DeepSeek shakes Wall Street, how does Goldman Sachs view it? They cautiously take a Put position on USA Technology stocks, keeping a close eye on the giant Earnings Reports on Wednesday.

Goldman Sachs Analysts state that the current clear consensus is to cautiously Put USA Technology stocks until the earnings reports of the major USA Tech giants, Mag 7, are announced, with a focus on AI-related capital expenditures in the reports.

wallstreetcn1minutes ago

R1 "bombing" is still not enough! DeepSeek released the new Boai NKY Medical AI model late at night, with image generation capabilities surpassing DALL-E 3.

JanusFlow adopts a minimalist architecture that combines autoregressive language models with correction flows, requiring no complex architectural modifications, and supports a resolution of 384x384 for raw images.

Hard AI39minutes ago

U.S. stocks closed | DeepSeek impacts Global computing power! The Dow Jones stood out, while the Nasdaq fell more than 3%, and NVIDIA plunged nearly 17%.

The Chip Index plummeted over 9%, Broadcom fell over 17%, Taiwan Semiconductor dropped over 13%, AMD and ASML Holding decreased by about 6%, and Oklo, a nuclear power stock that Altman bet on, fell nearly 26%.

wallstreetcn07:05

Marvell Leads Losses Among Semis as DeepSeek Sinks Sector

Seeking Alpha06:12

A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.

What is more important than technology is vision.

Tencent TechnologyJan 27 23:48

Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?

Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.

wallstreetcnJan 27 22:39