DeepSeek has initiated a new paradigm of computing power! Is there a crack in the "NVIDIA faith", and has the era of AI ASIC quietly arrived?

DeepSeek R1 has emerged to significantly announce the new paradigm of "efficient reinforcement training + greatly simplified AI inference computing" as training/inference progresses.

Zhitong FinanceJan 27 16:03

[U.S. Stock Market Review] DeepSeek shakes Wall Street, Technology stocks plummet as NVIDIA hits a record drop of nearly 17%.

On Monday (January 27), U.S. stocks fell sharply influenced by the Chinese startup DeepSeek, particularly in the Technology sector. The Nasdaq Composite Index dropped by 3.07%, and the S&P 500 Index decreased by 1.46%, mainly hit by concerns over the AI Stocks bubble. Technology stocks like NVIDIA and Broadcom suffered severe hits. Investors turned to safe-haven Assets, pushing the Dow Jones Industrial Average higher. Market focus shifted to upcoming Earnings Reports from major Technology companies and the Federal Reserve policy meeting, and future market performance may be affected by changes in the AI competitive landscape.

FX1686minutes ago

Tesla Stock Dropped. Why It's a Victim of DeepSeek Hysteria. -- Barrons.com

Barron's18minutes ago

Citi Research: DeepSeek achievements may be groundbreaking, but concern remains regarding its effectiveness without using advanced GPUs. Maintain NVIDIA (NVDA.US) 'Buy' rating.

Citigroup released a report stating that recently, the mainland AI startup "DeepSeek" launched its V3 large model, which has raised investors' inquiries about its computing costs, as it announced that it only uses a small fraction of the costs of its American competitors while achieving top performance. Although the firm believes that DeepSeek's achievements may be groundbreaking, it is concerned about the effects achieved without using advanced GPUs or under the conditions of the underlying technology. The firm estimates that in the future, in an inevitably stricter regulatory environment, American companies' ability to obtain more advanced chips is a relative advantage.

AASTOCKSJan 27 14:53

NVIDIA Options Spot-On: On January 27th, 10.21 Million Contracts Were Traded, With 20.75 Million Open Interest

On January 27th ET, $NVIDIA(NVDA.US)$ had active options trading, with a total trading volume of 10.21 million options for the day, of which put options accounted for 42.34% of the total transactions,

Futu News21minutes ago

Unusual Options Activity: JNJ, TSM and Others Attract Market Bets, JNJ V/OI Ratio Reaches 384.6

EST Jan 27th Closing Delivery - In the last three hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options

Futu News21minutes ago