原文标题：Chinese state-linked accounts hyped DeepSeek AI launch
ahead of US stock rout, Graphika says
原文连结：https://reurl.cc/O5gLXA
发布时间：2025-1-31
记者署名：Katie Paul and Stephen Nellis
原文内容：
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 报告指出，中国政府关联的社交媒体帐号（如外交官、大使馆、国家媒体）大
力推广 DeepSeek AI 模型发布，塑造“DeepSeek 挑战美国 AI 霸主地位”的叙事。
这些内容出现在 X（前 Twitter）、Facebook、Instagram、今日头条、微博 等平台上。
Graphika 首席情报官 Jack Stubbs 指出，中国迅速动员多个管道，利用 AI 扩大信息影
响力，宣传其在 AI 竞争中的领先地位。
此外，Graphika 发现 亲中、反西方 内容出现在 与“Shadow Play”行动类似的
YouTube 频道 上，该行动涉及至少 30 个 YouTube 频道。
1 月 20 日 DeepSeek 发布模型后，X 上相关讨论量逐步上升，上周五后急剧飙升。周一
，DeepSeek 在苹果 App Store 下载量超越 ChatGPT，同时美国科技股大跌，辉达市值蒸
发 5930 亿美元，创华尔街单日最大损失纪录。
DeepSeek 研究人员声称，其 AI 开发成本远低于美国竞争对手，引发市场对中美 AI 产
业价格战的忧虑。
微软（Microsoft） 近期因 云端业务成长放缓，股价受影响，而该公司仍承诺继续加码
AI 投资。
中国将 DeepSeek 的崛起视为突破美国技术封锁的象征，但美国方面则质疑其是否不当取
得 OpenAI 技术，虽然指控尚无证据支持。
美国商务部正调查 DeepSeek 是否违规使用美国禁运至中国的芯片。
心得/评论：
一边中国狂吹AI超车美国
一边美股直接崩给你看 辉达当晚蒸发6000亿美
现在不只是技术 连舆论战也血流成河
这只是刚开始 (X