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算力吃緊!DeepSeek已暫停API服務充值
格隆匯 02-06 21:27

DeepSeek以大幅降低AI成本引爆全球,蛇年之初的兩個交易日更是由其概念股主導。

最新,因服務器資源緊張,DeepSeek宣佈暫停API服務充值。

服務器資源緊張

今日,媒體訪問DeepSeek開放平台,發現DeepSeek已暫停API服務充值,按鈕顯示灰色不可用狀態。

對此,官方聲明稱:“當前服務器資源緊張,為避免對您造成業務影響,我們已暫停API服務充值。存量充值金額可繼續調用,敬請諒解!

目前,DeepSeek的部分API服務還處於優惠時間段內。

官方價目表顯示,deepseek-chat 模型優惠期將至北京時間2025年2月8日24:00,目前的價格為每百萬輸入  tokens為1元,每百萬輸出 tokens為2元。優惠結束後,將按每百萬輸入 tokens 2 元,每百萬輸出 tokens 8 元計費。 

而deepseek-reasoner 模型上線即按每百萬輸入 tokens 4 元,每百萬輸出 tokens 16 元計費。

此前,作者在使用DeepSeek對話時,也曾出現過加載不出來的情況。

DeepSeek重磅聲明

隨着DeepSeek的爆火,相關消息層出不窮,在港、A股掀起了一波資本熱潮,引發多家公司緊急發公吿澄清,社交媒體上還出現了多個自稱梁文鋒的賬號。

對此,今日,DeepSeek發佈説明,稱近期我們注意到,部分與DeepSeek有關的仿冒賬號和不實信息對公眾造成了誤導和困擾。

DeepSeek強調,一切信息以官方賬號發佈為準,任何非官方賬號、個人賬號發佈的信息均不代表DeepSeek觀點,請大家注意甄別。

目前,除DeepSeek官方用户交流微信羣外,從未在國內其他平台設立任何羣組,一切聲稱與DeepSeek官方羣組有關的收費行為均系假冒,請大家仔細辨別,避免財產損失。

在文章評論區,DeepSeek官方還辟謠,公司從未發行任何虛擬貨幣。

算力需求依然強勁

DeepSeek的爆火引發了對算力需求的擔憂,導致英偉達及其產業鏈的股價均出現調整。

不過,但業內普遍認為這樣的衝擊是短期的,長期來看,成本降低後,AI的應用將迎來大爆發,對算力的需求也將隨之增長。

此次DeepSeek因服務器資源緊張而暫停API充值,就是一個算力需求依然強勁的驗證。

對此,國信證券認為,模型數量、模型參數、數據總量的持續增長及AI應用需求推動全球算力爆發式增長。

據推算,與之相應的算力基礎設施持續建設和升級,促使國內外雲服務商資本開支持續高速增長,帶來AI服務器市場規模大幅提升,預計到26年全球AI服務器出貨量將達到237萬台,對應2023-2026年CAGR為26%。

投資上,國信證券建議關注ASIC及服務器產業鏈:中芯國際、翱捷科技、德明利、工業富聯、滬電股份、聯想集團、國芯科技、瀾起科技、芯原股份、龍芯中科、東山精密、景旺電子。

方正證券認為,算力層面短期存在深度和廣度的博弈,長期投資尚起步。不過,英偉達的絕對壟斷地位預期在短期受到動搖,算力敍事或進一步向雲廠ASIC(海外)/國產算力廠商(國內)演繹。

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