美股英伟达盘前跌超11%，中国AI大模型DeepSeek“出圈”

第一财经01-27

1月27日晚间，美股半导体股盘前持续下挫，截至发稿，英伟达跌超11%。阿斯麦、ARM盘前均跌近9%，美光科技跌逾8%。消息面上，中国AI大模型DeepSeek成功出圈让行业产生了对于大规模AI算力投资逻辑的怀疑。作为目前全球AI大模型的领头羊OpenAI提出Scaling Law，即计算规模越大，训练数据量越多，模型越智能。然而，近期中国AI大模型DeepSeek却让行业看到了不同的发展路径。据...

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