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1 小时
DeepSeek's efficiency means Big Tech must stop hoarding, creating more winners. Here are ...
Investors must focus on revenue and gross margin line items to determine whether stocks will see impact.
1 小时
on MSN
What Big Tech execs have said about DeepSeek as US contemplates ban
A wave of Big Tech companies reported quarterly earnings in recent weeks — including six of the so-called Magnificent 7 firms ...
19 小时
Top 9 AI Stocks to Watch Amid DeepSeek Frenzy
Even as Chinese investors rush into Chinese stocks, US stocks remain king amid the artificial intelligence race. Companies ...
2 小时
on MSN
Amid DeepSeek frenzy, Chinese companies detail use of AI
Chinese automaker Great Wall Motor and China's leading telecoms providers are integrating the AI model released by DeepSeek ...
6 小时
on MSN
Nvidia Stock Investors Just Got Great News From Amazon and Google-Parent Alphabet
Chinese start-up DeepSeek introduced an artificial intelligence (AI) chatbot that quickly became the most downloaded free ...
7 小时
Breaking down the DeepSeek implications for US stock market: JPMorgan
Investing.com -- The emergence of DeepSeek’s new large language model (LLM) is reverberating across the U.S. stock market, ...
24/7 Wall St. on MSN
19 小时
Jefferies Ranked the Magnificent 7 Stocks for 2025
The Magnificent Seven stocks have been a huge source of gains for the S&P 500. Without the cohort of tech titans, I think ...
1 小时
Global investors increasingly bullish on Chinese stocks after DeepSeek’s rise
Aspect Capital, a UK-based hedge fund, has swiftly completed the registration of its first product in China with the Asset ...
来自MSN
6 小时
K'ONYANGO: DeepSeek signals Beijing’s AI rise
The surprise emergence of the China-based AI chatbot DeepSeek last week caused major US blue-chip stocks to tumble sharply, signalling the Asian giant is advancing rapidly in large model technology.
3 小时
DeepSeek引爆科技自信!算力、芯片需求或持续攀升,9只滞涨绩优潜力 ...
回到A股市场,伴随着国内AI技术的迅猛发展,不少涉及AI技术的公司业绩有望迎来突破。据证券时报·数据宝统计,已披露的业绩预告(含快报)、机构一致预测数据的公司中,2024年或2025年业绩增速潜力较高的算力、芯片公司有54家,其中算力公司14家,芯片公司45家(同属于算力概念的公司有5家)。具体衡量标准为:与2024年11月末预测对比,机构最新一致预测的2024年或2025年净利润增速获上调;若披 ...
10 小时
DeepSeek能推动中国科技股重估吗?
DeepSeek横空出世带来的冲击还在持续。港股和国内A股市场的科技股受其影响拉开了一轮新的上涨。国内券商研报认为,DeepSeek的强推理能力、低算力成本、开源属性,使得AI应用的普及成为可能,投资者似乎看到了AI应用的广阔市场前景。
10 小时
Micron: Undervalued At 6x 2026 Profits Amid Massive AI Tailwind
DeepSeek's cost-efficient AI models could boost overall AI adoption, increasing demand for Micron's memory solutions. Read ...
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