三少爷的剑
消息称 DeepSeek 今年前 7 个月营收近 4.75 亿元，达去年全年水平 10 倍_我的网站
一 | 8 月 26 日消息，北京时间今天（25 日）下午，据 The Information 援引两名了解 DeepSeek 财务数据的人士消息称，今年前 7 个月，DeepSeek 营收约 4.75 亿元（注：人民币，下同），已经达到 2025 年全年水平的约 10 倍。 Brussels, Oct 13 (UNI) Ukraine's Nato-led allies have announced deliveries of advanced air defence weapons to Kyiv, after a spate of Russian missile strikes, media reported.
The weaponry promised by the UK, Canada, France and the Netherlands includes missiles and radars. The US earlier made a similar pledge. One high-tech system from Germany is already in Ukraine.
The UK will donate air defence missiles, as well as hundreds of aerial drones to support Ukraine's information gathering and logistics capabilities. It will also provide 18 howitzer artillery guns in addition to the 64 already delivered, the BBC reported.
Speaking after the Brussels meeting on Wednesday, US Defence Secretary Lloyd Austin said "we're going to do everything we can to make sure that they [Ukrainians] have what's required to be effective".
French President Emmanuel Macron said Paris would supply air defence systems to Ukraine. In an interview to France 2 television, he did not specify which systems would be sent. But he did say their main function would be to protect the population from drones.
The Netherlands said it would deliver $14.5million worth of air defence missiles.
Dutch Defence Minister Kajsa Ollongren said the Russian attacks "can only be met with unrelenting support for Ukraine and its people".
Canada pledged to provide more than $34 million worth of military aid, including satellite communications and drone cameras.
The pledges come as Ukraine's allies from 50 countries meet at Nato headquarters here in Belgium.
Ukrainian President Volodymyr Zelensky has for months been asking Ukraine's allies to provide air defence systems to create an "air shield" for Ukraine.
In his video address late on Wednesday, the Ukrainian leader said: "The more audacious and cruel Russian terror becomes, the more obvious it is to the world that helping Ukraine to protect the sky is one of the most important humanitarian tasks for Europe of our time."
"I believe that we will cope with this task," he added.
Kyiv hailed the Nato summit as "historic", even as Russian shelling hit its southern city of Mykolaiv on Thursday morning, officials said.
The city's mayor Oleksandr Senkevich said the city was "massively shelled" at around 1 am local time.
"A five-storey residential building was hit, the upper two floors were completely destroyed, the rest - under rubble. Rescuers are working on the site," he said.
It has been a particularly intense week in Ukraine - on Monday and Tuesday, it saw some of its heaviest Russian bombardment in months when more than 100 missiles were launched, hitting energy infrastructure and other non-military targets including a children's playground, the BBC said.
At least 19 people were killed on the first day of the strikes, which included hitting central Kyiv.
Russian President Vladimir Putin said the missile strikes were retaliation for an attack on a key bridge linking Russia and Crimea - Ukraine's southern peninsula annexed by Moscow in 2014.
Russia said Saturday's blast was organised by Ukraine's intelligence agency - a claim rubbished by Kyiv.
Ukraine's military announced earlier on Wednesday that the first of several "state-of-the-art IRIS-T SLM has been delivered from Germany to Ukraine". It said the air defence system would help protect the country "against terror".
Russia has repeatedly warned Ukraine's allies against supplying advanced weaponry to Kyiv, stressing this would make them participants of the war that Putin began on February 24.
The West has accused Moscow of nuclear sabre-rattling, following a string of Russian military defeats on the battlefield, the BBC report added.。
二 | 随着收入迅速增长，DeepSeek 也在全力推进第二轮融资。
三 | 今年 1 月至 7 月，DeepSeek 净亏损约 7.15 亿元，2025 年全年净亏损为 9.35 亿元。两名知情人士表示，DeepSeek 仍在与现有投资者和潜在新投资者洽谈第二轮融资，目标是募集 500 亿元，对应目标估值 5000 亿元。
四 | DeepSeek 目前的收入规模仍远低于 Anthropic 和 OpenAI 等美国 AI 模型开发商，但毛利率已经达到较为健康的水平，关键原因是模型运行成本得到有效控制。
五 | DeepSeek 通过提高 AI 基础设施效率等方式，让 AI 系统能够用更少的芯片完成任务。今年前 7 个月，DeepSeek 整体毛利率为 44.6%，API 业务毛利率更达到 82.9%。
六 | 作为对比，OpenAI 第一季度营收 57 亿美元（现汇率约合 384.01 亿元人民币），毛利率 39%；Anthropic 第二季度营收 115 亿美元（现汇率约合 774.76 亿元人民币），并预计 2026 年毛利率将从 2025 年的 40% 升至 63%。这些此前未被披露的数据也显示，DeepSeek 最近几个月的增长速度明显加快，此前消息称 DeepSeek 的年化营收已经达到 4 亿至 5 亿美元（现汇率约合 26.95 亿至 33.69 亿元人民币）。快速增长的营收可能为 DeepSeek 正在进行的融资谈判增加筹码，也利于未来推进 IPO。今年 6 月，DeepSeek 完成了首轮融资，共募集 500 亿元，第二轮融资几乎随即立马启动。
七 | DeepSeek 已经聘请投资银行，为明年在上海上市做准备。DeepSeek 的支出也在迅速增加。今年前 7 个月，DeepSeek 在 AI 基础设施方面投入约 110 亿元，主要用于租用搭载 AI 芯片的服务器，以及购买芯片和其他计算设备。2025 年全年，DeepSeek 在这方面的支出仅约 12 亿元。
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Published on:20:17:52
