每经记者 蔡鼎 每经编辑 高涵 1月27日(周一),DeepSeek引发芯片股估值担忧。截至发稿,纳斯达克100指数期货一度跌5%,英伟达盘前一度跌超13%。投行韦德布什资深股票分析师、美股科技股“大多头”Daniel Ives在最新的研报中称,DeepSeek使用英伟达性能较弱的芯片构建了足以媲美OpenAI的ChatGPT和Meta的Llama 3.1的大模型,...
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每经记者 蔡鼎 每经编辑 高涵 1月27日(周一),DeepSeek引发芯片股估值担忧。截至发稿,纳斯达克100指数期货一度跌5%,英伟达盘前一度跌超13%。投行韦德布什资深股票分析师、美股科技股“大多头”Daniel Ives在最新的研报中称,DeepSeek使用英伟达性能较弱的芯片构建了足以媲美OpenAI的ChatGPT和Meta的Llama 3.1的大模型,...
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