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。

On the flip side, if DeepSeek ends up delivering a less costly way forward, “I think it’s going to be a lot easier for typical companies to more easily use AI in their business,” he said. Under that ...

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 ...

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。

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 ...

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

The rest of the stock market could finally catch up to the Magnificent Seven this year—and it has nothing to do with DeepSeek ...

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