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2 小时
港股概念追踪|DeepSeek加速两个AI产业新趋势 或催化中国科技股价值 ...
华泰证券发布港股策略研报称,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。
5 小时
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。
1 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 ...
13 小时
After DeepSeek, Tech Stocks Still Win. Here’s How AI Is Getting Reset.
DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...
6 天
Chip Stocks Tumble After China’s DeepSeek AI Models Raise Doubts Over U.S. Tech Dominance
Global chip stocks slumped Monday on DeepSeek revealing it had developed AI models that nearly matched American rivals ...
6 天
DeepSeek sparks AI stock selloff; Nvidia posts record market-cap loss
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
1 天
on MSN
What Does Chinese AI Start-Up DeepSeek Mean for Nvidia Stock?
DeepSeek, a Chinese artificial intelligence (AI) start-up, is sending shock waves through the U.S. tech sector by ...
5 天
on MSN
What is DeepSeek, the Chinese AI startup shaking up tech stocks and spooking investors?
Entrepreneur Marc Andreessen, known for co-writing Mosaic, one of the world’s first web browsers, wrote Sunday on X that ...
5 天
on MSN
What is DeepSeek, the Chinese AI company upending the stock market?
A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and ...
6 天
on MSN
Why Apple Stock Dodged the DeepSeek AI Rout
Shares of Apple charged higher on Monday, bucking the trend as its large-cap tech peers tumbled on concerns about ...
6 天
What Is DeepSeek? What to Know About the Chinese AI Startup That Spurred a Stock Selloff
Here’s what you need to know about DeepSeek, the Chinese AI startup that rattled markets as its app dethroned OpenAI's as the ...
6 天
on MSN
Chinese AI DeepSeek challenges ChatGPT and causes tech stocks to fall, including Tesla
Tech stocks falling after small Chinese lab, DeepSeek, develops new AI model that challenges ChatGPT and Tesla; what to know.
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