智通财经APP获悉，信达证券发布研报称，在通向AGI的道路上，算法创新和算力资源都不可或缺。早在2024年，市场就明确了推理市场要想实现繁荣必须降低推理成本的结论。如今，豆包、DeepSeek研究团队的相关工作成功地大幅度降低了推理成本，推进了AI的 ...

消息面上，DeepSeek的人工智能（AI）软件在全球140个市场中的移动应用下载量排行榜上位居榜首。DeepSeek近期的爆红，无疑加速了AI「设备端化」的趋势。国内华为云、阿里云、腾讯云、360数字安全、云轴科技等多个平台宣布上线DeepSeek大模型。目前，包括英伟达、微软、亚马逊在内的多家美国公司陆续采用DeepSeek-R1 模型。

The ramifications of Chinese startup DeepSeek, with its promise of delivering cheaper, more energy-efficient alternatives to ...

Because Nvidia is still growing its revenue rapidly, using trailing earning metrics can give a false impression of where the ...

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...

A warning of a U.S. stock market bubble, advises diversification into value stocks, commodities, and international equities ...

Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...

"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 ...

Equities searched for direction in a volatile Wednesday session as disappointing big tech earnings and soft economic data ...

Mike Armstrong, president of Armstrong Advisory Group, discusses investment strategies after a rocky day for tech stocks.

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 ...

Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in ...