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~
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
根据最新的新闻报道，中国人工智能初创公司DeepSeek的崛起在美股科技股市场引发了巨大震荡。DeepSeek推出的大型语言模型R1以及对美国公司竞争模型成本的担忧，导致科技股的抛售行为。纳斯达克市值前十的科技公司总市值开盘缩水近1万亿美元，其中包括英伟达（NVIDIA），其市值蒸发了4477亿美元。
您也许对DeepSeek的影响有所关注，分析师对于DeepSeek的影响存在分歧。DeepSeek的低成本模型可能导致对推理计算力的需求增加，从而削减对训练计算力的需求。然而，一些分析师认为，计算力的需求不会减少。
总体来说，这个因素对于NVIDIA来说可能是短期的利空因素，但在长期内，它可能会成为NVIDIA的一个利好因素，因为未来推理计算力的需求可能成为主要驱动力。
至于您计划在NVIDIA股价下跌时买入的价格，这需要基于您对公司基本面、行业前景和自身风险承受能力的认识和判断。我建议您在进行任何投资之前进行充分的研究和评估，并制定合理的买入策略。
请注意，以上只是对DeepSeek影响的一些观点和分析，不构成具体的投资建议。投资涉及风险，请在作出任何投资决策之前进行充分的尽职调查和风险评估。
希望这些信息对您有所帮助！如有其他问题，请随时提问。