This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.
Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...
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。
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”。
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 ...
"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 ...
The startup DeepSeek was founded in 2023 in Hangzhou, China and released its first AI large language model later that year.
Move over ChatGPT, there's a new contender to the throne. Chinese startup DeepSeek AI blasted its way to the top of Apple's ...