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20 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 ...
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 ...
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。
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 ...
5 天
DeepSeek Isn’t the Only Reason Big Tech Might Lose Its Edge on the Rest of the Stock Market
The rest of the stock market could finally catch up to the Magnificent Seven this year—and it has nothing to do with DeepSeek ...
1 天
港股异动 | 金山云(03896)最高涨超27% DeepSeek或催化科技股价值重估 ...
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 ...
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 ...
6 天
Jon Stewart weighs in on DeepSeek AI hammering the U.S. stock market
Move over ChatGPT, there's a new contender to the throne. Chinese startup DeepSeek AI blasted its way to the top of Apple's ...
7 天
on MSN
DeepSeek, a Chinese AI chatbot, is upending the stock market. Here’s why
The startup DeepSeek was founded in 2023 in Hangzhou, China and released its first AI large language model later that year.
7 天
What is DeepSeek, the Chinese AI company upending the stock market? AP Explains
A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek upended stock markets Monday, fueling ...
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