资本市场对此反应强烈,招商证券研报指出该模型性能已超越主流开源模型,华泰证券则认为其"低成本+高性能"特性可能引发全球科技股价值重估。数据显示,中美科技股估值差已扩大至历史极值,AI技术突破有望成为估值修复催化剂。
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.
Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...
Analysts continue to have a bullish stance on Nvidia, with a consensus “Strong Buy” rating. The stock has a mean price target ...
Both the stock and crypto markets took a hit after DeepSeek announced a free version of ChatGPT, built at a fraction of the ...
Financial writer discusses how the recent stock dip in Nvidia Corporation is a buying opportunity ahead of Q4 earnings. Click ...
DeepSeek has launched an AI model that was reportedly developed with significantly less computational power than traditional ...
The price of Nvidia ( NVDA) stock plunged 17% on January 27, wiping out $590 billion in value. It was the largest drop in ...
中美科技股估值在过去两年分化显著,AI发展水平或是关键。DeepSeek具有低成本、高性能优势,引发行业对资本开支、应用场景等讨论,或推动投资者重新评估中国科技企业的技术潜力,进而催化中美科技股价值重估。2025年春节期间,出行、消费和跨境游数据回暖 ...
消息面上,DeepSeek此前发布的DeepSeek-R1开源模型表现卓越,引发市场震动。值得一提的是,此前有报道称,雷军千万年薪挖走DeepSeek关键开发者罗福莉,罗福莉将会直接成为小米大模型团队的领导人之一,小米希望其可以借助开发DeepSee ...
Mike Armstrong, president of Armstrong Advisory Group, discusses investment strategies after a rocky day for tech stocks.