Viewpoint | Is DeepSeek's 545% profit margin a nuclear bomb for computing power?

DeepSeek's "high profits" indicate that through extreme infrastructure optimization, very high computing power utilization and performance can also be achieved. However, there are still many disagreements about whether DeepSeek is a nuclear bomb for computing power. Well-known investor Duan Yongping agrees with NVIDIA CEO Jensen Huang's earlier viewpoint, stating that DeepSeek will stimulate the market's pursuit of more efficient AI models and believes that the demand for computing power will continue to grow. However, some foreign technology bloggers argue that DeepSeek has already 'knocked down' NVIDIA, and based on DeepSeek's current extremely high utilization of computing power, it can easily meet the global AI demand.

wallstreetcn11:45

First disclosure of theoretical profit margins! DeepSeek has continuous major events over the weekend.

Despite significant technological breakthroughs, DeepSeek's MaaS-based business model faces severe challenges.

Zhitong Finance09:17

The delivery volume of new car-making forces for February has been announced! Xiaopeng increased by over 570% year-on-year to rank first again, while Li Auto and Leap Motor both delivered more than 0.025 million vehicles.

In February, ideal Autos delivered 26,263 new cars, a year-on-year increase of 29.69%; the delivery volume of running Autos in February was 25,287 units, a year-on-year increase of 285.12%.

cls.cnMar 1 18:19

Five days of continuous breakthroughs! A review of DeepSeek's "Open Source Week" technology bundle: redefining computing power with Software!

300 lines of code have optimized the H800, understanding GPUs better than NVIDIA, with a data throughput of 6.6TiB/s on High-speed Rail…… The most profound significance of the "Open Source Week" event may lie in its validation of DeepSeek's "low cost and high performance" technological path.

wallstreetcnFeb 28 19:21

DeepSeek Open Source Week Day Five: Fire-Flyer, unlocking a new way of AI storage!

Fire-Flyer is a high-performance distributed file system designed for high-performance computing, aimed at addressing the challenges in AI training and inference workloads, and solving the pain point of balancing "high-throughput writing" with "low-latency reading."

wallstreetcnFeb 28 10:26

Daily Bull and Bear | The Hang Seng Index is oscillating at a high level, with the ratio of bull certificates on the street rising significantly to 65%; Xiaomi experienced severe fluctuations during the day, with several put certificates earning over 70%.

As of market close, the total market turnover reached 406.4 billion HKD, with all warrants and certificates combined trading 22.2 billion HKD, accounting for 5.5% of the total market turnover, of which long positions accounted for 3.7% and short positions 1.8%. All warrants saw a net outflow of 0.11 billion HKD.

Futu NewsFeb 28 09:06