DeepSeek有望带来积极的供给冲击 最终利好美股和美债

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DeepSeek有望带来积极的供给冲击最终利好美股和美债

环球市场播报01-28

最终，横空出世的DeepSeek有望利好美股和美债。　　如果DeepSeek的模型经证实能够显著降低人工智能的成本，那么对于微软、Meta和Alphabet等公司来说，这将极大地节省成本。这就好比以Temu产品的价格生产路易威登手袋。　　如果说此前投资者担心资本支出限制了上述公司的盈利能力，如今这片笼罩科技股的阴云应会散去。随之而来的资本支出下降可能会对经济产生边际影响。此外，更便宜的AI模型...

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DeepSeek有望带来积极的供给冲击 最终利好美股和美债

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DeepSeek有望带来积极的供给冲击最终利好美股和美债