02/04/2025, 08:15 PM UTC
NVIDIA：感谢DeepSeekNvidia: Thank You DeepSeek
1. 深度探索的性价比AI模型消息一出，NVIDIA的股价就下跌了17%，引发了人们对AI资本支出和美国科技公司估值的担忧。2. 尽管市场反应如此，作者仍然看好NVIDIA，强调其技术优势和积极的产品周期。3. 深度探索的声明可能被夸大，但NVIDIA的长期增长前景依然强劲，预计收入增长和净利率高。4. AI竞赛正在加剧，随着AI基础设施的资本支出持续增加，这对NVDA有利，提供了买入机会。1. Nvidia's stock dropped 17% following news of DeepSeek's cost-effective AI model, raising concerns about AI CAPEX spending and the valuation of US tech companies. 2. Despite the market's reaction, the author remains bullish on Nvidia, highlighting its technological advantage and aggressive product cycles. 3. DeepSeek's claims may be exaggerated, but Nvidia's long-term growth prospects remain strong with expected revenue growth and high net margins. 4. The AI race is intensifying, benefiting NVDA as CAPEX spending on AI infrastructure continues to rise, presenting a buying opportunity.
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