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2 小时
Palantir(PLTR.US)商业销售额狂增64%! DeepSeek神助攻之下,软件巨头们迎来 ...
智通财经APP获悉,聚焦于“AI+数据分析”的美国数据软件巨头Palantir Technologies Inc (PLTR.US)的股价在美股盘后交易中暴涨超24%,一举创下历史新高价位,核心逻辑在于该软件巨头公布的最新业绩数据,以及全年销售额预测超出华尔街分析师普遍预期,这得益于首席执行亚历克斯·卡普 (Alex Karp)所称的人工智能软件需求的“狂野式的内生性增长趋势”。
1 小时
Nvidia Calls China's DeepSeek an "Excellent AI Advancement": Should Investors Press the Buy ...
If DeepSeek does make AI software more widespread, that could drive more uses and boost demand for Nvidia's chips. Following ...
16 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 ...
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 ...
1 天
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。
6 天
on MSN
Why DeepSeek is excellent news for the U.S. stock market
In fact, this is a shortsighted view that misses the significant benefits that DeepSeek represents for the U.S. economy and ...
The Associated Press on MSN
6 天
What is DeepSeek, the Chinese AI company upending the stock market?
A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and ...
5 天
on MSN
Why Goldman Sachs says the DeepSeek plunge doesn't point to the start of a big stock market ...
"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 ...
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 ...
6 天
DeepSeek stuns the stock market, running AI programs at a fraction of the cost of US ...
General Hospital star Laura Wright is known for being a powerhouse, but only a year ago, the Daytime Emmy-winner and soap ...
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.
7 天
on MSN
Intel's former CEO says the market is getting DeepSeek wrong after AI-chip-stock rout
Retired Intel CEO Pat Gelsinger said "the markets are getting it wrong" Monday after investors triggered a sell-off in ...
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