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。

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 ...

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 ...

The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.

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

Nvidia stock was dropping Monday. The threat of sweeping tariffs on U.S. imports has raised the prospect of similar levies ...

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

Some AI researchers hailed DeepSeek’s R1 as a breakthrough on the same level as DeepMind’s AlphaZero, a 2017 model that ...

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 ...

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek upended stock markets Monday, fueling ...