美股英伟达盘前跌超11%，中国AI大模型DeepSeek“出圈”

Like
Comment
Favorite

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...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2506903320?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-01-27 18:50","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2506903320","market":"sh","top_or_hot":-1,"title":"美股英伟达盘前跌超11%，中国AI大模型DeepSeek“出圈”","media":"第一财经","content":"<div>\n<p>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...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-01-27/doc-inehmkut9161300.shtml\">Source Link</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股英伟达盘前跌超11%，中国AI大模型DeepSeek“出圈”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股英伟达盘前跌超11%，中国AI大模型DeepSeek“出圈”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 18:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2025-01-27/doc-inehmkut9161300.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2025-01-27/doc-inehmkut9161300.shtml\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2025-01-27/doc-inehmkut9161300.shtml","article_id":"2506903320","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-01-27/doc-inehmkut9161300.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2506903320","pubTimestamp":1737975000,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"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%。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。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。据悉，DeepSeek是国内大模型公司深度求索开发，深度求索的母公司是一家名为量化幻方的量化金融公司，在2024年12月推出的DeepSeek-V3，并于近期公布了DeepSeek-R1。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"U.S. stock Nvidia fell more than 11% before the market, and China's large AI model DeepSeek was \"out of the circle\"","themeId":"0ed03f916b8efe9755224b7d15570376","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1},"content_text":"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。据了解，DeepSeek-V3完整训练只需2.788M H800 GPU小时，其训练成本仅为557万美元，却获得了媲美OpenAI的最先进模型GPT-4o的性能。据悉，DeepSeek是国内大模型公司深度求索开发，深度求索的母公司是一家名为量化幻方的量化金融公司，在2024年12月推出的DeepSeek-V3，并于近期公布了DeepSeek-R1。(本文来自第一财经)\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}