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本文系基于公开资料撰写，仅作为信息交流之用，不构成任何投资建议。 诚如我们在《Deepseek的意义、价值与影响》中所阐述的那样，开源模型Deepseek的率先冲线，标志着 “机器智能寒武纪时刻”的启动，产业即将因此进入应用创新大爆发周期。

在科技领域，一场革命性的变革正在悄然发生。随着开源模型Deepseek的突破性进展，业界普遍认为，这标志着“机器智能寒武纪时刻”的到来，预示着人工智能应用创新即将进入一个前所未有的爆发周期。Deepseek不仅加速了AI技术的成熟，更预示着一个新时代的开启——2025年，被视为AI推理之年，GPU的主导地位面临挑战，ASIC与SOC成为竞相追逐的焦点。