# 阿里腾讯考虑投资DeepSeek，估值或达200亿美元

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-04-22 20:30
- AIHOT 链接：https://aihot.virxact.com/items/cmoa1p47p05tusls2e0f0qajl
- 原文链接：https://x.com/rohanpaul_ai/status/2046929624467423554

## AI 摘要

The Information 称 Alibaba 与 Tencent 正考虑投资 DeepSeek，估值可能达 $20B，较此前 $10B+ 的传闻大幅跃升。尽管 DeepSeek 用户份额一年内从 10% 降至 3.3%，投资者仍相信基础模型可成为核心平台。此估值并非仅基于当前使用量，而是同时押注模型人才、未来 AI 产品准入权，以及在市场格局固化前掌控核心基础设施的战略机会。

## 正文

The Information： Alibaba and Tencent are reportedly considering a DeepSeek investment that could price the Chinese AI startup at $20B， up sharply from talk of $10B+ just weeks earlier.

That jump says investors still think foundation models can become major platforms even after DeepSeek's user share fell from 10% to 3.3% in under a year.

A valuation like this is not a verdict on today's usage alone because buyers are paying for three things at once： model talent， access to future AI products， and a shot at owning core infrastructure before the market settles.

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theinformation. com/articles/tencent-alibaba-talks-invest-deepseek-20-billion-plus-valuation