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滑铲大王

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02-12

$创梦天地(01119)$ 起飞了[财迷] [财迷] [财迷]

02-11

瞎j儿搞

iDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase

02-10

如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则

DeepSeek，把国产AI的想象力拉满了

2024-11-28

$硅鑫集团(08349)$ [得意] [得意] [得意] 开始了

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07:37","market":"sg","language":"en","title":"iDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase","url":"https://stock-news.laohu8.com/highlight/detail?id=2510226218","media":"Simply Wall St.","summary":"Insiders who purchased CN¥9.13m worth of iDreamSky Technology Holdings Limited ( HKG:1119 ) shares over the past year...","content":"<html><body><div><p> Insiders who purchased CN¥9.13m worth of <strong>iDreamSky Technology Holdings Limited</strong> (HKG:1119) shares over the past year recouped some of their losses after price gained 11% last week.  However, total losses seen by insiders are still CN¥2.4m since the time of purchase.    </p><p> While insider transactions are not the most important thing when it comes to long-term investing,  we do think it is perfectly logical to keep tabs on what insiders are doing. </p> <p><span> View our latest analysis for iDreamSky Technology Holdings </span></p><h2> The Last 12 Months Of Insider Transactions At iDreamSky Technology Holdings </h2> <p> In the last twelve months, the biggest single purchase by an insider was when Co-founder Xiangyu Chen bought HK$2.2m worth of shares at a price of HK$2.24 per share.    So it's clear an insider wanted to buy, even at a higher price than the current share price (being HK$1.77).  While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future.  In our view, the price an insider pays for shares is very important.   As a general rule, we feel more positive about a stock when an insider has bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.  The only individual insider to buy over the last year was Xiangyu Chen.     </p> <p> Xiangyu Chen bought a total of 3.78m shares over the year at an average price of HK$2.42.   You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below.  If you want to know exactly who sold, for how much, and when, simply click on the graph below! </p><figure><img height=\"420\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/590752068-insider-trading-volume-1-dark/1739230674189\" width=\"821\"/><figcaption>SEHK:1119 Insider Trading Volume February 10th 2025</figcaption></figure><p> iDreamSky Technology Holdings is not the only stock that insiders are buying. For those who like to find <strong>small cap companies at attractive valuations, </strong> this <strong>free</strong> list of growing companies with recent insider purchasing, could be just the ticket. </p> <h2> Does iDreamSky Technology Holdings Boast High Insider Ownership? </h2><p> I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders.  A high insider ownership often makes company leadership more mindful of shareholder interests.   iDreamSky Technology Holdings insiders own about HK$541m worth of shares. That equates to 18% of the company.  While this is a strong but not outstanding level of insider ownership, it's enough to indicate some alignment between management and smaller shareholders.  </p><h2> What Might The Insider Transactions At iDreamSky Technology Holdings Tell Us? </h2><p> The fact that there have been no iDreamSky Technology Holdings insider transactions recently certainly doesn't bother us.    But insiders have shown more of an appetite for the stock, over the last year.   It would be great to see more insider buying, but overall it seems like iDreamSky Technology Holdings insiders are reasonably well aligned (owning significant chunk of the company's shares) and optimistic for the future.      So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing.    Case in point: We've spotted <strong>2 warning signs for iDreamSky Technology Holdings</strong> you should be aware of, and 1 of these is a bit concerning.   </p><p> If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this <strong>free</strong> list of interesting companies, that have HIGH return on equity and low debt. </p><p><em>For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.</em></p><div><h3>Valuation is complex, but we're here to simplify it.</h3><p>Discover if iDreamSky Technology Holdings might be undervalued or overvalued with our detailed analysis, featuring <strong>fair value estimates, potential risks, dividends, insider trades, and its financial condition.</strong></p>Access Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","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>iDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase</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\">\niDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/media/hkg-1119/idreamsky-technology-holdings-shares/news/idreamsky-technology-holdings-insiders-cn24m-short-of-breake><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Insiders who purchased CN¥9.13m worth of iDreamSky Technology Holdings Limited (HKG:1119) shares over the past year recouped some of their losses after price gained 11% last week.  However, total ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/media/hkg-1119/idreamsky-technology-holdings-shares/news/idreamsky-technology-holdings-insiders-cn24m-short-of-breake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8043000-choice1-main-header/1585186853880","relate_stocks":{"CN":"Xtrackers MSCI All China Equity ETF","BK1531":"手游股","BK1516":"腾讯概念","BK1591":"就地过年概念","BK1104":"互动家庭娱乐","01119":"创梦天地"},"source_url":"https://simplywall.st/stocks/hk/media/hkg-1119/idreamsky-technology-holdings-shares/news/idreamsky-technology-holdings-insiders-cn24m-short-of-breake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510226218","content_text":"Insiders who purchased CN¥9.13m worth of iDreamSky Technology Holdings Limited (HKG:1119) shares over the past year recouped some of their losses after price gained 11% last week.  However, total losses seen by insiders are still CN¥2.4m since the time of purchase.     While insider transactions are not the most important thing when it comes to long-term investing,  we do think it is perfectly logical to keep tabs on what insiders are doing.   View our latest analysis for iDreamSky Technology Holdings  The Last 12 Months Of Insider Transactions At iDreamSky Technology Holdings   In the last twelve months, the biggest single purchase by an insider was when Co-founder Xiangyu Chen bought HK$2.2m worth of shares at a price of HK$2.24 per share.    So it's clear an insider wanted to buy, even at a higher price than the current share price (being HK$1.77).  While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future.  In our view, the price an insider pays for shares is very important.   As a general rule, we feel more positive about a stock when an insider has bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.  The only individual insider to buy over the last year was Xiangyu Chen.       Xiangyu Chen bought a total of 3.78m shares over the year at an average price of HK$2.42.   You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below.  If you want to know exactly who sold, for how much, and when, simply click on the graph below! SEHK:1119 Insider Trading Volume February 10th 2025 iDreamSky Technology Holdings is not the only stock that insiders are buying. For those who like to find small cap companies at attractive valuations,  this free list of growing companies with recent insider purchasing, could be just the ticket.   Does iDreamSky Technology Holdings Boast High Insider Ownership?  I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders.  A high insider ownership often makes company leadership more mindful of shareholder interests.   iDreamSky Technology Holdings insiders own about HK$541m worth of shares. That equates to 18% of the company.  While this is a strong but not outstanding level of insider ownership, it's enough to indicate some alignment between management and smaller shareholders.   What Might The Insider Transactions At iDreamSky Technology Holdings Tell Us?  The fact that there have been no iDreamSky Technology Holdings insider transactions recently certainly doesn't bother us.    But insiders have shown more of an appetite for the stock, over the last year.   It would be great to see more insider buying, but overall it seems like iDreamSky Technology Holdings insiders are reasonably well aligned (owning significant chunk of the company's shares) and optimistic for the future.      So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing.    Case in point: We've spotted 2 warning signs for iDreamSky Technology Holdings you should be aware of, and 1 of these is a bit concerning.    If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.Valuation is complex, but we're here to simplify it.Discover if iDreamSky Technology Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402002827432224,"gmtCreate":1739153081570,"gmtModify":1739153131279,"author":{"id":"4088229247035510","authorId":"4088229247035510","name":"滑铲大王","avatar":"https://static.tigerbbs.com/507acb456ecb5ed2a3f4f715ce708f2d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088229247035510","authorIdStr":"4088229247035510"},"themes":[],"htmlText":"如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则","listText":"如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则","text":"如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402002827432224","repostId":"2510777610","repostType":2,"repost":{"id":"2510777610","kind":"news","pubTimestamp":1739152120,"share":"https://www.laohu8.com/m/news/2510777610?lang=&edition=full","pubTime":"2025-02-10 09:48","market":"hk","language":"zh","title":"DeepSeek，把国产AI的想象力拉满了","url":"https://stock-news.laohu8.com/highlight/detail?id=2510777610","media":"蓝鲸财经","summary":"2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。一些受访者对DeepSeek的用户增长十分自信，并表示其可能会成为世界上用户量最大的AI产品。从对于AI行业发展的结果来看，DeepSeek所带来的影响正在释放。据了解，在关于DeepSeek的制裁令发布后72小时内，DeepSeek硅谷研究院收到327份来自美国头部科技公司的求职申请，包括17名Meta首席工程师。","content":"<html><body><blockquote>\n<p>作者丨数科星球 嘟嘟与石榴</p>\n</blockquote>\n<p>2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。</p>\n<p>目前，该模型受到世界范围内的用户青睐。其中，在Token价格方面，DeepSeek-R1相对于OpenAI的o3-mini低约50%。</p>\n<p>在日活跃用户方面，业界统计，前者已在短时间之内达到2215万，距离ChatGPT的5323万已达到其41.6%。顺理成章地，DeepSeek成为历史上用户增长最快的AI产品。</p>\n<p>一些受访者对DeepSeek的用户增长十分自信，并表示其可能会成为世界上用户量最大的AI产品。</p>\n<p>现在，人们在用它学习外语、诊断姻缘甚至玄学算命（部分功能受限）。它的回答“更懂”国人，相当多的人已经形成了DeepSeek依赖。</p>\n<p>从对于AI行业发展的结果来看，DeepSeek所带来的影响正在释放。首先，它降低了AI应用的算力成本。“很多以前只能用‘H卡’（<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H系列GPU）跑的需求，现在4090就能跑。”一位从业者回答。</p>\n<p>其次是，对比其他家流量较小的开源模型，DeepSeek正在展现出十足商业潜力。</p>\n<p>但目前，<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>DeepSeek的热潮下，仍不足以打破英伟达等AI巨头的垄断，而国产卡的未来仍然任重道远。</p>\n<p>DeepSeek是对AI行业的利好</p>\n<p>西安电子科技大学电子工程学院教授、博士生导师吴家骥认为，DeepSeek出现后，美国科技头牌企业构筑的垄断门槛逻辑出现问题。</p>\n<p>过去，OpenAI等公司在研发上投入巨大，但DeepSeek以极低的训练成本实现了与行业领先水平相当的模型效果。这表明，高投入并非实现技术突破的唯一路径。</p>\n<p>一位前小米高管认为，DeepSeek最大的价值在于算法。</p>\n<p>技术上，DeepSeek在算法和工程方面围绕MoE（混合专家模型）进行了创新，从V2的160个专家扩展到V3的256个专家，实现671B参数量下仅需激活37B参数的高效运算，突破了MoE模型此前训练难度大的限制。</p>\n<p>直接影响是，它削弱了美国闭源模型的市场竞争力。</p>\n<p>庞大的日活用户和几次封禁DeepSeek的失败，让AI人才有了逆流之势。据了解，在关于DeepSeek的制裁令发布后72小时内，DeepSeek硅谷研究院收到327份来自美国头部科技公司的求职申请，包括17名Meta首席工程师。</p>\n<p><a href=\"https://laohu8.com/S/688316\">青云科技</a>市场总监王玉圆认为，ChatGPT是行业的第一把火，而DeepSeek是另一个里程碑。</p>\n<p>在她看来，在开源领域，Meta的Llama也没有达到如此热度。最为重要的是，DeepSeek所引导的低成本、高性价比模型将催生AI发展的下一轮百花齐放。“这无疑是对做AI应用和个人开发者的重大利好”，她补充。</p>\n<p>一位AI应用开发者对数科星球DigitalPlanet称，他曾尝试用8G显存的笔记本电脑跑DeepSeek7B私有部署大模型。虽然只是理论上能跑，具体效果还不甚理想，但他已经“非常感动”了。</p>\n<p>因为，一旦未来该款大模型可进行进一步的向下兼容，那么他将不需为GPU算力公司缴纳高昂的算力费用。</p>\n<p>他向数科星球DigitalPlanet展示了自己正在开发的自动考试和做题软件。需要用到实时算力以生成考试题，在他看来，这种项目要求算力水平不高，如果算力问题解决，那么会成为颇受欢迎的AI应用。</p>\n<p>王玉圆认为，AI算力成本的下降会催生更多AI应用的诞生，所有的应用都会用生成式AI的逻辑再做一遍（从春节期间，人们在各种领域的尝试，可见一斑）。</p>\n<p>而同时，因为国产和私有部署的缘故，以往对AI较为保守的ToB客户的热情也在被调动。一些从业者的回复称，新年开年上班第一天，他所在的公司已在着手推动新的AI产品采购计划。</p>\n<p>所以，可以说，DeepSeek的火爆，是对AI行业的利好。</p>\n<p>DeepSeek刺激了算力行业发展</p>\n<p>DeepSeek对算力供应商而言，展现了惊人的”鲇鱼效应“。</p>\n<p>一位算力行业从业者提到，“以前，要租一个算力机柜要5年起租”。</p>\n<p>据数科星球DigitalPlanet计算，彼时便宜的算力机柜可能每月3000元左右，5年总价约18万元；贵的如一些一线城市核心地段、高功率、高配置并带有优质服务和高带宽的机柜，每月可能12,000元甚至更高，5年总价约72万元及以上。</p>\n<p>而现在，用户已可以选择按Token计费、按算力计费（选卡，选租赁时间）两种模式。所以，大面积的AI开发者的加入、算力成本的下降加之性能优化可能让闲置算力得到再次利用。</p>\n<p>“DeepSeek的火爆有可能改善目前智算中心的经营模式”，一位前IDC从业者透露。在他看来，目前的智算中心虽搭建颇多，但运营情况不佳。“我估计，80%的国产算力卡都在闲置，但凡能租赁的算力都是英伟达卡”。</p>\n<p>这种闲置的规模颇大，他透露，一些智算中心甚至有50%是国产卡（硬性要求）。在过去，国产卡在训练的效果不佳，只能分担一些推理需求（大模型共分训练和推理两个使用算力的场景）。</p>\n<p>不过在算力出现新的使用方式后，国产卡的使用率有可能提升。</p>\n<p>吴家骥认为，作为大模型厂商而言，不选择国产卡的理由是“尽量减少折腾”，模型厂商更需要稳妥方案、专心研究模型技术而不是和GPU厂家搞适配。</p>\n<p>那么DeepSeek是怎么做出来的？</p>\n<p>一些专家指出，它使用了PTX（比CUDA更底层）而不是完全使用CUDA（英伟达深度学习的生态系统）。</p>\n<p>PTX允许开发者对GPU进行更细粒度的控制，能更精准地调度计算任务，实现更高效的计算资源利用。在处理大规模分布式训练时，可避开CUDA框架的抽象层，减少潜在的效率损失，有数据表明PTX优化可提升约16%的理论算力。</p>\n<p>影响是，在当前国产GPU发展的背景下使用PTX，便于DeepSeek未来适配国产GPU。它只需了解国产硬件驱动提供的基本函数接口，就可仿照英伟达GPU硬件的编程接口编写相关代码，为国产GPU的软件兼容性突破提供参考。</p>\n<p>吴家骥认为，DeepSeek之所以选用PTX技术，反而是因为他们没有足够多的卡。“如果卡够多，也不会考虑的”，他说。</p>\n<p>应该说，从这个角度而言，DeepSeek的最大贡献是，可以让厂商选择非英伟达硬件时也可以高效运行模型。</p>\n<p>当然，至少目前想要冲击英伟达的市场，还需不断完善生态。在DeepSeek的刺激下，目前一些对成本敏感或有自主可控需求的用户，可能会更倾向于选择国产GPU产品。</p>\n<p>总而言之，可以肯定的是，DeepSeek的出现可以在一定程度上缓解高端GPU禁售的影响。</p>\n<p>端侧模型：AI硬件的新想象</p>\n<p>DeepSeek的远期影响是AI硬件。长久以来，端侧模型成为了制约AI硬件发展的桎梏。而目前，这种情况有望缓解。</p>\n<p>现在，手机的显存通常在4GB-12GB之间。中高端手机为例，真正能分配给模型的显存可能仅在2GB-4GB左右。由于手机散热、功耗等方面的限制，长时间高负载运行大显存模型会导致手机发热严重、电量消耗过快，影响用户体验。</p>\n<p>而由于更便宜、更好用的大模型到来后，AI硬件的大面积改良或将成为可能。</p>\n<p>一位AI硬件创业者指出，DeepSeek的出现改变了AI硬件在大模型行业发展的方向。其中，众多团队开始向算法效率优化倾斜。</p>\n<p>在未来可预期的范围内，针对AI硬件的算法将出现海量迭代。</p>\n<p>此外，由于DeepSeek的推理成本降至OpenAI模型的1/50，使得AI手机、AI眼镜、智能穿戴等设备能够采用低功耗芯片实现高性能AI功能。</p>\n<p>所以硬件的开发门槛也被降低了。</p>\n<p>正如上文所述，在海量AI应用呼之欲出之际，将倒逼AI硬件的进化。有乐观人士称，端侧智能与国产替代将成为新的核心增长引擎。</p>\n<p>关于DeepSeek的影响，你还知道哪些？</p>\n</body></html>","source":"lanjinger_stock","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，把国产AI的想象力拉满了</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; 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}\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，把国产AI的想象力拉满了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 09:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/250374><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨数科星球 嘟嘟与石榴\n\n2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。\n目前，该模型受到世界范围内的用户青睐。其中，在Token价格方面，DeepSeek-R1相对于OpenAI的o3-mini低约50%。\n在日活跃用户方面，业界统计，前者已在短时间之内达到2215万，距离ChatGPT的5323万已达到其41.6%。顺理成章地...</p>\n\n<a href=\"https://www.lanjinger.com/d/250374\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.lanjinger.com/d/250374","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510777610","content_text":"作者丨数科星球 嘟嘟与石榴\n\n2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。\n目前，该模型受到世界范围内的用户青睐。其中，在Token价格方面，DeepSeek-R1相对于OpenAI的o3-mini低约50%。\n在日活跃用户方面，业界统计，前者已在短时间之内达到2215万，距离ChatGPT的5323万已达到其41.6%。顺理成章地，DeepSeek成为历史上用户增长最快的AI产品。\n一些受访者对DeepSeek的用户增长十分自信，并表示其可能会成为世界上用户量最大的AI产品。\n现在，人们在用它学习外语、诊断姻缘甚至玄学算命（部分功能受限）。它的回答“更懂”国人，相当多的人已经形成了DeepSeek依赖。\n从对于AI行业发展的结果来看，DeepSeek所带来的影响正在释放。首先，它降低了AI应用的算力成本。“很多以前只能用‘H卡’（英伟达H系列GPU）跑的需求，现在4090就能跑。”一位从业者回答。\n其次是，对比其他家流量较小的开源模型，DeepSeek正在展现出十足商业潜力。\n但目前，全民DeepSeek的热潮下，仍不足以打破英伟达等AI巨头的垄断，而国产卡的未来仍然任重道远。\nDeepSeek是对AI行业的利好\n西安电子科技大学电子工程学院教授、博士生导师吴家骥认为，DeepSeek出现后，美国科技头牌企业构筑的垄断门槛逻辑出现问题。\n过去，OpenAI等公司在研发上投入巨大，但DeepSeek以极低的训练成本实现了与行业领先水平相当的模型效果。这表明，高投入并非实现技术突破的唯一路径。\n一位前小米高管认为，DeepSeek最大的价值在于算法。\n技术上，DeepSeek在算法和工程方面围绕MoE（混合专家模型）进行了创新，从V2的160个专家扩展到V3的256个专家，实现671B参数量下仅需激活37B参数的高效运算，突破了MoE模型此前训练难度大的限制。\n直接影响是，它削弱了美国闭源模型的市场竞争力。\n庞大的日活用户和几次封禁DeepSeek的失败，让AI人才有了逆流之势。据了解，在关于DeepSeek的制裁令发布后72小时内，DeepSeek硅谷研究院收到327份来自美国头部科技公司的求职申请，包括17名Meta首席工程师。\n青云科技市场总监王玉圆认为，ChatGPT是行业的第一把火，而DeepSeek是另一个里程碑。\n在她看来，在开源领域，Meta的Llama也没有达到如此热度。最为重要的是，DeepSeek所引导的低成本、高性价比模型将催生AI发展的下一轮百花齐放。“这无疑是对做AI应用和个人开发者的重大利好”，她补充。\n一位AI应用开发者对数科星球DigitalPlanet称，他曾尝试用8G显存的笔记本电脑跑DeepSeek7B私有部署大模型。虽然只是理论上能跑，具体效果还不甚理想，但他已经“非常感动”了。\n因为，一旦未来该款大模型可进行进一步的向下兼容，那么他将不需为GPU算力公司缴纳高昂的算力费用。\n他向数科星球DigitalPlanet展示了自己正在开发的自动考试和做题软件。需要用到实时算力以生成考试题，在他看来，这种项目要求算力水平不高，如果算力问题解决，那么会成为颇受欢迎的AI应用。\n王玉圆认为，AI算力成本的下降会催生更多AI应用的诞生，所有的应用都会用生成式AI的逻辑再做一遍（从春节期间，人们在各种领域的尝试，可见一斑）。\n而同时，因为国产和私有部署的缘故，以往对AI较为保守的ToB客户的热情也在被调动。一些从业者的回复称，新年开年上班第一天，他所在的公司已在着手推动新的AI产品采购计划。\n所以，可以说，DeepSeek的火爆，是对AI行业的利好。\nDeepSeek刺激了算力行业发展\nDeepSeek对算力供应商而言，展现了惊人的”鲇鱼效应“。\n一位算力行业从业者提到，“以前，要租一个算力机柜要5年起租”。\n据数科星球DigitalPlanet计算，彼时便宜的算力机柜可能每月3000元左右，5年总价约18万元；贵的如一些一线城市核心地段、高功率、高配置并带有优质服务和高带宽的机柜，每月可能12,000元甚至更高，5年总价约72万元及以上。\n而现在，用户已可以选择按Token计费、按算力计费（选卡，选租赁时间）两种模式。所以，大面积的AI开发者的加入、算力成本的下降加之性能优化可能让闲置算力得到再次利用。\n“DeepSeek的火爆有可能改善目前智算中心的经营模式”，一位前IDC从业者透露。在他看来，目前的智算中心虽搭建颇多，但运营情况不佳。“我估计，80%的国产算力卡都在闲置，但凡能租赁的算力都是英伟达卡”。\n这种闲置的规模颇大，他透露，一些智算中心甚至有50%是国产卡（硬性要求）。在过去，国产卡在训练的效果不佳，只能分担一些推理需求（大模型共分训练和推理两个使用算力的场景）。\n不过在算力出现新的使用方式后，国产卡的使用率有可能提升。\n吴家骥认为，作为大模型厂商而言，不选择国产卡的理由是“尽量减少折腾”，模型厂商更需要稳妥方案、专心研究模型技术而不是和GPU厂家搞适配。\n那么DeepSeek是怎么做出来的？\n一些专家指出，它使用了PTX（比CUDA更底层）而不是完全使用CUDA（英伟达深度学习的生态系统）。\nPTX允许开发者对GPU进行更细粒度的控制，能更精准地调度计算任务，实现更高效的计算资源利用。在处理大规模分布式训练时，可避开CUDA框架的抽象层，减少潜在的效率损失，有数据表明PTX优化可提升约16%的理论算力。\n影响是，在当前国产GPU发展的背景下使用PTX，便于DeepSeek未来适配国产GPU。它只需了解国产硬件驱动提供的基本函数接口，就可仿照英伟达GPU硬件的编程接口编写相关代码，为国产GPU的软件兼容性突破提供参考。\n吴家骥认为，DeepSeek之所以选用PTX技术，反而是因为他们没有足够多的卡。“如果卡够多，也不会考虑的”，他说。\n应该说，从这个角度而言，DeepSeek的最大贡献是，可以让厂商选择非英伟达硬件时也可以高效运行模型。\n当然，至少目前想要冲击英伟达的市场，还需不断完善生态。在DeepSeek的刺激下，目前一些对成本敏感或有自主可控需求的用户，可能会更倾向于选择国产GPU产品。\n总而言之，可以肯定的是，DeepSeek的出现可以在一定程度上缓解高端GPU禁售的影响。\n端侧模型：AI硬件的新想象\nDeepSeek的远期影响是AI硬件。长久以来，端侧模型成为了制约AI硬件发展的桎梏。而目前，这种情况有望缓解。\n现在，手机的显存通常在4GB-12GB之间。中高端手机为例，真正能分配给模型的显存可能仅在2GB-4GB左右。由于手机散热、功耗等方面的限制，长时间高负载运行大显存模型会导致手机发热严重、电量消耗过快，影响用户体验。\n而由于更便宜、更好用的大模型到来后，AI硬件的大面积改良或将成为可能。\n一位AI硬件创业者指出，DeepSeek的出现改变了AI硬件在大模型行业发展的方向。其中，众多团队开始向算法效率优化倾斜。\n在未来可预期的范围内，针对AI硬件的算法将出现海量迭代。\n此外，由于DeepSeek的推理成本降至OpenAI模型的1/50，使得AI手机、AI眼镜、智能穿戴等设备能够采用低功耗芯片实现高性能AI功能。\n所以硬件的开发门槛也被降低了。\n正如上文所述，在海量AI应用呼之欲出之际，将倒逼AI硬件的进化。有乐观人士称，端侧智能与国产替代将成为新的核心增长引擎。\n关于DeepSeek的影响，你还知道哪些？","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375725934018568,"gmtCreate":1732761008356,"gmtModify":1732761263956,"author":{"id":"4088229247035510","authorId":"4088229247035510","name":"滑铲大王","avatar":"https://static.tigerbbs.com/507acb456ecb5ed2a3f4f715ce708f2d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088229247035510","authorIdStr":"4088229247035510"},"themes":[],"htmlText":"<a 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402667199238840","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402399078978208,"gmtCreate":1739260555861,"gmtModify":1739260664267,"author":{"id":"4088229247035510","authorId":"4088229247035510","name":"滑铲大王","avatar":"https://static.tigerbbs.com/507acb456ecb5ed2a3f4f715ce708f2d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088229247035510","authorIdStr":"4088229247035510"},"themes":[],"htmlText":"瞎j儿搞","listText":"瞎j儿搞","text":"瞎j儿搞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402399078978208","repostId":"2510226218","repostType":2,"repost":{"id":"2510226218","kind":"highlight","pubTimestamp":1739230675,"share":"https://www.laohu8.com/m/news/2510226218?lang=&edition=full","pubTime":"2025-02-11 07:37","market":"sg","language":"en","title":"iDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase","url":"https://stock-news.laohu8.com/highlight/detail?id=2510226218","media":"Simply Wall St.","summary":"Insiders who purchased CN¥9.13m worth of iDreamSky Technology Holdings Limited ( HKG:1119 ) shares over the past year...","content":"<html><body><div><p> Insiders who purchased CN¥9.13m worth of <strong>iDreamSky Technology Holdings Limited</strong> (HKG:1119) shares over the past year recouped some of their losses after price gained 11% last week.  However, total losses seen by insiders are still CN¥2.4m since the time of purchase.    </p><p> While insider transactions are not the most important thing when it comes to long-term investing,  we do think it is perfectly logical to keep tabs on what insiders are doing. </p> <p><span> View our latest analysis for iDreamSky Technology Holdings </span></p><h2> The Last 12 Months Of Insider Transactions At iDreamSky Technology Holdings </h2> <p> In the last twelve months, the biggest single purchase by an insider was when Co-founder Xiangyu Chen bought HK$2.2m worth of shares at a price of HK$2.24 per share.    So it's clear an insider wanted to buy, even at a higher price than the current share price (being HK$1.77).  While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future.  In our view, the price an insider pays for shares is very important.   As a general rule, we feel more positive about a stock when an insider has bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.  The only individual insider to buy over the last year was Xiangyu Chen.     </p> <p> Xiangyu Chen bought a total of 3.78m shares over the year at an average price of HK$2.42.   You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below.  If you want to know exactly who sold, for how much, and when, simply click on the graph below! </p><figure><img height=\"420\" loading=\"lazy\" src=\"https://images.simplywall.st/asset/chart/590752068-insider-trading-volume-1-dark/1739230674189\" width=\"821\"/><figcaption>SEHK:1119 Insider Trading Volume February 10th 2025</figcaption></figure><p> iDreamSky Technology Holdings is not the only stock that insiders are buying. For those who like to find <strong>small cap companies at attractive valuations, </strong> this <strong>free</strong> list of growing companies with recent insider purchasing, could be just the ticket. </p> <h2> Does iDreamSky Technology Holdings Boast High Insider Ownership? </h2><p> I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders.  A high insider ownership often makes company leadership more mindful of shareholder interests.   iDreamSky Technology Holdings insiders own about HK$541m worth of shares. That equates to 18% of the company.  While this is a strong but not outstanding level of insider ownership, it's enough to indicate some alignment between management and smaller shareholders.  </p><h2> What Might The Insider Transactions At iDreamSky Technology Holdings Tell Us? </h2><p> The fact that there have been no iDreamSky Technology Holdings insider transactions recently certainly doesn't bother us.    But insiders have shown more of an appetite for the stock, over the last year.   It would be great to see more insider buying, but overall it seems like iDreamSky Technology Holdings insiders are reasonably well aligned (owning significant chunk of the company's shares) and optimistic for the future.      So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing.    Case in point: We've spotted <strong>2 warning signs for iDreamSky Technology Holdings</strong> you should be aware of, and 1 of these is a bit concerning.   </p><p> If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this <strong>free</strong> list of interesting companies, that have HIGH return on equity and low debt. </p><p><em>For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.</em></p><div><h3>Valuation is complex, but we're here to simplify it.</h3><p>Discover if iDreamSky Technology Holdings might be undervalued or overvalued with our detailed analysis, featuring <strong>fair value estimates, potential risks, dividends, insider trades, and its financial condition.</strong></p>Access Free Analysis</div><p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i></p></div></body></html>","source":"simplywall_highlight","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>iDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase</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\">\niDreamSky Technology Holdings Insiders CN¥2.4m Short Of Breakeven On Stock Purchase\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/hk/media/hkg-1119/idreamsky-technology-holdings-shares/news/idreamsky-technology-holdings-insiders-cn24m-short-of-breake><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Insiders who purchased CN¥9.13m worth of iDreamSky Technology Holdings Limited (HKG:1119) shares over the past year recouped some of their losses after price gained 11% last week.  However, total ...</p>\n\n<a href=\"https://simplywall.st/stocks/hk/media/hkg-1119/idreamsky-technology-holdings-shares/news/idreamsky-technology-holdings-insiders-cn24m-short-of-breake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8043000-choice1-main-header/1585186853880","relate_stocks":{"CN":"Xtrackers MSCI All China Equity ETF","BK1531":"手游股","BK1516":"腾讯概念","BK1591":"就地过年概念","BK1104":"互动家庭娱乐","01119":"创梦天地"},"source_url":"https://simplywall.st/stocks/hk/media/hkg-1119/idreamsky-technology-holdings-shares/news/idreamsky-technology-holdings-insiders-cn24m-short-of-breake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510226218","content_text":"Insiders who purchased CN¥9.13m worth of iDreamSky Technology Holdings Limited (HKG:1119) shares over the past year recouped some of their losses after price gained 11% last week.  However, total losses seen by insiders are still CN¥2.4m since the time of purchase.     While insider transactions are not the most important thing when it comes to long-term investing,  we do think it is perfectly logical to keep tabs on what insiders are doing.   View our latest analysis for iDreamSky Technology Holdings  The Last 12 Months Of Insider Transactions At iDreamSky Technology Holdings   In the last twelve months, the biggest single purchase by an insider was when Co-founder Xiangyu Chen bought HK$2.2m worth of shares at a price of HK$2.24 per share.    So it's clear an insider wanted to buy, even at a higher price than the current share price (being HK$1.77).  While their view may have changed since the purchase was made, this does at least suggest they have had confidence in the company's future.  In our view, the price an insider pays for shares is very important.   As a general rule, we feel more positive about a stock when an insider has bought shares at above current prices, because that suggests they viewed the stock as good value, even at a higher price.  The only individual insider to buy over the last year was Xiangyu Chen.       Xiangyu Chen bought a total of 3.78m shares over the year at an average price of HK$2.42.   You can see a visual depiction of insider transactions (by companies and individuals) over the last 12 months, below.  If you want to know exactly who sold, for how much, and when, simply click on the graph below! SEHK:1119 Insider Trading Volume February 10th 2025 iDreamSky Technology Holdings is not the only stock that insiders are buying. For those who like to find small cap companies at attractive valuations,  this free list of growing companies with recent insider purchasing, could be just the ticket.   Does iDreamSky Technology Holdings Boast High Insider Ownership?  I like to look at how many shares insiders own in a company, to help inform my view of how aligned they are with insiders.  A high insider ownership often makes company leadership more mindful of shareholder interests.   iDreamSky Technology Holdings insiders own about HK$541m worth of shares. That equates to 18% of the company.  While this is a strong but not outstanding level of insider ownership, it's enough to indicate some alignment between management and smaller shareholders.   What Might The Insider Transactions At iDreamSky Technology Holdings Tell Us?  The fact that there have been no iDreamSky Technology Holdings insider transactions recently certainly doesn't bother us.    But insiders have shown more of an appetite for the stock, over the last year.   It would be great to see more insider buying, but overall it seems like iDreamSky Technology Holdings insiders are reasonably well aligned (owning significant chunk of the company's shares) and optimistic for the future.      So while it's helpful to know what insiders are doing in terms of buying or selling, it's also helpful to know the risks that a particular company is facing.    Case in point: We've spotted 2 warning signs for iDreamSky Technology Holdings you should be aware of, and 1 of these is a bit concerning.    If you would prefer to check out another company -- one with potentially superior financials -- then do not miss this free list of interesting companies, that have HIGH return on equity and low debt. For the purposes of this article, insiders are those individuals who report their transactions to the relevant regulatory body. We currently account for open market transactions and private dispositions of direct interests only, but not derivative transactions or indirect interests.Valuation is complex, but we're here to simplify it.Discover if iDreamSky Technology Holdings might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402002827432224,"gmtCreate":1739153081570,"gmtModify":1739153131279,"author":{"id":"4088229247035510","authorId":"4088229247035510","name":"滑铲大王","avatar":"https://static.tigerbbs.com/507acb456ecb5ed2a3f4f715ce708f2d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088229247035510","authorIdStr":"4088229247035510"},"themes":[],"htmlText":"如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则","listText":"如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则","text":"如果一个规则不能保护付出更多努力的创新者，他就算不上一个合理的规则","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402002827432224","repostId":"2510777610","repostType":2,"repost":{"id":"2510777610","kind":"news","pubTimestamp":1739152120,"share":"https://www.laohu8.com/m/news/2510777610?lang=&edition=full","pubTime":"2025-02-10 09:48","market":"hk","language":"zh","title":"DeepSeek，把国产AI的想象力拉满了","url":"https://stock-news.laohu8.com/highlight/detail?id=2510777610","media":"蓝鲸财经","summary":"2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。一些受访者对DeepSeek的用户增长十分自信，并表示其可能会成为世界上用户量最大的AI产品。从对于AI行业发展的结果来看，DeepSeek所带来的影响正在释放。据了解，在关于DeepSeek的制裁令发布后72小时内，DeepSeek硅谷研究院收到327份来自美国头部科技公司的求职申请，包括17名Meta首席工程师。","content":"<html><body><blockquote>\n<p>作者丨数科星球 嘟嘟与石榴</p>\n</blockquote>\n<p>2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。</p>\n<p>目前，该模型受到世界范围内的用户青睐。其中，在Token价格方面，DeepSeek-R1相对于OpenAI的o3-mini低约50%。</p>\n<p>在日活跃用户方面，业界统计，前者已在短时间之内达到2215万，距离ChatGPT的5323万已达到其41.6%。顺理成章地，DeepSeek成为历史上用户增长最快的AI产品。</p>\n<p>一些受访者对DeepSeek的用户增长十分自信，并表示其可能会成为世界上用户量最大的AI产品。</p>\n<p>现在，人们在用它学习外语、诊断姻缘甚至玄学算命（部分功能受限）。它的回答“更懂”国人，相当多的人已经形成了DeepSeek依赖。</p>\n<p>从对于AI行业发展的结果来看，DeepSeek所带来的影响正在释放。首先，它降低了AI应用的算力成本。“很多以前只能用‘H卡’（<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H系列GPU）跑的需求，现在4090就能跑。”一位从业者回答。</p>\n<p>其次是，对比其他家流量较小的开源模型，DeepSeek正在展现出十足商业潜力。</p>\n<p>但目前，<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>DeepSeek的热潮下，仍不足以打破英伟达等AI巨头的垄断，而国产卡的未来仍然任重道远。</p>\n<p>DeepSeek是对AI行业的利好</p>\n<p>西安电子科技大学电子工程学院教授、博士生导师吴家骥认为，DeepSeek出现后，美国科技头牌企业构筑的垄断门槛逻辑出现问题。</p>\n<p>过去，OpenAI等公司在研发上投入巨大，但DeepSeek以极低的训练成本实现了与行业领先水平相当的模型效果。这表明，高投入并非实现技术突破的唯一路径。</p>\n<p>一位前小米高管认为，DeepSeek最大的价值在于算法。</p>\n<p>技术上，DeepSeek在算法和工程方面围绕MoE（混合专家模型）进行了创新，从V2的160个专家扩展到V3的256个专家，实现671B参数量下仅需激活37B参数的高效运算，突破了MoE模型此前训练难度大的限制。</p>\n<p>直接影响是，它削弱了美国闭源模型的市场竞争力。</p>\n<p>庞大的日活用户和几次封禁DeepSeek的失败，让AI人才有了逆流之势。据了解，在关于DeepSeek的制裁令发布后72小时内，DeepSeek硅谷研究院收到327份来自美国头部科技公司的求职申请，包括17名Meta首席工程师。</p>\n<p><a href=\"https://laohu8.com/S/688316\">青云科技</a>市场总监王玉圆认为，ChatGPT是行业的第一把火，而DeepSeek是另一个里程碑。</p>\n<p>在她看来，在开源领域，Meta的Llama也没有达到如此热度。最为重要的是，DeepSeek所引导的低成本、高性价比模型将催生AI发展的下一轮百花齐放。“这无疑是对做AI应用和个人开发者的重大利好”，她补充。</p>\n<p>一位AI应用开发者对数科星球DigitalPlanet称，他曾尝试用8G显存的笔记本电脑跑DeepSeek7B私有部署大模型。虽然只是理论上能跑，具体效果还不甚理想，但他已经“非常感动”了。</p>\n<p>因为，一旦未来该款大模型可进行进一步的向下兼容，那么他将不需为GPU算力公司缴纳高昂的算力费用。</p>\n<p>他向数科星球DigitalPlanet展示了自己正在开发的自动考试和做题软件。需要用到实时算力以生成考试题，在他看来，这种项目要求算力水平不高，如果算力问题解决，那么会成为颇受欢迎的AI应用。</p>\n<p>王玉圆认为，AI算力成本的下降会催生更多AI应用的诞生，所有的应用都会用生成式AI的逻辑再做一遍（从春节期间，人们在各种领域的尝试，可见一斑）。</p>\n<p>而同时，因为国产和私有部署的缘故，以往对AI较为保守的ToB客户的热情也在被调动。一些从业者的回复称，新年开年上班第一天，他所在的公司已在着手推动新的AI产品采购计划。</p>\n<p>所以，可以说，DeepSeek的火爆，是对AI行业的利好。</p>\n<p>DeepSeek刺激了算力行业发展</p>\n<p>DeepSeek对算力供应商而言，展现了惊人的”鲇鱼效应“。</p>\n<p>一位算力行业从业者提到，“以前，要租一个算力机柜要5年起租”。</p>\n<p>据数科星球DigitalPlanet计算，彼时便宜的算力机柜可能每月3000元左右，5年总价约18万元；贵的如一些一线城市核心地段、高功率、高配置并带有优质服务和高带宽的机柜，每月可能12,000元甚至更高，5年总价约72万元及以上。</p>\n<p>而现在，用户已可以选择按Token计费、按算力计费（选卡，选租赁时间）两种模式。所以，大面积的AI开发者的加入、算力成本的下降加之性能优化可能让闲置算力得到再次利用。</p>\n<p>“DeepSeek的火爆有可能改善目前智算中心的经营模式”，一位前IDC从业者透露。在他看来，目前的智算中心虽搭建颇多，但运营情况不佳。“我估计，80%的国产算力卡都在闲置，但凡能租赁的算力都是英伟达卡”。</p>\n<p>这种闲置的规模颇大，他透露，一些智算中心甚至有50%是国产卡（硬性要求）。在过去，国产卡在训练的效果不佳，只能分担一些推理需求（大模型共分训练和推理两个使用算力的场景）。</p>\n<p>不过在算力出现新的使用方式后，国产卡的使用率有可能提升。</p>\n<p>吴家骥认为，作为大模型厂商而言，不选择国产卡的理由是“尽量减少折腾”，模型厂商更需要稳妥方案、专心研究模型技术而不是和GPU厂家搞适配。</p>\n<p>那么DeepSeek是怎么做出来的？</p>\n<p>一些专家指出，它使用了PTX（比CUDA更底层）而不是完全使用CUDA（英伟达深度学习的生态系统）。</p>\n<p>PTX允许开发者对GPU进行更细粒度的控制，能更精准地调度计算任务，实现更高效的计算资源利用。在处理大规模分布式训练时，可避开CUDA框架的抽象层，减少潜在的效率损失，有数据表明PTX优化可提升约16%的理论算力。</p>\n<p>影响是，在当前国产GPU发展的背景下使用PTX，便于DeepSeek未来适配国产GPU。它只需了解国产硬件驱动提供的基本函数接口，就可仿照英伟达GPU硬件的编程接口编写相关代码，为国产GPU的软件兼容性突破提供参考。</p>\n<p>吴家骥认为，DeepSeek之所以选用PTX技术，反而是因为他们没有足够多的卡。“如果卡够多，也不会考虑的”，他说。</p>\n<p>应该说，从这个角度而言，DeepSeek的最大贡献是，可以让厂商选择非英伟达硬件时也可以高效运行模型。</p>\n<p>当然，至少目前想要冲击英伟达的市场，还需不断完善生态。在DeepSeek的刺激下，目前一些对成本敏感或有自主可控需求的用户，可能会更倾向于选择国产GPU产品。</p>\n<p>总而言之，可以肯定的是，DeepSeek的出现可以在一定程度上缓解高端GPU禁售的影响。</p>\n<p>端侧模型：AI硬件的新想象</p>\n<p>DeepSeek的远期影响是AI硬件。长久以来，端侧模型成为了制约AI硬件发展的桎梏。而目前，这种情况有望缓解。</p>\n<p>现在，手机的显存通常在4GB-12GB之间。中高端手机为例，真正能分配给模型的显存可能仅在2GB-4GB左右。由于手机散热、功耗等方面的限制，长时间高负载运行大显存模型会导致手机发热严重、电量消耗过快，影响用户体验。</p>\n<p>而由于更便宜、更好用的大模型到来后，AI硬件的大面积改良或将成为可能。</p>\n<p>一位AI硬件创业者指出，DeepSeek的出现改变了AI硬件在大模型行业发展的方向。其中，众多团队开始向算法效率优化倾斜。</p>\n<p>在未来可预期的范围内，针对AI硬件的算法将出现海量迭代。</p>\n<p>此外，由于DeepSeek的推理成本降至OpenAI模型的1/50，使得AI手机、AI眼镜、智能穿戴等设备能够采用低功耗芯片实现高性能AI功能。</p>\n<p>所以硬件的开发门槛也被降低了。</p>\n<p>正如上文所述，在海量AI应用呼之欲出之际，将倒逼AI硬件的进化。有乐观人士称，端侧智能与国产替代将成为新的核心增长引擎。</p>\n<p>关于DeepSeek的影响，你还知道哪些？</p>\n</body></html>","source":"lanjinger_stock","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，把国产AI的想象力拉满了</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; 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}\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，把国产AI的想象力拉满了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 09:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/250374><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨数科星球 嘟嘟与石榴\n\n2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。\n目前，该模型受到世界范围内的用户青睐。其中，在Token价格方面，DeepSeek-R1相对于OpenAI的o3-mini低约50%。\n在日活跃用户方面，业界统计，前者已在短时间之内达到2215万，距离ChatGPT的5323万已达到其41.6%。顺理成章地...</p>\n\n<a href=\"https://www.lanjinger.com/d/250374\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.lanjinger.com/d/250374","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510777610","content_text":"作者丨数科星球 嘟嘟与石榴\n\n2025年的新年，人们十足地过了一把“AI年”。除了机器人和无人机地表演外，最炸裂的莫过于DeepSeek了。\n目前，该模型受到世界范围内的用户青睐。其中，在Token价格方面，DeepSeek-R1相对于OpenAI的o3-mini低约50%。\n在日活跃用户方面，业界统计，前者已在短时间之内达到2215万，距离ChatGPT的5323万已达到其41.6%。顺理成章地，DeepSeek成为历史上用户增长最快的AI产品。\n一些受访者对DeepSeek的用户增长十分自信，并表示其可能会成为世界上用户量最大的AI产品。\n现在，人们在用它学习外语、诊断姻缘甚至玄学算命（部分功能受限）。它的回答“更懂”国人，相当多的人已经形成了DeepSeek依赖。\n从对于AI行业发展的结果来看，DeepSeek所带来的影响正在释放。首先，它降低了AI应用的算力成本。“很多以前只能用‘H卡’（英伟达H系列GPU）跑的需求，现在4090就能跑。”一位从业者回答。\n其次是，对比其他家流量较小的开源模型，DeepSeek正在展现出十足商业潜力。\n但目前，全民DeepSeek的热潮下，仍不足以打破英伟达等AI巨头的垄断，而国产卡的未来仍然任重道远。\nDeepSeek是对AI行业的利好\n西安电子科技大学电子工程学院教授、博士生导师吴家骥认为，DeepSeek出现后，美国科技头牌企业构筑的垄断门槛逻辑出现问题。\n过去，OpenAI等公司在研发上投入巨大，但DeepSeek以极低的训练成本实现了与行业领先水平相当的模型效果。这表明，高投入并非实现技术突破的唯一路径。\n一位前小米高管认为，DeepSeek最大的价值在于算法。\n技术上，DeepSeek在算法和工程方面围绕MoE（混合专家模型）进行了创新，从V2的160个专家扩展到V3的256个专家，实现671B参数量下仅需激活37B参数的高效运算，突破了MoE模型此前训练难度大的限制。\n直接影响是，它削弱了美国闭源模型的市场竞争力。\n庞大的日活用户和几次封禁DeepSeek的失败，让AI人才有了逆流之势。据了解，在关于DeepSeek的制裁令发布后72小时内，DeepSeek硅谷研究院收到327份来自美国头部科技公司的求职申请，包括17名Meta首席工程师。\n青云科技市场总监王玉圆认为，ChatGPT是行业的第一把火，而DeepSeek是另一个里程碑。\n在她看来，在开源领域，Meta的Llama也没有达到如此热度。最为重要的是，DeepSeek所引导的低成本、高性价比模型将催生AI发展的下一轮百花齐放。“这无疑是对做AI应用和个人开发者的重大利好”，她补充。\n一位AI应用开发者对数科星球DigitalPlanet称，他曾尝试用8G显存的笔记本电脑跑DeepSeek7B私有部署大模型。虽然只是理论上能跑，具体效果还不甚理想，但他已经“非常感动”了。\n因为，一旦未来该款大模型可进行进一步的向下兼容，那么他将不需为GPU算力公司缴纳高昂的算力费用。\n他向数科星球DigitalPlanet展示了自己正在开发的自动考试和做题软件。需要用到实时算力以生成考试题，在他看来，这种项目要求算力水平不高，如果算力问题解决，那么会成为颇受欢迎的AI应用。\n王玉圆认为，AI算力成本的下降会催生更多AI应用的诞生，所有的应用都会用生成式AI的逻辑再做一遍（从春节期间，人们在各种领域的尝试，可见一斑）。\n而同时，因为国产和私有部署的缘故，以往对AI较为保守的ToB客户的热情也在被调动。一些从业者的回复称，新年开年上班第一天，他所在的公司已在着手推动新的AI产品采购计划。\n所以，可以说，DeepSeek的火爆，是对AI行业的利好。\nDeepSeek刺激了算力行业发展\nDeepSeek对算力供应商而言，展现了惊人的”鲇鱼效应“。\n一位算力行业从业者提到，“以前，要租一个算力机柜要5年起租”。\n据数科星球DigitalPlanet计算，彼时便宜的算力机柜可能每月3000元左右，5年总价约18万元；贵的如一些一线城市核心地段、高功率、高配置并带有优质服务和高带宽的机柜，每月可能12,000元甚至更高，5年总价约72万元及以上。\n而现在，用户已可以选择按Token计费、按算力计费（选卡，选租赁时间）两种模式。所以，大面积的AI开发者的加入、算力成本的下降加之性能优化可能让闲置算力得到再次利用。\n“DeepSeek的火爆有可能改善目前智算中心的经营模式”，一位前IDC从业者透露。在他看来，目前的智算中心虽搭建颇多，但运营情况不佳。“我估计，80%的国产算力卡都在闲置，但凡能租赁的算力都是英伟达卡”。\n这种闲置的规模颇大，他透露，一些智算中心甚至有50%是国产卡（硬性要求）。在过去，国产卡在训练的效果不佳，只能分担一些推理需求（大模型共分训练和推理两个使用算力的场景）。\n不过在算力出现新的使用方式后，国产卡的使用率有可能提升。\n吴家骥认为，作为大模型厂商而言，不选择国产卡的理由是“尽量减少折腾”，模型厂商更需要稳妥方案、专心研究模型技术而不是和GPU厂家搞适配。\n那么DeepSeek是怎么做出来的？\n一些专家指出，它使用了PTX（比CUDA更底层）而不是完全使用CUDA（英伟达深度学习的生态系统）。\nPTX允许开发者对GPU进行更细粒度的控制，能更精准地调度计算任务，实现更高效的计算资源利用。在处理大规模分布式训练时，可避开CUDA框架的抽象层，减少潜在的效率损失，有数据表明PTX优化可提升约16%的理论算力。\n影响是，在当前国产GPU发展的背景下使用PTX，便于DeepSeek未来适配国产GPU。它只需了解国产硬件驱动提供的基本函数接口，就可仿照英伟达GPU硬件的编程接口编写相关代码，为国产GPU的软件兼容性突破提供参考。\n吴家骥认为，DeepSeek之所以选用PTX技术，反而是因为他们没有足够多的卡。“如果卡够多，也不会考虑的”，他说。\n应该说，从这个角度而言，DeepSeek的最大贡献是，可以让厂商选择非英伟达硬件时也可以高效运行模型。\n当然，至少目前想要冲击英伟达的市场，还需不断完善生态。在DeepSeek的刺激下，目前一些对成本敏感或有自主可控需求的用户，可能会更倾向于选择国产GPU产品。\n总而言之，可以肯定的是，DeepSeek的出现可以在一定程度上缓解高端GPU禁售的影响。\n端侧模型：AI硬件的新想象\nDeepSeek的远期影响是AI硬件。长久以来，端侧模型成为了制约AI硬件发展的桎梏。而目前，这种情况有望缓解。\n现在，手机的显存通常在4GB-12GB之间。中高端手机为例，真正能分配给模型的显存可能仅在2GB-4GB左右。由于手机散热、功耗等方面的限制，长时间高负载运行大显存模型会导致手机发热严重、电量消耗过快，影响用户体验。\n而由于更便宜、更好用的大模型到来后，AI硬件的大面积改良或将成为可能。\n一位AI硬件创业者指出，DeepSeek的出现改变了AI硬件在大模型行业发展的方向。其中，众多团队开始向算法效率优化倾斜。\n在未来可预期的范围内，针对AI硬件的算法将出现海量迭代。\n此外，由于DeepSeek的推理成本降至OpenAI模型的1/50，使得AI手机、AI眼镜、智能穿戴等设备能够采用低功耗芯片实现高性能AI功能。\n所以硬件的开发门槛也被降低了。\n正如上文所述，在海量AI应用呼之欲出之际，将倒逼AI硬件的进化。有乐观人士称，端侧智能与国产替代将成为新的核心增长引擎。\n关于DeepSeek的影响，你还知道哪些？","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}