SemiVoice

seekingalpha

01/27/2025, 07:30 PM UTC

NVIDIA：DeepSeek恐慌无根据Nvidia: DeepSeek Freakout Unwarranted

1、NVIDIA公司因DeepSeek声称更便宜的AI模型训练而面临压力；2、DeepSeek的R1模型声称以更小的成本超越OpenAI；3、尽管存在潜在的利润率风险，但NVIDIA股价的下跌提供了买入机会，预计AI需求将增长。

1. Nvidia Corporation is facing pressure due to DeepSeek's claims of cheaper AI model training; 2. DeepSeek's R1 model claims to outperform OpenAI at a fraction of the cost; 3. Nvidia's stock drop presents a buying opportunity with AI demand likely to grow despite potential margin risks.

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