Beijing embraces DeepSeek to lead AI adoption as it looks for new growth drivers

This week’s news was downloaded that the Deepseek chatbot app, which was developed by China, from the Apple App Store is much more times more than Chatgpt from the United States from Open AI, from the global technology market.
Lyon Neil Getty Images News | Gety pictures
Deepseek’s sudden in the large language of China has given a powerful tool to stimulate the country’s artificial researcher’s dependence and enhance economic growth.
While Goldman Sachs connects 20-Basis to 30-Basis Boist on Chinese GDP in the long term-by 2030-the country’s economy is expected to start reflecting the positive impact of the adoption of artificial intelligence from next year itself as its move. Automation improves productivity.
The economists on the Wall Street bank said: “The last Dibsic appearance … indicates the development and accreditation of Amnesty International in China faster than we previously expected,” said economists on the Wall Street bank.
The enthusiasm around Deepseek is also reflected in the acute assembly in China’s stocks, with the MSCI China index increased by more than 21 % of January decline, according to LSEG data.
Morgan Stanley said in this week’s note that the start -up starting to reassess the “investment” in China after a long period of limited attention.
“Dibsic explains that China is in or near the vanguard of developing artificial intelligence, which enhances the position of the Chinese economy and the ecosystem of technology, making it more attractive to global investors,” said Gabriel Wildaw, Managing Director of Tenio.
The company’s launch of the artificial intelligence model was cheaper and more efficient as a batch of confidence in a timely manner as the Chinese leadership faces long economic depression, partially owes stagnation in the real estate market, while the ghost of a fierce trade war with looming on the horizon in the United States is great.
The thinking model was praised The ability to match, or even superiority, International artificial intelligence offers are presented amid demands for running cheaper and less developed chips. An open source model can also be reused by developers outside the company To greatly enhance efficiency in low operating costs.
The startup has rocked the ecosystem in China, with state -owned entities as well as adult technology players, including competitors, to benefit from open architecture.
“A scale and speed [AI] Adoption [in China] Wei Sun, the main analyst of artificial intelligence in opposite research, said he is not surprisingly slowing, and does not slow down.
Beijing’s approval seal
At a well -designed meeting earlier this week, Chinese President Xi Jinping received the Deepseek, the heat of Liang Wenfeng and gave him a desirable seat in the front row next to the leaders of the largest private institutions in the country.
This showed that Beijing was keen to support the company.
“Deepseek is exactly what Beijing is keen on” the new production power “that will push China forward,” referring to a strategy that Xi made last year, which is betting on technological breakthroughs to support growth and productivity gains through an economy.
Last year, the Chinese leadership pledged a “jump forward” by motivating new growth drivers Based on innovation in the advanced sectorsLike artificial intelligence and semi -conductors, as the United States controls exporting advanced equipment and semi -conducts most advanced its ability to achieve major technical breakthroughs.
With Beijing signals to start operating, an increasing number of local governments, from Hohout in northern China To the southern city of Guangzhou Government employees who work to automate governanceDealing with the applications of paper administrative work for public public services.
At least three The state -owned communications operators also adopted The advanced model in recent weeks.
Companies have carried out the new model To find out how productivity can improve. Car industry companies, financial services companies, smartphone makers and cloud computing operators, including alibaba, Huawei, and Terent, rushed in the last weeks to integrate with Deepseek.
“With Deepseek becomes a world family name within weeks, Beijing [using it as an opportunity] “The technology heroes in China and to show flexibility and innovation in Chinese technology in the face of US -led controls,” said Riva Jojun, director of the Rhodium Group.
Work concerns
However, economists have warned that the pace of adoption of artificial intelligence should be “carefully managed” in China, which is already facing a weak and high -unemployed labor market.
Goldman Sachs said the effects of “destroying jobs” by artificial intelligence, with increased productivity of work, could exacerbate the contraction and weaken the economy more.
The youth unemployment rate in China has remained above 15 %, with more than 10 million new graduates accumulating in the labor market every year. Job losses have been reported in recent years in the real estate sector, between civil service employees and the financial sector.
Compared to the United States, the Chinese labor market is less likely to risk of automating artificial intelligence due to a high share of less intense jobs “China, compared to only 19 % of total employment in the United States
The sectors are most vulnerable to adopting automation of AI’s tasks, such as financing, insurance and services, 14 % of jobs in the United States, but less than 3 % in China, according to the bank’s estimates.
I found a PEW study in 2023 19 % of American workers in high exposure jobs To artificial intelligence. This study used the term “exposure” because it is unclear whether the effect of artificial intelligence would be positive or negative.
Goldman said that although the application of artificial intelligence may cause a high number of displaced workers in the short term, these workers will eventually find jobs in other sectors where the Labor Party has a competitive advantage, which helps to grow again.
– Dylan Potts of CNBC, Evelyn Cheng contributed to this report.
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2025-02-21 08:08:00