Did DeepSeek sink the "Stargate"?

Investors have always been cautious about AI companies claiming to need huge amounts of funding to train models, especially in the absence of short-term profit plans. The sudden popularity of DeepSeek seems to confirm this concern.

wallstreetcn15:28

Wall Street's bullish Analyst "stubbornly" states: DeepSeek's innovation is not a Bearish on computing power.

Some Wall Street Analysts insist that the improvement in model efficiency is more likely to trigger a surge in demand, leading to greater demand for computing power, rather than a reduction.

cls.cn11:37

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.

wallstreetcn08:32

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 AI07:54

SMH Rout: DeepSeek AI Shakes Chip ETF to Worst Loss in 5 Years - How Holdings Fared

Seeking Alpha07:01

VanEck Semiconductor ETF Options Spot-On: On January 27th, 367.68K Contracts Were Traded, With 738.61K Open Interest

On January 27th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 367.68K options for the day, of which put options accounted for 64.45% of the total

Futu News05:30