DeepSeek转向国产适配，Grab押注AI利润，美国反击数据主权

1) DeepSeek据称在V4预发布阶段优先向华为等国内厂商开放适配，美系芯片协同窗口收窄 2) Grab提出到二〇二八年EBITDA达十五亿美元，AI与金融/零售新服务成为盈利抓手 3) 美国要求外交系统反对数据本地化与数据主权倡议，跨境AI与云服务规则摩擦加剧 4) 高盛测算AI相关因素已占美国一月计划裁员约百分之七，企业进入“降本+AI投入”并行期 5) DeepSeek训练与部署链路持续受关注，出口管制与国产算力替代博弈同步升温前往小宇宙评论区与主播互动

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DeepSeek转向国产适配，Grab押注AI利润，美国反击数据主权

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