Author丨Bai Yang, Li Yu, Sun Yongle
Editor丨Zhu Yimin, Jiang Shiqiang, Jiang Peipei
Video丨Xu Tingting
On February 21, DeepSeek posted on the social platform X that it has built a small team to explore AGI (Artificial General Intelligence), and will open source 5 code bases from next week to share research progress in a completely transparent way.
On the afternoon of February 21, DeepSeek concept stocks reappeared in the rising tide, and Runze Technology (300442. SZ), Sinnet (300383. SZ) 20CM daily limit, more than 20 stocks with a daily limit or an increase of more than 10%.
DeepSeek is connected to a variety of national-level applications
At present, the industry craze of "connecting to DeepSeek" is still continuing. At a time when the vast majority of products are still stuck in the direct output of DeepSeek capabilities, Tencent has taken a step forward.
On February 21, WeCom launched a new version, officially releasing AI functions such as "Intelligent Robot" and "Smart Form-Customer Follow-up Summary", and grayscale access to the full-blooded version of the DeepSeek-R1 large model.
On February 21, Tencent's AI assistant "Tencent Yuanbao" completed a product update, giving DeepSeek the ability to understand pictures.
According to the 21st Century Business Herald reporter, in the official version, DeepSeek only supports scanning the text in the picture, and if it is a picture without text, DeepSeek will not be able to complete the analysis.
The official version of DeepSeek can only recognize the text of images, but now in Tencent Yuanbao, users can send any image for DeepSeek to analyze and understand after turning off the online search.
The reporter learned from Tencent that the reason why DeepSeek in Tencent ingots can read pictures is because Tencent has integrated it with the multimodal ability of mixed elements.
DeepSeek's V3 and R1 models are large language models and do not have the ability to read images. In the official version of DeepSeek, OCR is used to first realize the text recognition of images, and then process the model.
On February 15, some WeChat users found that WeChat Search launched the "AI Search" function and connected to the "Deep Thinking" service provided by DeepSeek-R1. In this regard, on February 16, Tencent said that WeChat Soyisou recently officially tested the grayscale test access to DeepSeek. Users who enter the grayscale test range can search for the entry at the top of the dialog box, see the word "AI search", and click to enter to use the DeepSeek-R1 full blood version model for free.
According to the 21st Century Business Herald reporter, from February 2, Tencent Cloud quickly launched the DeepSeek-R1 large model, to February 13, Tencent Ingot supported both mixed yuan and DeepSeek two models, and quickly launched the self-developed deep thinking model TI, and then on February 16, Tencent's full product line led by WeChat began to embrace DeepSeek-R1 - Tencent's "full attack", officially opening the curtain of the large model entering the landing application stage.
Not only that, Tencent has also rapidly adjusted its organizational structure. Following the transfer of ingots from TEG to CSIG, Tencent announced on February 19 that more products and applications such as QQ Browser, Sogou Input Method, and IMA will also be imported into CSIG to jointly build Tencent's new AI matrix for the era of large models.
In the past few years, Tencent's market capitalization has been leading Chinese concept stocks. In 2024, Tencent's stock price has risen by 42.03%. As of December 31, 2024, Tencent's share price closed at HK$417, with a total market capitalization of US$495 billion.
Entering 2025, as of February 20, Tencent's stock price has risen by 16.74%, and its market value has increased by $80 billion from the beginning of the year to $574.7 billion.
In addition to Tencent's WeChat, a number of national-level apps have also announced access to DeepSeek.
On February 20, Weibo Zhisou was connected to DeepSeek and is being tested internally. Weibo Zhisou is connected to DeepSeek and has been undergoing internal testing. Weibo CEO Wang Gaofei posted a number of Weibo smart search content on Weibo, and the DeepSeek R1 model gave a clear conclusion based on the existing discussion content of Weibo.
On February 16, Baidu Search said that it will fully access the latest deep search functions of DeepSeek and Wenxin large models, and developers of the Wenxin intelligent twin platform will also be able to call DeepSeek models to create and tune agents at any time.
DeepSeek否认融资传闻
It was previously reported that DeepSeek was considering raising money from outside for the first time, and its rapid rise left the Chinese artificial intelligence startup facing an important dilemma of whether to raise capital. According to 21 reporters, DeepSeek has not yet received external financing, in part to avoid pressure from investors to commercialize the product too quickly. DeepSeek also denied it later, saying that the financing was all rumors.
"There is no financing plan in the short term" and "the problem faced is never money, but high-end chips (shortage)", founder Liang Wenfeng made a series of statements indicating that High-Flyer has given DeepSeek extremely strong financial support. The reporter also learned in the industry that relying on High-Flyer's funds, technology and hardware equipment, the first phase of R&D investment was independently invested by High-Flyer with 3 billion yuan.
Founder Liang Wenfeng's worth skyrocketed
According to the data of the private placement network, as of the end of 2024, among the 12 products with performance display in the private placement network, the average income of High-Flyer Quant products during the year was 12.18%, the median income was 13.02%, and the management scale was in the range of 500-60 billion yuan, which means that High-Flyer Quant continued to achieve considerable returns.
At this time, founder Liang Wenfeng's worth has skyrocketed, and according to Bloomberg's survey of seven startup founders and AI experts, DeepSeek's valuation ranges from $1 billion to $150 billion. In the median ($2 billion to $30 billion), founder Liang Wenfeng, with an 84% stake, could be among Asia's top tech billionaires.
SFC
This issue is edited by Jiang Peipei
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