Author: Yu Shaoqing

The economy is far from coming out of the trough, but with DeepSeek's unexpected appearance in the field of AI mockups With individual soldiers advancing, technology stocks are ushering in asset revaluation, and the economic recovery has also seen the dawn.

It is obvious that the positive feedback brought by DeepSeek is still continuing. Starting from February 24, DeepSeek announced the launch of the "Open Source Week". The first open source code base is Flash MLA, which will further benefit cloud manufacturers and data centers to facilitate them to further "squeeze" the computing power of existing chips.

DeepSeek's popularity not only attracted downloads from hundreds of millions of ordinary users, but also promoted the access of departments in Shenzhen, Shenyang, Dongguan, Guangzhou and other places, and even made the original Tencent, a technology giant that is cautious in AI, chose to bet on DeepSeek. At present, Tencent Yuanbao App has surpassed ByteDance's Doubao, second only to DeepSeek in the Apple Store; Tencent Yuanbao ranks first in application stores such as Huawei, Xiaomi, and vivo.

A number of technology giants represented by Tencent and Alibaba try to seize the technological dividends brought by DeepSeek open source, and then achieve the above-mentioned application scenarios with a scale of 100 million. The spread of technology dividends will undoubtedly help narrow the overall gap between China and the United States in AI development.

DeepSeek was established in May 2023, less than two years ago. But in the two years from the end of 2022 to the present, it has shown an amazing art of adjustment: on the one hand, in the international context of "decoupling theory", it has established the tone of "further expanding opening up" and attracted foreigners to China with the continuous expansion of visa-free Tourism, business, investment; on the other hand, in the context of insufficient confidence in the development of the private economy, hundreds of projects have been launched to promote the development of the private economy, and the establishment of the Private Economic Development Bureau under the Development and Reform Commission, and at the same time, crack down on the "ocean fishing" phenomenon, etc.

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Maintaining an open pattern to the outside world and inclusive development internally is a fundamental condition for the science and technology industry to achieve breakthroughs. However, in summarizing the reasons for the success of DeepSeek's individual breakthroughWhen, there are two extremely bad sounds that take the mainstream. First, DeepSeek's team mainly comes from university graduates, so you can achieve independent research and development breakthroughs by closing the door; second, DeepSeek's success comes from local keen eyes and precise support.

The first view just reverses the basic logic. Since the spring of 2018, trade wars and technological wars have broken out one after another, China and the United States have continued to maintain the "tit for tooth" strategy, and have performed more openly than the United States. Especially after the emergence of ChatGPT in 2022, the intellectual, industrial and social circles conducted collective reflections, and most people recognized that the United States' cutting-edge technology is further widening the gap with. Under this sense of crisis, it can be said that it is enduring humiliation and actively promotes civil exchanges between China and the United States, including exchanges between academics and business circles, and resolutely curbs the trend of decoupling. Therefore, DeepSeek's success is first based on OpenAI, which is recognized by Liang Wenfeng himself, and secondly, precisely because the United States thinks it can use " The method of blocking technology by high walls in small courtyards has led to the young scientific and technological R&D personnel taking a different approach, achieving a major breakthrough in engineering technology, greatly reducing their dependence on computing power. It can be said that the most closed and conservative United States since World War II has paid the price for its closure in competing with AI. In contrast, DeepSeek, which chose open source, has won victory and respect.

The life gate of the second view lies in the "activity" ability of over-belief. If the local government clearly knows the value of DeepSeek, Hangzhou City should vigorously promote it as early as May 2024 after the release of the V2 version, rather than waiting for the dual certification of Silicon Valley engineers and Wall Street analysts in 8 months. "Greatness cannot be planned." Going back to the birth background of DeepSeek, its parent company is engaged in quantitative transactions - a financial operation method that is not popular with regulatory authorities. But what Hangzhou did do right is to choose to allow many market behaviors that cannot be seen clearly and are in a vague area.

In January 2024, the China Securities Regulatory Commission issued new regulations on margin trading, including: It is a complete suspension of restricted shares lending; the second is to adjust the market-oriented agreement declaration for margin trading from real-time availability to next day, and limit the efficiency of margin trading. Some analysts believe that the impact on quantitative institutions is the greatest

Hangzhou is a major center for the development of the private economy. In 2024, there were 36 companies selected into the top 500 private enterprises, exceeding 27 in Shenzhen. Home, ranked first in all cities. In places with developed private economy, in addition to the emergence of service-oriented types, they also require the emergence of limited types. As the saying goes, "When the water is clear, there will be no fish." Although Hangzhou's past tolerance to P2P had quite painful consequences, it also reflects a valuable tolerance for private finance.

For more than two years, the technology industry has been insisting on promoting the expansion of opening up and raising fish internally without any trouble. The technology industry has gained the opportunity to recuperate or even catch up, and has also exploded. Unexpected energy. In addition to large models like DeepSeek, breakthroughs are also accelerating in terms of technical basic capabilities in the semiconductor field.

According to the in-depth analysis of technical level in three key areas released by the Korean Institute of Science and Technology Planning and Evaluation (KISTEP) on February 23, it conducted a report on 39 experts. The survey results show that as of 2024, South Korea's basic technical capabilities in the semiconductor field lag behind in all key areas.

It is worth noting that the experts participating in this questionnaire were subject to the same assessment in 2022. At that time, they believed that South Korea is in high-integration and resistive memory. Technology, advanced semiconductor packaging technology, next-generation high-performance sensing technology and other fields are all regarded as leading, but in just two years, the situation has completely reversed. Nowadays, the Russian-Ukraine war has entered its fourth year. This war not only brought Russia into "wartime Keynesianism", but also dragged the entire Europe into The quagmire of economic and technological stagnation. Interestingly, the Russian-Ukrainian battlefield is the first war to use AI technology on a large scale. AI has penetrated into the entire chain of intelligence, decision-making, strikes, public opinion wars, etc. between the two sides. It is in this context that this round of explosion of the science and AI industry has shown its precious value.