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seekingalpha

02/02/2025, 06:42 AM UTC

2025年2月月度市场展望：中国发布DeepSeek，引发对技术限制有效性的质疑February 2025 Monthly

1、中国发布DeepSeek，挑战其他高级语言模型AI，并对技术限制的有效性提出质疑；2、美国精英的怀疑态度和对国际金融中不愿取代英国的态度表明，'门户开放'政策尚未准备好进入主流；3、俄罗斯卢布15%的升值是扭曲的，但根据世界银行的数据，其在BWCI中的GDP权重仅为2.4%。

1. China unveiled DeepSeek, challenging other advanced language model AIs and questioning the effectiveness of technology curbs; 2. U.S. elites' skepticism and reluctance to replace the UK in international finance indicate the 'Open Door' policy is not ready for prime time; 3. The Russian ruble's 15% appreciation is a distortion, but its GDP weight in BWCI is only 2.4% according to the World Bank.

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