":"<html><head></head><body><blockquote><p><strong>硅谷阴招和脏水泼向DeepSeek！</strong></p></blockquote><p>1月30日，春节期间吸引全球关注的DeepSeek热度丝毫不减。截至今天上午，DeepSeek-R1已经冲至开源平台Hugging Face最受欢迎模型榜单的<strong>第5名</strong>，离第4名Llama-3-8B的差距还在持续缩小。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0ccac0f1fae464f3c804cf10d7d1a51\" title=\"▲Hugging Face最受欢迎模型榜单\" tg-width=\"1000\" tg-height=\"1088\"/><span>▲Hugging Face最受欢迎模型榜单</span></p><p>DeepSeek的服务器似乎也因这场爆火而承受了巨大的压力。在高峰期，与DeepSeek对话需要等待5秒到20秒不等，而联网搜索服务更是长期处于繁忙状态，基本无法使用；面向开发者和企业的DeepSeek开放平台也处于无法访问的状态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/265a84d2fdf2f81740bff1f64ebc8c7c\" title=\"▲DeepSeek联网搜索功能和开放平台目前均无法使用\" tg-width=\"1000\" tg-height=\"1171\"/><span>▲DeepSeek联网搜索功能和开放平台目前均无法使用</span></p><p>这让人不由得联想起2022年底、2023年初，ChatGPT刚刚爆火出圈时，似乎也是同样的情景。</p><p>然而，DeepSeek也逃不过树大招风的命运，科技圈大佬对其态度已一时间分裂为多个派别，各持己见。</p><p>就在刚刚，Meta CEO马克·扎克伯格在财报电话会中首次对DeepSeek近期的爆火做出回应，他称Meta对DeepSeek并不感到担忧，反而<strong>增强了他们对开源路径的信心</strong>。</p><p>此外，扎克伯格称DeepSeek一家的成就并不能证明大算力的时代就过去了，“<strong>我持续认为大量的资本支出和基础设施建设能带来长远的战略优势</strong>”。</p><p>而微软CEO Satya Nadella在微软半年财报电话会中称，DeepSeek的产品确有创新，基本上顺应了AI成本下降的大趋势。</p><p>昨晚，Anthropic创始人兼CEO Dario Amodei发布万字长文评价DeepSeek的种种成就，并呼吁美国政府继续维持芯片管制，将H20这样的中国特供版芯片也纳入限制范围，<strong>最终打造以美国为主导的单极世界</strong>。</p><p>Amodei称，DeepSeek的模型与美国前沿模型的<strong>差距有7-10个月</strong>，实际训练价格可能也没有号称的那么低。他还不惜自曝Claude 3.5 Sonnet模型的训练成本为“数千万美元”，以佐证DeepSeek的成本优势并不显著。</p><p>而也有部分AI圈名人发声力挺DeepSeek，如Meta首席科学家杨立昆、Hugging Face CEO Clem Delangue等。广大国际网友也不断用实际行动投票，开发出大量基于R1的衍生模型，丰富开源项目。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04caf7cb08d97d55b6915a1bad21a350\" title=\"▲杨立昆发文称DeepSeek证明了开源路径的正确性（图源：Linkedin）\" tg-width=\"1000\" tg-height=\"599\"/><span>▲杨立昆发文称DeepSeek证明了开源路径的正确性（图源：Linkedin）</span></p><p>此外，今天凌晨，OpenAI宣布他们掌握了DeepSeek使用其模型进行违规蒸馏的所谓“证据”，已停用DeepSeek的OpenAI API账号，但拒绝透露更多实质性信息；美国政府传出将对H20芯片施加限制，爱尔兰、意大利等国针对DeepSeek的数据安全问题提起质询，DeepSeek App已在意大利国内的应用市场全面下架。</p><p>一场针对DeepSeek的“猎巫行动”，似乎已在全球范围内悄然发酵......</p><p><strong><em>01.</em></strong></p><p><strong>OpenAI、微软展开联合调查，已取消API接口权限</strong></p><p>据彭博社报道，知情人士透露，近期OpenAI与微软展开了一项联合调查，针对DeepSeek去年使用OpenAI API接口的账户进行审查，并以涉嫌违反服务条款的模型蒸馏为由，取消了他们的访问权限。</p><p>OpenAI向英国《金融时报》进一步分享，他们看到了一些“蒸馏”的证据，并怀疑这一行为背后便是DeepSeek。</p><p>虽然蒸馏是AI行业的常见做法，但OpenAI在服务条款中规定，<strong>用户不得“复制”其服务，也不得使用输出内容来开发竞品。</strong></p><p>OpenAI拒绝向《金融时报》提供更多实质性的信息，而微软与DeepSeek尚未对此事作出回应。</p><p>这一消息曝光后，有不少网友发现了其中的矛盾所在。一位黑客新闻论坛上的网友称，无论此事是真还是假，都不能改变OpenAI被DeepSeek击败的事实——OpenAI拥有对其旗下模型更好的访问权限，<strong>他们理应能更容易地实现DeepSeek现有的成就。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/933f5df2184eaefe011afeabb84f2927\" title=\"\" tg-width=\"1000\" tg-height=\"100\"/></p><p>还有一位网友认为，这一事件对维持OpenAI的高估值毫无益处，即便真的坐实，投资者也会意识到，仅仅花上几百万美元，就能复刻出OpenAI耗资成千上万亿美元才能取得的成就。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f97075af1eab4df89dd64fe4f86702e\" title=\"\" tg-width=\"1000\" tg-height=\"170\"/></p><p><strong><em>02.</em></strong></p><p><strong>Anthropic CEO发文评价DeepSeek，希望用芯片管制打造单极世界</strong></p><p>在OpenAI CEO Sam Altman前日发推回应DeepSeek的热度后，闭关数月近期才开始重新露面的Anthropic CEO Amodei也迅速在个人博客发布了一篇长文，他的核心观点是：</p><p><strong>DeepSeek虽然取得了接近美国前沿AI模型的成就，但这并不意味着美国对中国芯片出口管制不再有必要，反而是变得愈发重要。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c4db74822dcdbcbf4f9d34af46e6ca2\" title=\"\" tg-width=\"1000\" tg-height=\"701\"/></p><p>为论证这一观点，Amodei先用大量篇幅讨论了AI发展的三个动因：扩展定律、技术创新和范式转变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e202d055b61997b1e9e4f95aa3c922b5\" title=\"\" tg-width=\"1000\" tg-height=\"440\"/></p><p>他认为，AI系统的性能与训练成本成正比，新的创新和效率提升可以改变成本曲线，而 AI 领域每隔一段时间就会出现新的训练范式。DeepSeek-R1验证了大规模强化学习的潜力，是一种新的范式转变，因此也在短期内取得了巨大的成就。</p><p>至于DeepSeek-V3，Amodei称他们内部很早就已经关注到了，并提出几点他自己的论断：</p><p>1、DeepSeek-V3的创新并没有像一些报道中所称的那样，以极低成本超越美国AI公司的模型。以Claude 3.5 Sonnet为例，这款模型的训练成本为几千万美元，并且不依靠其他模型。</p><p>Sonnet的训练大致是在9个月到12个月之前进行的，而DeepSeek-V3是在去年11月-12月完成训练的，Sonnet在多项关键指标上仍然明显领先，这意味着DeepSeek实际上是以更低的价格，创造了一个美国7-10个月之前就已经训练出的模型。</p><p>2、DeepSeek-V3的成本优势并不是一个独特的突破，也没有从根本上改变大模型领域的经济帐。DeepSeek的成本下降基本符合整体趋势，下降幅度甚至低于初代GPT-4到初代Claude 3.5 Sonnet之间10倍的成本下降。</p><p>3、DeepSeek拥有至少5万块英伟达Hopper架构的芯片，包括H100、H800和H20，这些芯片的成本至少有10亿美元。因此，DeepSeek公司的总支出与美国的AI实验室并没有太大差异。</p><p>最终，Amodei呼吁美国政府应加强芯片管制。他认为目前包括H20在内的芯片都应该被纳入监管范围，虽然其训练效率较低，但在采样上的效率较高。如果美国能进一步堵上这些出口“漏洞”，阻止中国获得大量芯片，就更有可能打造出美国领先的单极世界。</p><p><strong><em>03.</em></strong></p><p><strong>多个欧洲国家就数据安全提出质询，DeepSeek在意大利惨遭下架</strong></p><p>除了来自竞争对手的指控之外，DeepSeek也已成为不少监管部门的重点关注对象。</p><p>据TechCrunch报道，爱尔兰数据保护委员会已经向DeepSeek发出信函，要求其提供有关如何处理爱尔兰公民数据的详细信息。</p><p>意大利数据保护机构也采取了类似措施，他们认为DeepSeek对意大利数百万人数据造成风险，DeepSeek需要在20天时间里作出回应。</p><p>目前，DeepSeek应用已经在意大利下架，意大利的谷歌商店和苹果App Store都已没有这款App的踪迹。</p><p>欧洲消费者组织还认为，DeepSeek在保护和限制未成年人方面的做法还不够健全，从年龄验证到未成年人数据处理都没有明确的强制执行方案。</p><p><strong><em>04.</em></strong></p><p><strong>结语：DeepSeek有望走出一条独特的发展道路</strong></p><p>DeepSeek这股神秘的东方开源力量，以多款模型的现象级爆火，将以OpenAI、Anthropic为代表的闭源模型打了个措手不及，俨然成为开闭源路径之争的牌桌上一位有力的玩家。</p><p>不过，这也将DeepSeek一时间推到了风口浪尖，收获声量与赞誉的同时，成为不少争议的焦点。在未来中美AI竞争的大背景之下，DeepSeek或将代表中国AI，走出一条独特的发展道路。</p><p>春节期间DeepSeek掀起的这场AI风暴仍在中美乃至全球科技、政金界产生持续影响，并不断发酵，已经成为改变AI科技产业趋势的风向标事件，智东西将持续跟进相关进展和报道，敬请关注。</p></body></html>","source":"zhidxcom","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek遭遇全球“猎巫”！微软、OpenAI拔网线，已在部分国家被下架\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/J6rNL5sfwVjQ_Xb7U0Hc2w><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硅谷阴招和脏水泼向DeepSeek！1月30日，春节期间吸引全球关注的DeepSeek热度丝毫不减。截至今天上午，DeepSeek-R1已经冲至开源平台Hugging Face最受欢迎模型榜单的第5名，离第4名Llama-3-8B的差距还在持续缩小。▲Hugging Face最受欢迎模型榜单DeepSeek的服务器似乎也因这场爆火而承受了巨大的压力。在高峰期，与DeepSeek对话需要等待5秒到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/J6rNL5sfwVjQ_Xb7U0Hc2w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d0312efac4d277d0a1ab515a8a0e458","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/J6rNL5sfwVjQ_Xb7U0Hc2w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173690005","content_text":"硅谷阴招和脏水泼向DeepSeek！1月30日，春节期间吸引全球关注的DeepSeek热度丝毫不减。截至今天上午，DeepSeek-R1已经冲至开源平台Hugging Face最受欢迎模型榜单的第5名，离第4名Llama-3-8B的差距还在持续缩小。▲Hugging Face最受欢迎模型榜单DeepSeek的服务器似乎也因这场爆火而承受了巨大的压力。在高峰期，与DeepSeek对话需要等待5秒到20秒不等，而联网搜索服务更是长期处于繁忙状态，基本无法使用；面向开发者和企业的DeepSeek开放平台也处于无法访问的状态。▲DeepSeek联网搜索功能和开放平台目前均无法使用这让人不由得联想起2022年底、2023年初，ChatGPT刚刚爆火出圈时，似乎也是同样的情景。然而，DeepSeek也逃不过树大招风的命运，科技圈大佬对其态度已一时间分裂为多个派别，各持己见。就在刚刚，Meta CEO马克·扎克伯格在财报电话会中首次对DeepSeek近期的爆火做出回应，他称Meta对DeepSeek并不感到担忧，反而增强了他们对开源路径的信心。此外，扎克伯格称DeepSeek一家的成就并不能证明大算力的时代就过去了，“我持续认为大量的资本支出和基础设施建设能带来长远的战略优势”。而微软CEO Satya Nadella在微软半年财报电话会中称，DeepSeek的产品确有创新，基本上顺应了AI成本下降的大趋势。昨晚，Anthropic创始人兼CEO Dario Amodei发布万字长文评价DeepSeek的种种成就，并呼吁美国政府继续维持芯片管制，将H20这样的中国特供版芯片也纳入限制范围，最终打造以美国为主导的单极世界。Amodei称，DeepSeek的模型与美国前沿模型的差距有7-10个月，实际训练价格可能也没有号称的那么低。他还不惜自曝Claude 3.5 Sonnet模型的训练成本为“数千万美元”，以佐证DeepSeek的成本优势并不显著。而也有部分AI圈名人发声力挺DeepSeek，如Meta首席科学家杨立昆、Hugging Face CEO Clem Delangue等。广大国际网友也不断用实际行动投票，开发出大量基于R1的衍生模型，丰富开源项目。▲杨立昆发文称DeepSeek证明了开源路径的正确性（图源：Linkedin）此外，今天凌晨，OpenAI宣布他们掌握了DeepSeek使用其模型进行违规蒸馏的所谓“证据”，已停用DeepSeek的OpenAI API账号，但拒绝透露更多实质性信息；美国政府传出将对H20芯片施加限制，爱尔兰、意大利等国针对DeepSeek的数据安全问题提起质询，DeepSeek App已在意大利国内的应用市场全面下架。一场针对DeepSeek的“猎巫行动”，似乎已在全球范围内悄然发酵......01.OpenAI、微软展开联合调查，已取消API接口权限据彭博社报道，知情人士透露，近期OpenAI与微软展开了一项联合调查，针对DeepSeek去年使用OpenAI API接口的账户进行审查，并以涉嫌违反服务条款的模型蒸馏为由，取消了他们的访问权限。OpenAI向英国《金融时报》进一步分享，他们看到了一些“蒸馏”的证据，并怀疑这一行为背后便是DeepSeek。虽然蒸馏是AI行业的常见做法，但OpenAI在服务条款中规定，用户不得“复制”其服务，也不得使用输出内容来开发竞品。OpenAI拒绝向《金融时报》提供更多实质性的信息，而微软与DeepSeek尚未对此事作出回应。这一消息曝光后，有不少网友发现了其中的矛盾所在。一位黑客新闻论坛上的网友称，无论此事是真还是假，都不能改变OpenAI被DeepSeek击败的事实——OpenAI拥有对其旗下模型更好的访问权限，他们理应能更容易地实现DeepSeek现有的成就。还有一位网友认为，这一事件对维持OpenAI的高估值毫无益处，即便真的坐实，投资者也会意识到，仅仅花上几百万美元，就能复刻出OpenAI耗资成千上万亿美元才能取得的成就。02.Anthropic CEO发文评价DeepSeek，希望用芯片管制打造单极世界在OpenAI CEO Sam Altman前日发推回应DeepSeek的热度后，闭关数月近期才开始重新露面的Anthropic CEO Amodei也迅速在个人博客发布了一篇长文，他的核心观点是：DeepSeek虽然取得了接近美国前沿AI模型的成就，但这并不意味着美国对中国芯片出口管制不再有必要，反而是变得愈发重要。为论证这一观点，Amodei先用大量篇幅讨论了AI发展的三个动因：扩展定律、技术创新和范式转变。他认为，AI系统的性能与训练成本成正比，新的创新和效率提升可以改变成本曲线，而 AI 领域每隔一段时间就会出现新的训练范式。DeepSeek-R1验证了大规模强化学习的潜力，是一种新的范式转变，因此也在短期内取得了巨大的成就。至于DeepSeek-V3，Amodei称他们内部很早就已经关注到了，并提出几点他自己的论断：1、DeepSeek-V3的创新并没有像一些报道中所称的那样，以极低成本超越美国AI公司的模型。以Claude 3.5 Sonnet为例，这款模型的训练成本为几千万美元，并且不依靠其他模型。Sonnet的训练大致是在9个月到12个月之前进行的，而DeepSeek-V3是在去年11月-12月完成训练的，Sonnet在多项关键指标上仍然明显领先，这意味着DeepSeek实际上是以更低的价格，创造了一个美国7-10个月之前就已经训练出的模型。2、DeepSeek-V3的成本优势并不是一个独特的突破，也没有从根本上改变大模型领域的经济帐。DeepSeek的成本下降基本符合整体趋势，下降幅度甚至低于初代GPT-4到初代Claude 3.5 Sonnet之间10倍的成本下降。3、DeepSeek拥有至少5万块英伟达Hopper架构的芯片，包括H100、H800和H20，这些芯片的成本至少有10亿美元。因此，DeepSeek公司的总支出与美国的AI实验室并没有太大差异。最终，Amodei呼吁美国政府应加强芯片管制。他认为目前包括H20在内的芯片都应该被纳入监管范围，虽然其训练效率较低，但在采样上的效率较高。如果美国能进一步堵上这些出口“漏洞”，阻止中国获得大量芯片，就更有可能打造出美国领先的单极世界。03.多个欧洲国家就数据安全提出质询，DeepSeek在意大利惨遭下架除了来自竞争对手的指控之外，DeepSeek也已成为不少监管部门的重点关注对象。据TechCrunch报道，爱尔兰数据保护委员会已经向DeepSeek发出信函，要求其提供有关如何处理爱尔兰公民数据的详细信息。意大利数据保护机构也采取了类似措施，他们认为DeepSeek对意大利数百万人数据造成风险，DeepSeek需要在20天时间里作出回应。目前，DeepSeek应用已经在意大利下架，意大利的谷歌商店和苹果App Store都已没有这款App的踪迹。欧洲消费者组织还认为，DeepSeek在保护和限制未成年人方面的做法还不够健全，从年龄验证到未成年人数据处理都没有明确的强制执行方案。04.结语：DeepSeek有望走出一条独特的发展道路DeepSeek这股神秘的东方开源力量，以多款模型的现象级爆火，将以OpenAI、Anthropic为代表的闭源模型打了个措手不及，俨然成为开闭源路径之争的牌桌上一位有力的玩家。不过，这也将DeepSeek一时间推到了风口浪尖，收获声量与赞誉的同时，成为不少争议的焦点。在未来中美AI竞争的大背景之下，DeepSeek或将代表中国AI，走出一条独特的发展道路。春节期间DeepSeek掀起的这场AI风暴仍在中美乃至全球科技、政金界产生持续影响，并不断发酵，已经成为改变AI科技产业趋势的风向标事件，智东西将持续跟进相关进展和报道，敬请关注。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482991831279573","authorId":"3482991831279573","name":"晒足阳光的棉花","avatar":"https://static.tigerbbs.com/caf813abfedbec21731cfc53e8a5bf24","crmLevel":4,"crmLevelSwitch":0,"idStr":"3482991831279573","authorIdStr":"3482991831279573"},"content":"芯片搞出来只是时间问题而已啦","text":"芯片搞出来只是时间问题而已啦","html":"芯片搞出来只是时间问题而已啦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449855294222360,"gmtCreate":1750840501420,"gmtModify":1750840505600,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"<a 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18:44","market":"us","language":"zh","title":"效果惊人，诺和诺德减肥药Amycretin使受试者体重减轻22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1101777552","media":"老虎资讯综合","summary":"计划进一步开发Amycretin。","content":"<html><head></head><body><p>周五消息，诺和诺德宣布了一项针对Amycretin的1b/2a期临床试验结果。接受Amycretin治疗的患者在20周后体重减轻了9.7%，28周后减轻了16.2%，36周后减轻了22.0%。基于这一结果，诺和诺德正计划进一步开发用于成人超重或肥胖患者的Amycretin。</p><p>诺和诺德盘前涨幅持续走高，其竞争对手礼来盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce6064bbe4f4df026162812e7d00870\" tg-width=\"987\" tg-height=\"660\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>效果惊人，诺和诺德减肥药Amycretin使受试者体重减轻22%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n效果惊人，诺和诺德减肥药Amycretin使受试者体重减轻22%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-24 18:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五消息，诺和诺德宣布了一项针对Amycretin的1b/2a期临床试验结果。接受Amycretin治疗的患者在20周后体重减轻了9.7%，28周后减轻了16.2%，36周后减轻了22.0%。基于这一结果，诺和诺德正计划进一步开发用于成人超重或肥胖患者的Amycretin。</p><p>诺和诺德盘前涨幅持续走高，其竞争对手礼来盘前跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ce6064bbe4f4df026162812e7d00870\" tg-width=\"987\" tg-height=\"660\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/27e8b2297f35c99451a97b7317131466","relate_stocks":{"NVO":"诺和诺德"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101777552","content_text":"周五消息，诺和诺德宣布了一项针对Amycretin的1b/2a期临床试验结果。接受Amycretin治疗的患者在20周后体重减轻了9.7%，28周后减轻了16.2%，36周后减轻了22.0%。基于这一结果，诺和诺德正计划进一步开发用于成人超重或肥胖患者的Amycretin。诺和诺德盘前涨幅持续走高，其竞争对手礼来盘前跌超1%。","news_type":1,"symbols_score_info":{"NVO":1.1}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387538656019000,"gmtCreate":1735655928936,"gmtModify":1735657443270,"author":{"id":"4192598802695432","authorId":"4192598802695432","name":"凌云青木","avatar":"https://static.tigerbbs.com/bf86a798863aa9459d71f013230f2d4a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4192598802695432","authorIdStr":"4192598802695432"},"themes":[],"htmlText":"<a 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