事实上，如中科院计算机所减持中科曙光这样的重要股东大举套现，并不少见。特别是去年 9 月份以来 A 股迎来一波强势行情，上证指数一路从 2700 点一路冲高至 3600 点关口，不少公司股价大幅上涨，股东减持的浪潮也随之而来。

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。

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。

消息面上，DeepSeek此前发布的DeepSeek-R1开源模型表现卓越，引发市场震动。值得一提的是，此前有报道称，雷军千万年薪挖走DeepSeek关键开发者罗福莉，罗福莉将会直接成为小米大模型团队的领导人之一，小米希望其可以借助开发DeepSee ...

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

Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NASDAQ: NVDA). In a sense, DeepSeek ...

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

The S&P 500 SPX and Nasdaq Composite COMP closed Friday with weekly losses, dragged down by battered tech stocks after fears ...

Chinese artificial intelligence startup DeepSeek rattled the U.S. technology sector after the company recently unveiled an AI ...

DeepSeek Launch, Intel’s Price Cuts The unveiling of China’s new resource-light AI model, DeepSeek, roiled the U.S. big ...

While the demand is there, it's clear that's not the sole reason why Nvidia's RTX 50 series is impossible to find in stores.