DeepSeek Continues GitHub Updates, Wall Street Recalls the Fear of Being Dominated: 'DeepSeek Second Moment' is Coming?

While developers are still shaking off the post-holiday haze, DeepSeek's engineers have already hit the "accelerate" button.

Over the past dozen hours, DeepSeek's official GitHub repository (specifically awesome-deepseek-integration) has undergone a flurry of code merges. Maintainer Huang Panpan (one of the authors of the DeepSeekMoE paper) merged a massive number of requests, ranging from PR#121 to PR#536.

This is more than just a simple "post-holiday cleanup"—it has directly struck a nerve that Wall Street has already found extremely sensitive.

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🔴 Wall Street's PTSD: Nasdaq on High Alert

CNBC issued an urgent warning last night: The Nasdaq could face a "DeepSeek Second Moment."

For US tech stocks, the "DeepSeek Moment" is a term filled with shadows. During the release of DeepSeek V3 and R1, NVIDIA's stock price once plummeted by nearly 17%, with its market value evaporating by $600 million in an instant. Now, seeing DeepSeek update its repository even slightly, the stock market is already on high alert.

Why is the capital market so afraid? Because DeepSeek has proven that compute hegemony is not unshakeable; extreme algorithmic optimization can violently dismantle the compute walls.

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🔍 What Was Updated? The Invisible Explosion of the Ecosystem

Although this update does not yet involve the core weights of DeepSeek V4, the list of merged projects reveals a terrifying signal—the speed of DeepSeek's ecosystem adoption has spiraled out of control.

New integration projects include:

• Frontend/Client: Popular apps like LobeChat and BibiGPT.
• DevOps/Productivity: SkyPilot and the DeepSeek Alfred Workflow.
• Enterprise Solutions: WeChat RPA intelligent customer service and Bytedesk industry solutions.

This means that even before DeepSeek V4 has officially appeared, it has already penetrated every corner of the developer toolchain via its API. The moat of an ecosystem is often harder to cross than model parameters.

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🔵 Waiting for V4: The Lethality in Calmness

During the recent Spring Festival period, the Chinese AI scene was a battle of giants:

• Zhipu AI released GLM-5.
• MiniMax launched version 2.5.
• ByteDance updated Doubao Large Model 2.0.
• Alibaba introduced Qwen 3.5-Plus.

While competitors were frantically pushing parameters and launch events, DeepSeek simply sat back and quietly fixed API formats and merged a few PRs. This "let the storm rage on, I remain as calm as the mountain" attitude has instead made the global AI community feel a strange sense of unease.

When will DeepSeek V4 arrive? True to High-Flyer's style, they never pre-heat; they only drop "nuclear bombs" directly.

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⚡️ Summary: The Silence Before the Dawn

The GitHub update streak sends a clear signal: DeepSeek's post-holiday season has officially begun. The "Second Moment" predicted by Wall Street may not happen today, but the sword of V4 is already hanging in the air.

For developers and business owners, the best strategy now is not to wait and see, but to integrate existing workflows into the DeepSeek ecosystem as soon as possible.

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🚀 Lock in the First-hand Dynamics of DeepSeek V4

Wall Street is trembling; we are preparing. DeepSeekV4.app has opened the DeepSeek V4 Priority Access Channel.

Want to get internal beta access to V4, private deployment plans, and hardcore reviews from first-line developers?

👉 Click the sidebar on the right to subscribe and lock in your DeepSeek V4 priority! (Limited spots, priority for tech geeks)

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Source: DeepSeekV4.app