{"id":564438,"date":"2025-01-28T20:21:41","date_gmt":"2025-01-29T04:21:41","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/01\/chinese-ai-company-deepseek-draws-interest-will-uranium-prices-rise-after-the-decline\/"},"modified":"2025-01-28T20:22:05","modified_gmt":"2025-01-29T04:22:05","slug":"%e4%b8%ad%e5%9b%bd%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e5%85%ac%e5%8f%b8-deepseek-%e5%90%b8%e5%bc%95%e5%85%b4%e8%b6%a3%e9%93%80%e4%bb%b7%e4%b8%8b%e8%b7%8c%e5%90%8e%e8%bf%98%e8%83%bd%e4%b8%8a%e6%b6%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/01\/%e4%b8%ad%e5%9b%bd%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e5%85%ac%e5%8f%b8-deepseek-%e5%90%b8%e5%bc%95%e5%85%b4%e8%b6%a3%e9%93%80%e4%bb%b7%e4%b8%8b%e8%b7%8c%e5%90%8e%e8%bf%98%e8%83%bd%e4%b8%8a%e6%b6%a8\/","title":{"rendered":"\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u516c\u53f8DeepSeek\u5438\u5f15\u5174\u8da3\uff0c\u94c0\u4ef7\u4e0b\u8dcc\u540e\u8fd8\u80fd\u4e0a\u6da8\u5417\uff1f"},"content":{"rendered":"

\u5468\u4e00\uff081\u670827\u65e5\uff09\uff0c\u7f8e\u56fd\u7535\u529b\u3001\u516c\u7528\u4e8b\u4e1a\u548c\u5929\u7136\u6c14\u516c\u53f8\u7684\u80a1\u7968\u906d\u9047\u4e86\u6709\u8bb0\u5f55\u4ee5\u6765\u6700\u5927\u5355\u65e5\u8dcc\u5e45\u4e4b\u4e00\uff0c\u539f\u56e0\u662f\u4e2d\u56fd\u521d\u521b\u4f01\u4e1a DeepSeek \u63a8\u51fa\u7684\u65b0\u4eba\u5de5\u667a\u80fd\u6280\u672f\u5f15\u53d1\u4e86\u5bf9\u7f8e\u56fd\u7535\u529b\u9700\u6c42\u548c\u79d1\u6280\u652f\u51fa\u6fc0\u589e\u9884\u671f\u7684\u8d28\u7591\u3002\u540c\u65f6\u53ef\u80fd\u4e3a\u4eba\u5de5\u667a\u80fd\u9769\u547d\u63d0\u4f9b\u52a8\u529b\u7684\u94c0\u4ef7\u5468\u4e00\u665a\u95f4\u4e0b\u8dcc\u4e865%\u3002<\/p>\n

\u4e2d\u56fd\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u7684 AI\u804a\u5929\u673a\u5668\u4ebaDeepSeek\u8fc5\u901f\u8dc3\u5347\u81f3iPhone\u5e94\u7528\u4e0b\u8f7d\u6392\u884c\u699c\u7684\u9876\u90e8\uff0c\u8d85\u8d8a\u4e86ChatGPT\u3001Threads\u548cGoogle\u3002\u636e\u62a5\u9053\uff0c\u9876\u7ea7\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u4f7f\u7528\u591a\u8fbe 16,000 \u4e2a\u96c6\u6210\u7535\u8def\u7684\u8d85\u7ea7\u8ba1\u7b97\u673a\u6765\u8bad\u7ec3\u4ed6\u4eec\u7684\u6a21\u578b\uff0c\u800c DeepSeek \u4ec5\u4f7f\u7528\u82f1\u4f1f\u8fbeH800 \u7cfb\u5217\u7684\u7ea6 2000 \u4e2a\u82af\u7247\u3002<\/p>\n

Evercore ISI\u7684\u5206\u6790\u5e08\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff1a\u201c\u5982\u679c\u00a0DeepSeek\u00a0\u7684\u5f00\u6e90\u6a21\u578b\u786e\u5b9e\u9ad8\u6548\uff0c\u8d85\u5927\u89c4\u6a21\u6570\u636e\u4e2d\u5fc3\u5f00\u53d1\u5546\u53ef\u4ee5\u5c06\u5176\u5e94\u7528\u4e8e\u4ed6\u4eec\u7684\u6a21\u578b\u4e2d\uff0c\u8fd9\u5c06\u5bfc\u81f4\u80fd\u6e90\u9700\u6c42\u66f4\u52a0\u6e29\u548c\u3002\u201d<\/p>\n

\u5468\u4e00\uff0c\u79d1\u6280\u80a1\u5927\u5e45\u4e0b\u8dcc\uff0c\u82f1\u4f1f\u8fbe\uff08NVDA\uff09<\/a>\u80a1\u4ef7\u4e0b\u8dcc16%\uff0c\u53f0\u79ef\u7535\uff08TSMC\uff09<\/a>\u4e0b\u8dcc11%\uff0c\u7532\u9aa8\u6587\uff08ORCL\uff09<\/a>\u4e0b\u8dcc15%\u3002\u636e\u5a92\u4f53\u62a5\u9053\uff0cDeepSeek\u53d1\u5e03\u540e\uff0c\u534e\u5c14\u8857\u7684\u80a1\u7968\u5e02\u503c\u7f29\u6c34\u4e861.6\u4e07\u4ebf\u7f8e\u5143\u3002\u4e0d\u8fc7\uff0c\u8fd9\u4e09\u5bb6\u516c\u53f8\u7684\u80a1\u7968\u5468\u4e8c\uff081\u670828\u65e5\uff09\u51e0\u4e4e\u4e0a\u6da8\u4e863%\u3002<\/p>\n

\u94c0\u73b0\u8d27\u4ef7\u683c\u4e0b\u8dcc<\/h2>\n

\u4e0e\u8fd9\u4e9b\u52a8\u5411\u4e00\u8d77\uff0c\u94c0\u73b0\u8d27\u4ef7\u683c\u4e5f\u5728\u5468\u4e00\u665a\u4e0a\u4e0b\u8dcc\u3002\u94c0\u88ab\u89c6\u4e3a\u5f00\u53d1\u9ad8\u80fd\u8017\u4eba\u5de5\u667a\u80fd\u4f5c\u4e3a\u6838\u80fd\u71c3\u6599\u7684\u5173\u952e\u3002\u5468\u4e8c\uff0c\u6c27\u5316\u94c0 (U3O8) \u7684\u4ef7\u683c\u4e0b\u8dcc 3.90 \u7f8e\u5143\/\u78c5\u81f3 67.30 \u7f8e\u5143\/\u78c5\uff0c\u5468\u8dcc\u5e45\u4e3a 6.55 \u7f8e\u5143\/\u78c5\u3002<\/p>\n

BMO\u8d44\u672c\u5e02\u573a\u5206\u6790\u5e08George Heppel\u5728\u4e00\u4efd\u62a5\u544a\u4e2d\u8868\u793a\uff1a\u201c\u5c3d\u7ba1\u6628\u5929AI\u60c5\u7eea\u51fa\u73b0\u8d1f\u9762\u8f6c\u53d8\uff0c\u6211\u4eec\u5bf9\u53cd\u5e94\u5806\u7684\u9700\u6c42\u5c55\u671b\u52302030\u5e74\u4fdd\u6301\u4e0d\u53d8\uff0c\u8fd9\u5f97\u76ca\u4e8e\u4e2d\u56fd\u6b63\u5728\u8fdb\u884c\u7684\u53cd\u5e94\u5806\u5efa\u8bbe\u7684\u5de8\u5927\u589e\u957f\u3002\u6b64\u5916\uff0c\u5957\u5229\u4ea4\u6613\u7ecf\u6d4e\u72b6\u51b5\u7684\u6539\u5584\u5e94\u5728\u8fd9\u4e2a\u6c34\u5e73\u4e0a\u63d0\u4f9b\u4e0a\u884c\u652f\u6301\u3002\u201d<\/p>\n

\u94c0\u4ef7\u4e0b\u8dcc\u53ef\u80fd\u652f\u6491\u4e86\u4e3b\u8981\u94c0\u77ff\u5546\u7684\u80a1\u4ef7\uff0c\u8fd9\u4e9b\u516c\u53f8\u80a1\u4ef7\u5468\u4e8c\u4e0a\u6da8\u3002 Cameco (TSX: CCO) \u80a1\u4ef7\u4e0a\u6da8 1.2% \u81f3\u6bcf\u80a1 69.13 \u52a0\u5143\uff0cKazatomprom (LSE: KAP) \u80a1\u4ef7\u4e0a\u6da8 1.6% \u81f3\u6bcf\u80a1 37.60 \u7f8e\u5143\uff0cNexGen Energy (TSX: NXE) \u80a1\u4ef7\u4e0a\u6da8 4.6% \u81f3\u6bcf\u80a1 9.15 \u52a0\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u5468\u4e00\uff081\u670827\u65e5\uff09\uff0c\u7f8e\u56fd\u7535\u529b\u3001\u516c\u7528\u4e8b\u4e1a\u548c\u5929\u7136\u6c14\u516c\u53f8\u7684\u80a1\u7968\u906d\u9047\u4e86\u6709\u8bb0\u5f55\u4ee5\u6765\u6700\u5927\u5355\u65e5\u8dcc\u5e45\u4e4b\u4e00\uff0c\u539f\u56e0\u662f\u4e2d\u56fd\u521d\u521b\u4f01\u4e1a […]<\/p>\n","protected":false},"author":9,"featured_media":564434,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427,2196],"tags":[2170,1121,661,753],"class_list":["post-564438","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","category-2196","tag-2170","tag-1121","tag-661","tag-753","sectors-mining-zh-hans","sectors-energy-metals-sch","locations-china-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/564438","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=564438"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/564438\/revisions"}],"predecessor-version":[{"id":564441,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/564438\/revisions\/564441"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/564434"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=564438"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=564438"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=564438"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}