投资者对DeepSeek的追捧从2月5日竞价阶段就开始了，相关概念股竞价期间几乎全线涨停。
蛇年首个交易日，AI与机器人行情“共舞”，引发市场热烈讨论这两大产业会否就是2025年的主线行情。
盘面上，沪指缩量下跌，红利与消费白马股表现低迷，而DeepSeek概念全面发酵并领涨两市，算力、AI芯片、存储芯片、智能体等分支板块集体上扬，机器人板块依然活跃，部分个股迭创阶段新高。
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