This week is reported that the Deepsek Chatbot app developed by China was downloaded much more often from the Apple App Store from the Open AI, much more than the US-developed chipp, eliminated billions from the global technology market.
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The sudden splash of Deepsek in a large language model place has given China a powerful tool to adopt artificial-K-Yafia in the country and promote economic growth.
While Goldman Sachs promoted China’s GDP by 2030 to 20-basis-points 20-base-base-point-2030 by 2030-it hopes that the country’s economy as an AI-operated from next year Reflects the positive effect of adoption. Automation improves productivity.
Economists at Wall Street Bank said, “Recently the emergence of Deepsek … suggests rapid AI development and adoption in China.”
According to LSEG data, the MSCI China Index is also reflected in a sharp rally in the Chinese shares, with an increase of more than 21% in the MSCI China index.
Morgan Stanley said in a note this week that the rise of startups is starting the revaluation of China’s “investment” after an extended period of limited attention.
“Deepsek indicates that China is on or near the state -of -the -art edge of AI development, which enhances the reputation of China’s economy and technical ecosystem, making them more attractive to global investors,” Teno Managing Director Gabriel Wildau Said.
The launch of a cheap and more skilled AI model company came as an increase in confidence at one time as Chinese leadership faces a long economic sadness, partially outstanding its property market, while America The audience of a fierce trade war is also accompanied by the audience. ,
Deepsek’s R -1 argument model has been appreciated Being able to match, or even better performance, Global AI Prasad amid claims of walking on cheap and less sophisticated chips. Open-source model can also be rebuilt by developers outside the company To boost efficiency on low operating costs,
The startup has shaken China’s AI ecosystem as well as the state-owned institutions as well as big technical players, including contestants, taking advantage of its open-khatti architecture.
Vai Sun, chief analyst at Artificial Intelligence at Counterpoint Research, said, “(in China) the measure and speed (in China) is still surprisingly faster, and it is not slowing down.”
Sealing of Beijing approval
In a well-choreographed meeting earlier this week, Chinese President Xi Jinping warmly congratulated Deepsek founder Liang Wenfeng and provided him with a reputed front-de seat next to the leaders of the country’s largest private enterprises of.
It has been shown that the Beijing is eager to support the company, a Beijing-based think tank, the founder and president of the center of globalization, Huiyao Wang.
Wang said, “Deepsek actually represents that Beijing is eager to see by ‘new-virtuous productive force’, which will push China forward,” Wang said while referring to a strategy created by Xi last year. That technical successes are betting. economy.
The Chinese leadership snatched new development drivers last year and vowed to “a jump ahead” On the basis of innovation in advanced areasSuch as AI and semiconductor, as the US thwarted export control over advanced equipment and its ability to create major technical successes by the most advanced semiconductor.
With the increasing number of local governments, with Beijing signaling support for startups, Hohot in northern China The southern cities Guangzhou and Shenzhen are launching Dipsek-Integrated “Public Servant” to automatically make governance automatedHandling requests for common public services from administrative paper work.
at least three State -owned telecom operators have also adopted State -of -the -art models in recent weeks.
Private businesses have exploited new models To see how it can improve productivity. Autometers, financial services companies, smartphone manufacturers and cloud computing operators including Alibaba, Huawei and Tensent have run to integrate with Deepsek in recent weeks.
“As an opportunity to demonstrate Chinese technical flexibility and innovation in front of Beijing China’s technical champion and in front of the US -led controls,” as an opportunity to demonstrate Chinese technical flexibility and innovation in a few weeks with Dipsek. Using as an opportunity) is, “Reva Gauzon, Director said, Director, Director. In Rhodium Group.
Labor concern
However, economists warned that the speed of AI adoption should be “careful managed” in China, already facing a weak labor market and high unemployment rate.
The “job destruction” effect by AI can increase defense productivity, increase deflation and weaken the economy, Goldman Sachs said.
The young unemployment rate in China remains above 15%, with more than 10 million fresh graduates in the job market every year. In recent years, in the real estate sector, job loss has been reported between civil servants and financial sector.
However, in comparison with the US, the Chinese labor market is low for AI automation risks due to low-intensity, physically intensive jobs, “Goldman Sachs said. Goldman Sachs said. Agriculture, construction and construction make 50% in all jobs. Are only 19% of total employment in China, America
According to bank estimates, AI-managed tasks are more prone to adopting automation, such as finance, insurance and services, forms 14% of jobs, but less than 3% in China.
In 2023 a pew study found that 19% of American activists are in jobs with high risk To AI. That study used the term “exposure” because it is not clear that the effect of AI would be positive or negative.
While the number of workers displaced from the AI application may increase in the near period, these workers will eventually get jobs in other areas where labor has competitive advantage, which helps to grow employment again, Goldman said.
– CNBC’s Dylan Batts, Evelyn Cheng contributed to this report.
