As the world ushered in the Lunar New Year, a remarkable phenomenon emerged in the tech landscape: DeepSeek, an innovative AI application from China, captured global attention and became a sensation across social media platformsUsers actively engaged with DeepSeek, sharing interactions that ranged from assessments of educational institutions to critiques of various mobile phone manufacturersThe sheer breadth of topics addressed by DeepSeek showcased its impressive capabilities, earning it widespread admiration.

Amid this technological fervor was Xiaoxia, an enthusiastic user who quickly downloaded the DeepSeek appShe found herself turning to the AI for advice on a variety of everyday matters—from simple decisions to more complex dilemmasIt wouldn't be an exaggeration to say that during this festive season, virtually everything was a potential inquiry for DeepSeek, illustrating how deeply ingrained the app has become in daily life.

At the heart of this hype lay the significant technological advancements of DeepSeek

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The DeepSeek-R1 model, introduced on January 20, demonstrated an unprecedented ability to perform tasks at a fraction of the cost of its competitors—less than one-twentieth of the expense incurred by OpenAIEven more impressive was its ability to achieve a twenty-fold increase in reasoning speed and over seventy times better energy efficiency compared to the industry averageSuch remarkable features propelled DeepSeek to the top of the iOS download charts in over 140 countries, making it the first Chinese AI application to achieve such global prominence.

The momentum didn’t just stop with downloads; DeepSeek's founder was invited to speak at a national symposium discussing the outlook for 2025, underscoring the support from a nation rallying behind a wholly domestic initiativeUnlike other top-tier technology products developed by teams with renowned international standing, DeepSeek emerged solely from the efforts of a Chinese team—a source of national pride.

DeepSeek's ascent impacts the traditional metrics of AI investment

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Previously, companies like Nvidia dominated the market, driven by their role as providers of computational power and attracting significant investor attentionHowever, the emergence of DeepSeek challenged this conventional narrative, showcasing that substantial performance gains can come from innovative technologies and strategic optimizations rather than merely relying on hardware accumulation.

This paradigm shift echoed through the capital markets—on January 27, Nvidia's stock plummeted by 17% in a single dayIn contrast, AI-related stocks in Hong Kong experienced a surge, reflecting a broader optimism about the future of the industry, fueled by advancements exemplified by DeepSeek.

During the Lunar New Year holiday, financial markets were buzzing with activity as brokerages, including Huatai and Citic, organized over sixty DeepSeek-themed roadshows, each attracting well over 4,000 attendees

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Research reports flooded in, with analysts focusing on themes such as "industry restructuring" and "transformative investment paradigms," signaling the arrival of a new era.

Amidst this shifting landscape, the focus of market investments noticeably evolvedInvestors are now exercising more discretion, moving away from a scattergun approach to a more targeted strategyThere’s a growing emphasis on cost-effectiveness, practical applications, and the pursuit of sustainable growth, as they aim to identify potential winners in an ever-changing market.

Xiaoxia predicts that leading companies like DeepSeek will continue to attract resources due to their technological advantages, while those merely riding the wave of the trend may face insights of overvaluationAs countries tighten AI regulations and compliance costs increase, 2025 could mark a watershed year for the industry

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Companies lacking technical competence or clear business models may find themselves sidelined, while the few who can successfully navigate these challenges will define what may be termed the "true AI era." These pioneers hold the key to pioneering new paths, and their growth trajectory will undoubtedly shape the global AI landscape.

However, it's essential to note that despite DeepSeek's spectacular achievements, challenges remainThe growing user base poses a problem, particularly during peak hours when servers struggle to handle the influx of requests, leading to occasional downtimeMoreover, the DeepSeek R1 model recorded a score of 71.5 on complex problem tests, falling slightly short of competitors like OpenAI's models, indicating room for improvement in tackling more intricate challenges.

Recognizing these shortcomings, DeepSeek is not resting on its laurels

It is actively working to enhance its capabilities, including launching an aggressive hiring campaign with attractive salaries of up to a million yuan per year to attract top talentReports indicate that DeepSeek has opened 37 job positions covering various fields, signaling its commitment to strengthening its team and technology.

Furthermore, the recruitment for deep learning researchers is particularly appealing for fresh graduates, with annual salaries potentially reaching 1.12 million yuan based on a competitive monthly wage of 80,000 yuanSuch attractive compensation is drawing numerous industry professionals to join the ranks of DeepSeekIn a bid to secure its independence, DeepSeek is accelerating collaborations with domestic chip makers and cloud service providers to build a "de-Nvidia" ecosystem, thus carving out its own path of self-sustained growth.

DeepSeek is certainly not alone in its endeavors; it is backed by a robust team and a series of strategic initiatives aimed at propelling the company forward

There are compelling reasons to anticipate that in the near future, users will experience even more exceptional products from DeepSeek, along with a plethora of innovative offerings closely tied to cutting-edge AI technology.

Investing in the technological wave underscored by DeepSeek reveals a myriad of captivating opportunitiesThose intrigued might consider directing their attention toward relevant fund products, aptly diversified to cover the entire technological spectrum—from AI and robotics to fintech and semiconductorsWith leading products at the forefront, investors are presented with a rich tapestry of choices.

Looking ahead, we have every reason to be optimistic, ready to witness the continued brilliance of domestically produced AI technology and the investment opportunities driven by advancements in artificial intelligence technology