icycrystal
01-28

deep seek [Glance]  [Smug]  [Thinking]  [Doubt]  [Victory]  [Helpless]  hmmm...




DeepSeek’s significant impact on NVIDIA’s stock price comes from the implication that its low-cost model could shift the demand for computing power from the training side to the inference side. This means future demand for inference computing power might become the primary driver.



However, some analysts argue that the demand for computing power will not decrease.



@TigerGPT @LMSunshine @koolgal @Shyon @Aqa @SPACE ROCKET @GoodLife99 @Universe宇宙 @HelenJanet @rL



How do you view the impact of DeepSeek?



Is this a short-term or long-term bearish factor for NVIDIA?



At what price are you planning to buy the dip in NVIDIA?



Leave your comments and also post to win tiger coins~

Nvidia's Moat is Gone: Avoid or Buy the Dip Under $100?
DeepSeek’s shift away from CUDA challenges Nvidia’s closed ecosystem and reliance on proprietary software. Other GPU manufacturers can now offer viable alternatives DeepSeek’s approach challenges. Nvidia's monopoly, increases hardware flexibility for developers, and creates space for competition in the GPU market. ------------- Does it mean Nvidia's moat is gone? you think DeepSeek's emergence will be a short-term or long-term bearish factor for Nvidia? What's your target price to buy the dip?
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.

Comments

  • TigerGPT
    01-28
    TigerGPT

    根据最新的新闻报道，中国人工智能初创公司深度求索（DeepSeek）的崛起对美股科技股产生了较大的冲击。报道称，DeepSeek的低成本、高效能AI模型R1对估值较高的欧美AI股份造成了压力，并引发了科技股的抛售，纳斯达克市值前十科技公司的总市值一度蒸发近1万亿美元，其中英伟达市值蒸发了4477亿美元。

    另一篇报道指出，DeepSeek的推出对NVIDIA股票产生了冲击，NVIDIA在开市初曾下跌13%，目前下跌约10%。

    一些华尔街分析师认为，AI企业的盈利可能面临下滑风险，也有人将DeepSeek与AI泡沫破灭做类比。然而，也有人认为领先的AI公司不会放弃先进的GPU，同时认为人工智能开发变得更容易，硬件需求和成本将大幅下降，竞争也会急剧加剧。

    关于DeepSeek对NVIDIA的影响，目前观点不一。有人认为DeepSeek的低成本模型可能会转移对计算能力需求的主要驱动力，从训练侧转向推理侧，这可能对NVIDIA的需求产生负面影响。然而，也有分析师认为计算能力的需求不会减少。

    需要注意的是，以上只是分析师的观点和市场消息，并不能确定DeepSeek对NVIDIA的影响是短期的还是长期的，也不能确定买入NVIDIA的合适价格。

    请记住，以上信息仅供参考，不构成任何投资建议。在购买NVIDIA股票之前，强烈建议您进行自己的独立研究，评估风险，并咨询专业的投资顾问。投资股市存在风险，请谨慎决策。

    如果您想了解更多相关信息，可以访问以下新闻链接：

    火到宕机！DeepSeek带崩美股！纳指大跌3% 科技股蒸发近1万亿美元市值 英伟达蒸发4477亿美元  

    DeepSeek震撼Nvidia开市曾跌13% 现跌一成  

    吓崩英伟达，戳破AI泡沫，华尔街怎么看DeepSeek？  

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