周一,英伟达盘前股价暴跌,截至发稿跌幅超11%,消息面上,中国大模型DeepSeek的横空出世引发芯片股估值担忧。
有趣的是,DeepSeek大模型“亲自”分析了英伟达股价的波动,给出了5点原因:DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达(GPU需求和投资者信心)造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票,以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。
老虎资讯综合01-27
周一,英伟达盘前股价暴跌,截至发稿跌幅超11%,消息面上,中国大模型DeepSeek的横空出世引发芯片股估值担忧。
有趣的是,DeepSeek大模型“亲自”分析了英伟达股价的波动,给出了5点原因:DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达(GPU需求和投资者信心)造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票,以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。
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