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.cn46minutes ago

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

Futu Morning Report | DeepSeek has released an AI model late at night causing a stir! It experienced several outages during the day; Apple has reclaimed the title of "Global Stock King"! NVIDIA's Market Cap has fallen below 3 trillion USD, slipping to thi

Vanke: Xinjie elected as the chairman of the 20th Board of Directors, Shenzhen State-owned Assets: has enough "bullets" to support Vanke; Wall Street investment banks bet that Tesla's sales this year will not meet Musk's expectations.

Futu News08:26

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

Transaction Amount TOP 20 | NVIDIA fell sharply by nearly 17%, with a Market Cap shrinking by nearly 600 billion USD; Apple rose more than 3%, regaining the title of the largest Global Market Cap company.

On Monday, NVIDIA ranked first in U.S. stock trading with a significant drop of 16.97%, trading at 97.17 billion USD. Today, the company's market cap shrank by nearly 600 billion USD (592.7 billion USD), setting a record for the highest single-day market cap loss for an individual stock in the U.S. A Chinese AI startup, DeepSeek, has released an open-source AI model. It is reported that the model outperforms OpenAI in multiple tests. The company launched an open-source large language model in December, claiming its investment was less than 6 million USD. Although Wall Street questions this figure, the emergence of this startup has made investors realize the potential for building a

Global Market Report07:17

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