Investors must focus on revenue and gross margin line items to determine whether stocks will see impact.
A wave of Big Tech companies reported quarterly earnings in recent weeks — including six of the so-called Magnificent 7 firms ...
Even as Chinese investors rush into Chinese stocks, US stocks remain king amid the artificial intelligence race. Companies ...
Chinese automaker Great Wall Motor and China's leading telecoms providers are integrating the AI model released by DeepSeek ...
Chinese start-up DeepSeek introduced an artificial intelligence (AI) chatbot that quickly became the most downloaded free ...
Investing.com -- The emergence of DeepSeek’s new large language model (LLM) is reverberating across the U.S. stock market, ...
The Magnificent Seven stocks have been a huge source of gains for the S&P 500. Without the cohort of tech titans, I think ...
Aspect Capital, a UK-based hedge fund, has swiftly completed the registration of its first product in China with the Asset ...
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.
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 ...
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。
DeepSeek's cost-efficient AI models could boost overall AI adoption, increasing demand for Micron's memory solutions. Read ...