它引发了金融恐慌，令从华尔街到硅谷的美国人感到不安，并引起了全世界的关注。因为它，美国科技股市值在一天之内蒸发了1万亿美元。它让人们对人工智能 (AI)热潮的基本假设提出了质疑。这也意味着，美国和中国争夺科技霸权和未来控制权的战斗真正打响。

华泰证券发布港股策略研报称，中美科技股估值在过去两年分化显著，AI发展水平或是关键。DeepSeek具有低成本、高性能优势，引发行业对资本开支、应用场景等讨论，或推动投资者重新评估中国科技企业的技术潜力，进而催化中美科技股价值重估。

雪佛龙首席执行官Mike Wirth在一次采访中表示：“DeepSeek实际上强调了全球对人工智能领导地位的竞争是多么激烈和紧迫。“我们将看到这些模型在整个经济中的应用激增。对人工智能的需求，对电力的需求将会增长，并反映出来。” ...

资本市场对此反应强烈，招商证券研报指出该模型性能已超越主流开源模型，华泰证券则认为其"低成本+高性能"特性可能引发全球科技股价值重估。数据显示，中美科技股估值差已扩大至历史极值，AI技术突破有望成为估值修复催化剂。

The emergence of a small Chinese artificial intelligence (AI) company called DeepSeek initially put a giant hole in the U.S.

Both the stock and crypto markets took a hit after DeepSeek announced a free version of ChatGPT, built at a fraction of the ...

This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new ...

Key Takeaways Nvidia shares fell Monday after the Trump administration said over the weekend it would impose tariffs, adding ...

DeepSeek could spark a shift from hardware to software, similar to what happened to traditional computing beginning in the ...

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Entrepreneur Marc Andreessen, known for co-writing Mosaic, one of the world’s first web browsers, wrote Sunday on X that ...

DeepSeek released an open-source artificial intelligence model in December, saying it took only two months and less than $6 ...