{"id":564442,"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":"2025-01-28T20:22:21","modified_gmt":"2025-01-29T04:22:21","slug":"%e4%b8%ad%e5%9c%8b%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%e8%88%88%e8%b6%a3%e9%88%be%e5%83%b9%e4%b8%8b%e8%b7%8c%e5%be%8c%e9%82%84%e8%83%bd%e4%b8%8a%e6%bc%b2","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/01\/%e4%b8%ad%e5%9c%8b%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%e8%88%88%e8%b6%a3%e9%88%be%e5%83%b9%e4%b8%8b%e8%b7%8c%e5%be%8c%e9%82%84%e8%83%bd%e4%b8%8a%e6%bc%b2\/","title":{"rendered":"\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u516c\u53f8DeepSeek\u5438\u5f15\u8208\u8da3\uff0c\u923e\u50f9\u4e0b\u8dcc\u5f8c\u9084\u80fd\u4e0a\u6f32\u55ce\uff1f"},"content":{"rendered":"

\u9031\u4e00\uff081\u670827\u65e5\uff09\uff0c\u7f8e\u570b\u96fb\u529b\u3001\u516c\u7528\u4e8b\u696d\u548c\u5929\u7136\u6c23\u516c\u53f8\u7684\u80a1\u7968\u906d\u9047\u4e86\u6709\u8a18\u9304\u4ee5\u4f86\u6700\u5927\u55ae\u65e5\u8dcc\u5e45\u4e4b\u4e00\uff0c\u539f\u56e0\u662f\u4e2d\u570b\u521d\u5275\u4f01\u696d DeepSeek \u63a8\u51fa\u7684\u65b0\u4eba\u5de5\u667a\u80fd\u6280\u8853\u5f15\u767c\u4e86\u5c0d\u7f8e\u570b\u96fb\u529b\u9700\u6c42\u548c\u79d1\u6280\u652f\u51fa\u6fc0\u589e\u9810\u671f\u7684\u8cea\u7591\u3002\u540c\u6642\u53ef\u80fd\u70ba\u4eba\u5de5\u667a\u80fd\u9769\u547d\u63d0\u4f9b\u52d5\u529b\u7684\u923e\u50f9\u9031\u4e00\u665a\u9593\u4e0b\u8dcc\u4e865%\u3002<\/p>\n

\u4e2d\u570b\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u7684 AI\u804a\u5929\u6a5f\u5668\u4ebaDeepSeek\u8fc5\u901f\u8e8d\u5347\u81f3iPhone\u61c9\u7528\u4e0b\u8f09\u6392\u884c\u699c\u7684\u9802\u90e8\uff0c\u8d85\u8d8a\u4e86ChatGPT\u3001Threads\u548cGoogle\u3002\u64da\u5831\u9053\uff0c\u9802\u7d1a\u4eba\u5de5\u667a\u80fd\u516c\u53f8\u4f7f\u7528\u591a\u9054 16,000 \u500b\u96c6\u6210\u96fb\u8def\u7684\u8d85\u7d1a\u8a08\u7b97\u6a5f\u4f86\u8a13\u7df4\u4ed6\u5011\u7684\u6a21\u578b\uff0c\u800c DeepSeek \u50c5\u4f7f\u7528\u82f1\u5049\u9054H800 \u7cfb\u5217\u7684\u7d04 2000 \u500b\u82af\u7247\u3002<\/p>\n

Evercore ISI\u7684\u5206\u6790\u5e2b\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8868\u793a\uff1a\u201c\u5982\u679c\u00a0DeepSeek\u00a0\u7684\u958b\u6e90\u6a21\u578b\u78ba\u5be6\u9ad8\u6548\uff0c\u8d85\u5927\u898f\u6a21\u6578\u64da\u4e2d\u5fc3\u958b\u767c\u5546\u53ef\u4ee5\u5c07\u5176\u61c9\u7528\u65bc\u4ed6\u5011\u7684\u6a21\u578b\u4e2d\uff0c\u9019\u5c07\u5c0e\u81f4\u80fd\u6e90\u9700\u6c42\u66f4\u52a0\u6eab\u548c\u3002\u201d<\/p>\n

\u9031\u4e00\uff0c\u79d1\u6280\u80a1\u5927\u5e45\u4e0b\u8dcc\uff0c\u82f1\u5049\u9054\uff08NVDA\uff09<\/a>\u80a1\u50f9\u4e0b\u8dcc16%\uff0c\u53f0\u7a4d\u96fb\uff08TSMC\uff09<\/a>\u4e0b\u8dcc11%\uff0c\u7532\u9aa8\u6587\uff08ORCL\uff09<\/a>\u4e0b\u8dcc15%\u3002\u64da\u5a92\u9ad4\u5831\u9053\uff0cDeepSeek\u767c\u4f48\u5f8c\uff0c\u83ef\u723e\u8857\u7684\u80a1\u7968\u5e02\u503c\u7e2e\u6c34\u4e861.6\u842c\u5104\u7f8e\u5143\u3002\u4e0d\u904e\uff0c\u9019\u4e09\u5bb6\u516c\u53f8\u7684\u80a1\u7968\u9031\u4e8c\uff081\u670828\u65e5\uff09\u5e7e\u4e4e\u4e0a\u6f32\u4e863%\u3002<\/p>\n

\u923e\u73fe\u8ca8\u50f9\u683c\u4e0b\u8dcc<\/h2>\n

\u8207\u9019\u4e9b\u52d5\u5411\u4e00\u8d77\uff0c\u923e\u73fe\u8ca8\u50f9\u683c\u4e5f\u5728\u9031\u4e00\u665a\u4e0a\u4e0b\u8dcc\u3002\u923e\u88ab\u8996\u70ba\u958b\u767c\u9ad8\u80fd\u8017\u4eba\u5de5\u667a\u80fd\u4f5c\u70ba\u6838\u80fd\u71c3\u6599\u7684\u95dc\u9375\u3002\u9031\u4e8c\uff0c\u6c27\u5316\u923e (U3O8) \u7684\u50f9\u683c\u4e0b\u8dcc 3.90 \u7f8e\u5143\/\u78c5\u81f3 67.30 \u7f8e\u5143\/\u78c5\uff0c\u5468\u8dcc\u5e45\u70ba 6.55 \u7f8e\u5143\/\u78c5\u3002<\/p>\n

BMO\u8cc7\u672c\u5e02\u5834\u5206\u6790\u5e2bGeorge Heppel\u5728\u4e00\u4efd\u5831\u544a\u4e2d\u8868\u793a\uff1a\u201c\u5118\u7ba1\u6628\u5929AI\u60c5\u7dd2\u51fa\u73fe\u8ca0\u9762\u8f49\u8b8a\uff0c\u6211\u5011\u5c0d\u53cd\u61c9\u5806\u7684\u9700\u6c42\u5c55\u671b\u52302030\u5e74\u4fdd\u6301\u4e0d\u8b8a\uff0c\u9019\u5f97\u76ca\u65bc\u4e2d\u570b\u6b63\u5728\u9032\u884c\u7684\u53cd\u61c9\u5806\u5efa\u8a2d\u7684\u5de8\u5927\u589e\u9577\u3002\u6b64\u5916\uff0c\u5957\u5229\u4ea4\u6613\u7d93\u6fdf\u72c0\u6cc1\u7684\u6539\u5584\u61c9\u5728\u9019\u500b\u6c34\u5e73\u4e0a\u63d0\u4f9b\u4e0a\u884c\u652f\u6301\u3002\u201d<\/p>\n

\u923e\u50f9\u4e0b\u8dcc\u53ef\u80fd\u652f\u6490\u4e86\u4e3b\u8981\u923e\u7926\u5546\u7684\u80a1\u50f9\uff0c\u9019\u4e9b\u516c\u53f8\u80a1\u50f9\u9031\u4e8c\u4e0a\u6f32\u3002 Cameco (TSX: CCO) \u80a1\u50f9\u4e0a\u6f32 1.2% \u81f3\u6bcf\u80a1 69.13 \u52a0\u5143\uff0cKazatomprom (LSE: KAP) \u80a1\u50f9\u4e0a\u6f32 1.6% \u81f3\u6bcf\u80a1 37.60 \u7f8e\u5143\uff0cNexGen Energy (TSX: NXE) \u80a1\u50f9\u4e0a\u6f32 4.6% \u81f3\u6bcf\u80a1 9.15 \u52a0\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u9031\u4e00\uff081\u670827\u65e5\uff09\uff0c\u7f8e\u570b\u96fb\u529b\u3001\u516c\u7528\u4e8b\u696d\u548c\u5929\u7136\u6c23\u516c\u53f8\u7684\u80a1\u7968\u906d\u9047\u4e86\u6709\u8a18\u9304\u4ee5\u4f86\u6700\u5927\u55ae\u65e5\u8dcc\u5e45\u4e4b\u4e00\uff0c\u539f\u56e0\u662f\u4e2d\u570b\u521d\u5275\u4f01\u696d […]<\/p>\n","protected":false},"author":9,"featured_media":564435,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426,2197],"tags":[2171,1122,672,810],"class_list":["post-564442","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","category-2197","tag-2171","tag-1122","tag-672","tag-810","sectors-mining-zh-hant","sectors-energy-metals-tch","locations-china-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/564442","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=564442"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/564442\/revisions"}],"predecessor-version":[{"id":564445,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/564442\/revisions\/564445"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/564435"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=564442"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=564442"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=564442"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}