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21 小时
DeepSeek破局AI竞赛 人工智能概念股金山云逆势涨超20%
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。
14 小时
on MSN
DeepSeek Shocked the AI Market Last Week. Here's Why Nvidia's Latest Move Should Crush the ...
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
6 小时
on MSN
Nvidia vs. Alphabet: Which Artificial Intelligence (AI) Stock Should You Buy After the ...
The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.
2 天
on MSN
Here Are the Stock Market Winners and Losers from the DeepSeek AI Upheaval
Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...
2 小时
Mizuho: You ‘Probably’ Shouldn’t Buy the DeepSeek Dip in Nvidia Stock. Here’s Why.
Analysts continue to have a bullish stance on Nvidia, with a consensus “Strong Buy” rating. The stock has a mean price target ...
8 小时
How Will DeepSeek Impact Crypto AI Projects?
Both the stock and crypto markets took a hit after DeepSeek announced a free version of ChatGPT, built at a fraction of the ...
3 小时
Nvidia: From DeepSeek To Trade War, Loading Up At $100 Before Q4 (Upgrade)
Financial writer discusses how the recent stock dip in Nvidia Corporation is a buying opportunity ahead of Q4 earnings. Click ...
2 天
on MSN
What Does Chinese AI Start-Up DeepSeek Mean for Nvidia Stock?
DeepSeek has launched an AI model that was reportedly developed with significantly less computational power than traditional ...
3 小时
on MSN
The DeepSeek Crash: What It Means for AI Investors
The price of Nvidia ( NVDA) stock plunged 17% on January 27, wiping out $590 billion in value. It was the largest drop in ...
1 天
华泰证券:DeepSeek或催化科技股价值重估
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 ...
22 小时
港股异动 | 金山云(03896)最高涨超27% DeepSeek或催化科技股价值重估 ...
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 ...
7 天
DeepSeek's impact on stock market: What investors should know
Mike Armstrong, president of Armstrong Advisory Group, discusses investment strategies after a rocky day for tech stocks.
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