[新聞] Graphika稱中方帳號炒作DeepSeek後美股爆跌
看板Stock (股票)作者DrowningPool (My broken dreams)時間4月前 (2025/01/31 11:31)推噓97(110推 13噓 111→)留言234則, 123人參與討論串1/1
原文標題：Chinese state-linked accounts hyped DeepSeek AI launch
ahead of US stock rout, Graphika says
原文連結：https://reurl.cc/O5gLXA
發布時間：2025-1-31
記者署名：Katie Paul and Stephen Nellis
原文內容：
Chinese state-linked social media accounts amplified narratives celebrating
the launch of Chinese startup DeepSeek's AI models last week, days before the
news tanked U.S. tech stocks, according to online analysis firm Graphika.
The accounts involved in the effort, including those of Chinese diplomats,
embassies and state media, amplified media coverage of the launch and
promoted the idea that DeepSeek challenged U.S. dominance in the AI sector,
New York-based Graphika said in a report it provided to Reuters on Thursday.
The messaging was rolled out on platforms such as Elon Musk's X and Meta
Platforms' Facebook and Instagram, as well as Chinese services Toutiao and
Weibo, Graphika said.
"This activity shows how China is able to quickly mobilize a range of actors
that seed and amplify online narratives casting Beijing as surpassing the
U.S. in critical areas of geopolitical competition, including the race to
develop and deploy the most advanced AI technologies," Graphika Chief
Intelligence Officer Jack Stubbs told Reuters.
"We've consistently seen overt and covert Chinese state-linked actors among
the first movers in leveraging AI to scale their operations in the
information environment."
Graphika said it also found a video featuring pro-China, anti-Western content
on a YouTube channel whose activity resembled that of Shadow Play, a
coordinated influence campaign involving at least 30 YouTube channels that
was first identified by the Australian Strategic Policy Institute in 2023.
YouTube owner Alphabet, Meta, X and the Chinese embassy in Washington, D.C.
did not immediately respond to requests for comment on the report.
Graphika said it found a small spike in discussion about DeepSeek's
advancements in relation to OpenAI's ChatGPT on X immediately after DeepSeek
released its models on Jan. 20, followed by a much larger uptick that started
on Friday and continued to build over the weekend.
By Monday, DeepSeek's free AI assistant had overtaken U.S. rival ChatGPT in
downloads from Apple's app store and global investors dumped U.S. tech
stocks, wiping $593 billion off chipmaker Nvidia's market value in a record
one-day loss for any company on Wall Street.
Nvidia declined to comment on the Graphika report.
DeepSeek's researchers claim to have developed aspects of their AI model at a
far lower cost than U.S. rivals, sparking worries that U.S. companies that
have plowed tens of billions of dollars into AI data centers could face a
price war with China.
Shares of Microsoft, a major investor in OpenAI that operates data centers on
behalf of the ChatGPT creator, slid earlier this week when it disclosed
slower cloud revenue growth than Wall Street expected while it continued to
plow billions into capital expenditures.
Microsoft and Meta have vowed to continue deep investments in AI for the
foreseeable future.
DeepSeek's rise to prominence was celebrated in China as a sign that the
nation was beating back Washington's attempts to contain China's tech
industry with curbs on technology exports.
In the U.S., DeepSeek's accomplishments sparked accusations that it had
improperly accessed technology from OpenAI and other leaders, though the
allegations remain unproved.
The U.S. Commerce Department is looking into whether DeepSeek has been using
U.S. chips that are not allowed to be shipped to China, a person familiar
with the matter said.
Graphika 報告指出，中國政府關聯的社交媒體帳號（如外交官、大使館、國家媒體）大
力推廣 DeepSeek AI 模型發佈，塑造「DeepSeek 挑戰美國 AI 霸主地位」的敘事。
這些內容出現在 X（前 Twitter）、Facebook、Instagram、今日頭條、微博 等平台上。
Graphika 首席情報官 Jack Stubbs 指出，中國迅速動員多個管道，利用 AI 擴大信息影
響力，宣傳其在 AI 競爭中的領先地位。
此外，Graphika 發現 親中、反西方 內容出現在 與「Shadow Play」行動類似的
YouTube 頻道 上，該行動涉及至少 30 個 YouTube 頻道。
1 月 20 日 DeepSeek 發布模型後，X 上相關討論量逐步上升，上週五後急劇飆升。週一
，DeepSeek 在蘋果 App Store 下載量超越 ChatGPT，同時美國科技股大跌，輝達市值蒸
發 5930 億美元，創華爾街單日最大損失紀錄。
DeepSeek 研究人員聲稱，其 AI 開發成本遠低於美國競爭對手，引發市場對中美 AI 產
業價格戰的憂慮。
微軟（Microsoft） 近期因 雲端業務成長放緩，股價受影響，而該公司仍承諾繼續加碼
AI 投資。
中國將 DeepSeek 的崛起視為突破美國技術封鎖的象徵，但美國方面則質疑其是否不當取
得 OpenAI 技術，雖然指控尚無證據支持。
美國商務部正調查 DeepSeek 是否違規使用美國禁運至中國的晶片。
心得/評論：
一邊中國狂吹AI超車美國
一邊美股直接崩給你看 輝達當晚蒸發6000億美
現在不只是技術 連輿論戰也血流成河
這只是剛開始 (X
--
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