Liang Wenfeng, the founder of DeepSeek: The goal is to achieve AGI, not just short-term commercialization.
①DeepSeek has proven that, beyond the "miracle of great efforts" Scaling Law, AI large models may have another path to victory, a "DeepSeek Law." ② "The goal of DeepSeek is to achieve AGI, not just short-term commercialization," said founder Liang Wenfeng, adding that price reductions are not aimed at grabbing users but are based on cost declines and the pursuit of inclusive AI.
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.
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.
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%.
Marvell Leads Losses Among Semis as DeepSeek Sinks Sector
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
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.
Is it safer to take profits or to buy on dips? DeepSeek's "fear" dominates Silicon Valley; quickly read about Wall Street's latest perspectives.
In no time, the domestic AI dark horse DeepSeek has become the focal point of discussion in the global Technology circle.
S&P 500 Futures Decline In Premarket Trading; Vertiv Holdings, Nebius Group Lag
Goodbye ChatGPT! Deepseek is on fire globally, topping the download charts of the App Store in the US.
① The domestic AI model Deepseek R1 caused a sensation in the AI community both at home and abroad upon its release; ② Currently, Deepseek has topped the free app download charts on Apple in both the Chinese and American regions, surpassing ChatGPT in the American region; ③ Deepseek has sparked heated discussions on overseas social media, with many technology enthusiasts stating that it has become a strong competitor to OpenAI and Meta.
Shares of Chip Stocks Are Trading Lower Following Soft Guidance From Texas Instruments.
Texas Instruments' Guidance Suggest Bottom Is Near, but It's Not Here Yet: Analysts
Express News | Minsheng Securities: Maintain GigaDevice Semiconductor Inc. "Recommended" rating, Bullish on the company's leading position in the niche storage Industry.
NXP Semiconductors Is Maintained at Neutral by Susquehanna
SIG Maintains NXP Semiconductors(NXPI.US) With Hold Rating, Cuts Target Price to $235
Susquehanna Adjusts Price Target on NXP Semiconductors to $235 From $250
J.P. Morgan has an optimistic outlook on the Semiconductors Industry: it will continue to benefit from AI and Datacenter demand, and the non-AI market will also recover.
JPMorgan released its latest research report on the Semiconductors Industry, providing an in-depth analysis of the current state and future trends of the Global semiconductor market.
500 billion USD! Trump officially announces the largest AI investment project in history, is the AI Infrastructure Industry Chain about to enter a gold mining moment?
On the second day of his presidency, Donald Trump officially announced a major AI project.
NXP Semiconductors N.V. (NXPI): An Undervalued Chip Stock Near 52-Week Lows
Morgan Stanley Fund: It is expected that market liquidity will be relatively friendly to the broad Technology Sector this year, Bullish on AI, Defense Military Industry, and others.
Morgan Stanley Fund stated that the market liquidity in 2025 is expected to be relatively friendly to the broad Technology Sector. Bullish on AI, defense Military Industry, wind power, and Consumer Electronics industries.