更新，川普也表态了！ BREAKING: Trump says that DeepSeek is a wake-up call for US companies Nvidia Corp says the DeepSeek AI model is an “excellent AI advancement” that complies with US technology export controls
Why Nvidia Stock Just Had Its Worst Day Since 2020 By COLIN LAIDLEY
Artur Widak / NurPhoto via Getty Images [MUSIC PLAYING]
Shares of Nvidia (NVDA) tumbled Monday after the release of a sophisticated artificial intelligence model from a Chinese startup prompted a reckoning on Wall Street regarding AI spending. Chinese company DeepSeek last week released R1, an AI model that appears to rival the capabilities of models from U.S. tech giants like OpenAI and Google despite running on fewer, less powerful chips. U.S. investors began to take notice of the model late last week, and over the weekend started to worry about what it means for richly valued U.S. tech stocks. Nvidia’s earnings and stock price have soared in the past two years as tech giants like Microsoft (MSFT), Alphabet (GOOG)(GOOGL), and Amazon (AMZN) have spent massively on the company's AI systems. DeepSeek has led investors to question whether all that spending was necessary and, if not, why it would continue. Nvidia stock was hammered by Monday’s sell-off. Shares tumbled nearly 17%, its largest one-day drop since the Covid-19 crash in March 2020. Monday’s sell-off wiped about $589 billion from Nvidia’s market cap, the largest loss in history. What Analysts Were Saying Wall Street analysts were mostly skeptical about DeepSeek and the sell-off it prompted, though their commentary often reflected uncertainty about the effects DeepSeek could have on the market. Citi analysts expressed doubt that DeepSeek had achieved its results without the most advanced chips. They maintained their "buy" rating on Nvidia stock and said they don't expect major U.S. AI companies to move away from using its advanced GPUs.1 Jefferies analysts, however, noted DeepSeek's success could press Silicon Valley management to "refocus on efficiency and ROI, meaning lower demand for computing power as of 2026."2 Concern about future AI models requiring less computing power weighed on other high-flying AI stocks, including nuclear power providers Vistra (VST) and Constellation Energy Corp. (CEG), which slumped 28% and 21%, respectively. Nvidia competitor Broadcom (AVGO) also dropped about 17%. Do you have a news tip for Investopedia reporters? Please email us at [email protected]
TRUMP: “The release of DeepSeek AI from a Chinese company should be a wake up call for our industries that we should be laser focused on competing to win. We have the best scientists in the world. This is very unusual. We always have the ideas. We’re always first.”
babylye 发表于 2025-01-27 23:05 TRUMP: “The release of DeepSeek AI from a Chinese company should be a wake up call for our industries that we should be laser focused on competing to win. We have the best scientists in the world. This is very unusual. We always have the ideas. We’re always first.”
fdsss 发表于 2025-01-27 15:17 更新，川普也表态了！ BREAKING: Trump says that DeepSeek is a wake-up call for US companies Nvidia Corp says the DeepSeek AI model is an “excellent AI advancement” that complies with US technology export controls
BREAKING: Trump says that DeepSeek is a wake-up call for US companies
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可不是泡沫吗？一个几百亿，一个几百万，前面一个难道没泡沫？
Aravind Srinivas
I’m obsessed about DeepSeek R1 and Search. Can’t stop using it. Web, internal files, third-party, apps, tools, …everything.
他是最早被采访的之一 估计早一点知道别人都夸 他也不敢这么狂妄， 同一天被采访的印度小哥就说的非常客观。 不过这个Alex也不亏，现在基本每一个报道都会quote他的质疑， 有他背锅 皆大欢喜
🛋️ 沙发板凳
这个度真不好把握，如果老黄说，仅用了我们英伟达几个芯片，DeepSeek就弄出这么好的效果， 实在是让人出乎意料，都无法想象他们要是用我们几千片芯片会好到什么程度！
这样会好些吗？顺便把自己的芯片也吹了，哈哈
皮衣刀客也不容易。。。
言下之意，干xxx的政府快取消禁运，我的东西要卖钱，我不能坐视华为吃掉中国全部市场！
搜了下，我靠，还真有啊 ------------------------- 近日，DeepSeek正式首发支持昇腾平台，标志着国产软硬件的一次强强联合。这一重要发展不仅展示了华为在硬件领域的雄厚实力，也彰显了深度求索人工智能（DeepSeek）在软件领域的创新能力。通过这次合作，DeepSeek旨在进一步提升推理效率，增强国产AI技术的国际竞争力，推动人工智能技术的普及与应用。 此次DeepSeek的首发支持，意味着用户可以在昇腾淋漓尽致地体验到国产AI技术的强大性能。昇腾平台由华为推出，是一个专为AI应用而打造的硬件系统，其性能高效，特别适合深度学习算法的运行。这一平台的加入，将为DeepSeek提供更为强大的计算能力，相较于传统平台，其推理过程将更加迅速。同时，DeepSeek还扩展了与AMD的合作，DeepSeek-V3模型已成功集成到AMD的Instinct MI300X GPU中。这表明，DeepSeek不仅能在华为的硬件上获得优化，也能在其他主流GPU上实现卓越性能。
源码里面就有，因为支持华为显卡，专门给华为显卡写了模块，按理论上，AMD的显卡也没问题，照着修改就好了， 华为的都跑通了，AMD显卡绝对没问题。 以前AI大模型有个护城河，就是英伟达的CUDA，大部门的AI都是围绕它开发的。 源码里就想着绕过了，所以这次的意义很大。
哈哈哈哈你会说你多说点
黄是个厚道人， 不会这么耍滑头硬蹭占别人便宜。
前几天他批评拜登时，有这个意思：拜登，我谢谢你，我谢谢你八辈祖宗啊
当时是第一次见老黄这么怼总统
其实是说给老川听的
老黄前年就曾经苦苦哀求，不要过度限制出口英伟达芯片到中国…
老黄的理想世界是用自己的芯片和一帮聪明的中国人开发出更NB的系统，现在他手里那些芯片有点无用武之地那感觉
他肯定没参与禁用吧，他也的确是良民。
开始反思了
Shares of Nvidia (NVDA) tumbled Monday after the release of a sophisticated artificial intelligence model from a Chinese startup prompted a reckoning on Wall Street regarding AI spending. Chinese company DeepSeek last week released R1, an AI model that appears to rival the capabilities of models from U.S. tech giants like OpenAI and Google despite running on fewer, less powerful chips. U.S. investors began to take notice of the model late last week, and over the weekend started to worry about what it means for richly valued U.S. tech stocks. Nvidia’s earnings and stock price have soared in the past two years as tech giants like Microsoft (MSFT), Alphabet (GOOG)(GOOGL), and Amazon (AMZN) have spent massively on the company's AI systems. DeepSeek has led investors to question whether all that spending was necessary and, if not, why it would continue. Nvidia stock was hammered by Monday’s sell-off. Shares tumbled nearly 17%, its largest one-day drop since the Covid-19 crash in March 2020. Monday’s sell-off wiped about $589 billion from Nvidia’s market cap, the largest loss in history. What Analysts Were Saying Wall Street analysts were mostly skeptical about DeepSeek and the sell-off it prompted, though their commentary often reflected uncertainty about the effects DeepSeek could have on the market. Citi analysts expressed doubt that DeepSeek had achieved its results without the most advanced chips. They maintained their "buy" rating on Nvidia stock and said they don't expect major U.S. AI companies to move away from using its advanced GPUs.1 Jefferies analysts, however, noted DeepSeek's success could press Silicon Valley management to "refocus on efficiency and ROI, meaning lower demand for computing power as of 2026."2 Concern about future AI models requiring less computing power weighed on other high-flying AI stocks, including nuclear power providers Vistra (VST) and Constellation Energy Corp. (CEG), which slumped 28% and 21%, respectively. Nvidia competitor Broadcom (AVGO) also dropped about 17%. Do you have a news tip for Investopedia reporters? Please email us at [email protected]
老黄最希望的是让他随便卖芯片，然后同胞黄皮整出更好的ai, 然后白皮急了再大买女大芯片
川普说的还不错，认识到问题，是解决问题的第一步。
还有，管制p 用没有，让我卖
呵呵，应对政策就是停止美国一切的科研活动，驱逐外国人才，MAGA！
那个Alex wang 更是一个跳梁小丑了
中国现在这么厉害，还用美国的货吗？大概不用了吧！
挺好，期待中国再扇美帝几个大耳瓜子，不然大家醒不了
反思啥。。
美国反应大概率是进一步加强芯片管制，而不是放松。。 这叫路径依赖
老黄说话挺有水平的
抓美华间谍，ban tt， 关税500%，最后加拿大为了赎罪决定绑架deepseek ceo
后者给老黄提鞋都不配 老黄聪明人
川普突然说人话，让人挺不习惯的
嗯学习中国，全用正宗洪波
alex wang太恶心了
旋转跳跃闭上眼接飞盘的本事真是令人叹为观止
啥书？Alex Wang相形之下就是小丑
中国的新一代很强很自信也很有远见。全部开源同时宣布全员本土人才，芯片也不依赖Nvidia。让Nvidia逃过一劫，也让AI领域的华裔从业人员也逃过一劫。但凡能让trump之类挑出一点可指责的地方，trump的手指头还不得戳着Nvidia审查，戳着华裔的鼻子，蒙着脸扣一大口间谍的锅。 现在找不到锅，才说了就人话。
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我的天 川巨巨一不小心又赢麻了
川普竟然比川粉还清醒？
就是啊，川粉呼天抢地的嚎，川宝反倒还很清醒，看到正面竞争。
人家从来都聪明，只是忽悠粉丝而已
他不是刚宣布500B的stargate? 被DS和股市打了一耳光吧
因为他这人干什么都是简单粗暴想省钱，商人本性
川粉 就是拿来给 川普 扇的
这是最近看到他最正常的一次发言，而且还有点格局和高度，有点中国发射洲际导弹让美国DoD爱好和平的言论一样
都是屁话，“美国将放手让科技企业发挥”，咋放手？停止所有的研究经费，就MAGA了？
同时减少监管
巨巨管制了什么有先见之明？他刚上台正忙着和友邦撕逼呢，还没来得及管制中国
鼓励民间竞争啊。政府资助的那些研究机构，费效比最低。
川普总算人间清醒一回
科研经费不影响科技企业
碰到大人立刻会好好正经说话，理智思考，并且知道后果会怎样，有推理思维。
结论就是：装你继续装
确实有点格局！隔壁粉儿还在死命贬低deepseek这也不行那也不是呢，估计都没看到主子的最新表态。
对比一下美国的leadership common core和印度的ppt 文化 呵呵 这一个wake up call 也不知道能wake up 几个人
吗🐎
眼光咋能浅成这样呢？没有这些科研经费，phd谁来培养？你吗？还是靠众筹？
先看看它自己是怎么对待这些best scientists的吧。。。
Uh..... TRUMP 他的确签署了许多有关AI deregulate 的EO。 还有STARGATE 那么大比钱。
他在AI上的确是放手状态。
但是AM D股价也跌了。
老黄比民进党台上那群人好太多
trump 还是比较大气的 so far trump 2.0 比 trump 1.0 优化很多
为啥不是对他wake-up call？是他的经济制裁处处把中国视为敌人才逼的中国无路可走全靠自己。越制裁中国，中国越强大。中国人都是这种，可以低到尘埃，但精神意志还在
他自己怎么可能打自己脸。台上那些主张围堵中国围堵中国人的政客们，历史知识可能都没有，一脑袋霸权主义浆糊。中国几千年历史什么苦难没经过，都熬过来了。生生不息，越挫越勇。
Alex Wang是所有大科技公司里面唯一诋毁Deepseek的，心胸狭隘毫无眼光，他诋毁的出发点就是这模型有可能断了他家Anthropic 还有Openai数据标注Red taping 这一小方面的财路。真是毫无气度。Nvidia一夜损失了那么多，人家老黄说什么了？第二时间就站出来力挺Deepseek了。第二时间还是因为他太忙，被脸书首席科学家抢了第一。其实Alex Wang应该感谢Deepseek，我直觉认为未来需要各种洗数据的活会越来越多的，因为Deepseek给各种新生势力模型微调打开了一条路，其实利好他这种跟模型沾边的非模型类公司。他太给美华丢人了，大部分美华包括论坛都是为Deepseek骄傲的，就他一个人觉得求川大大就能抵挡突破性科技进步了？脑子被驴踢了，另外就是嫉妒Deepseek很多雇员都拿到了他没有的金牌
那个王真是个人渣
还好意思说我们有全世界最好的科学家，这十年华裔科学家为什么原因都纷纷离开美国了他川普心里没数吗？
原来老黄绕了圈子，在对中国出口的chips 上做手脚，虽然在管制方面放缓慢了，但是在没管制的其他方面提高性能，这样整体性能还是很高。 美国政府不高兴，气哼哼的改了管制，但是还是让中国公司stockpile了很多chips. 他们现在还没figure out 出来是不是部分原因为用了女大的chips.
确实，切割得很干净
他是最早被采访的之一 估计早一点知道别人都夸 他也不敢这么狂妄， 同一天被采访的印度小哥就说的非常客观。 不过这个Alex也不亏，现在基本每一个报道都会quote他的质疑， 有他背锅 皆大欢喜