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。

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 ...

2025年2月2日，新浪财经对话 天风证券 ，针对2025港股投资攻略，她认为，　中国目前的这个 AI ...

DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...

Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...

Global chip stocks slumped Monday on DeepSeek revealing it had developed AI models that nearly matched American rivals ...

DeepSeek, a Chinese artificial intelligence (AI) start-up, is sending shock waves through the U.S. tech sector by ...

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Nvidia experienced an unprecedented market shock as reports about the new Chinese AI model DeepSeek sent shockwaves through the technology sector. The chip giant suffered a staggering one-day loss of ...

Entrepreneur Marc Andreessen, known for co-writing Mosaic, one of the world’s first web browsers, wrote Sunday on X that ...

Here’s what you need to know about DeepSeek, the Chinese AI startup that rattled markets as its app dethroned OpenAI's as the ...

Shares of Apple charged higher on Monday, bucking the trend as its large-cap tech peers tumbled on concerns about ...