Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NVDA -3.67%). In a sense, DeepSeek ...

它引发了金融恐慌，令从华尔街到硅谷的美国人感到不安，并引起了全世界的关注。因为它，美国科技股市值在一天之内蒸发了1万亿美元。它让人们对人工智能 (AI)热潮的基本假设提出了质疑。这也意味着，美国和中国争夺科技霸权和未来控制权的战斗真正打响。

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。

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。

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...

After DeepSeek's R1 model was released, it ignited a panic among stocks associated with artificial intelligence (AI). The ...

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

The chip maker's shares were falling with the wider market after the U.S. president said he intends to impose levies on ...

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

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

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and ...

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