智通财经APP获悉,国泰君安发布研报称,DeepSeek实现模型大幅降本,价值有望从模型层转移至应用层。DeepSeek成为全球DAU增速最快的AI应用,20天达成DAU 2000万,带来巨大的推理算力需求。推荐算力方面受益的英伟达 (NVDA.US ...
Chinese artificial intelligence (AI) start-up DeepSeek sent shares of major technology companies into a tailspin after it ...
Artificial intelligence (AI) investing experienced a shakeup when DeepSeek announced that its R1 model was trained for just ...
This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...
DeepSeek's claims may be overstated, and Nvidia's long-term growth prospects remain strong. Read why I remain bullish on NVDA ...
"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 ...
NVIDIA (NASDAQ:NVDA) has established itself as a trailblazer in the chip industry and, subsequently, in artificial intelligence (AI). Its ...
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。
Mike Armstrong, president of Armstrong Advisory Group, discusses investment strategies after a rocky day for tech stocks.
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 ...
General Hospital star Laura Wright is known for being a powerhouse, but only a year ago, the Daytime Emmy-winner and soap ...
DeepSeek has launched an AI model that was reportedly developed with significantly less computational power than traditional ...