EPISODE · Apr 28, 2026 · 13 MIN
高盛解读DeepSeek V4：中国AI变局
from 深度
DeepSeek V4支持100万token上下文，内存需求大降，腾讯阿里拟200亿美元投资。架构升级带来效率革命，将采用华为昇腾芯片，国内AI竞争白热化，云计算与数据中心成投资重点。
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高盛解读DeepSeek V4：中国AI变局
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