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Threat or opportunity? What is the impact of DeepSeek's rise on the Global AI Chip Industry?
① The release of the DeepSeek open-source R1 model has delivered a "critical hit" to NVIDIA's Market Cap while also presenting opportunities for smaller companies. ② The CEO of AI Chip manufacturer Cerebras stated that developers are keen to replace expensive closed models with R1. ③ Additionally, industry insiders believe that DeepSeek will increase the adoption of new inference chip technologies, as smaller companies see expansion opportunities in the inference field.
Express News | China Securities Co., Ltd.: In the stage of deep reasoning, the future computing power demand for models will still show explosive growth.
The rise in AI buzz has catalyzed a collective surge in Hong Kong chip stocks, with Semiconductor Manufacturing International Corporation hitting a historical high.
① The surge in AI popularity has catalyzed the collective rise of semiconductor stocks listed in Hong Kong. What are the highlights? ② Semiconductor Manufacturing International Corporation's H shares have reached a historical high. Why is the market so enthusiastic?
Morgan Stanley has listed a list of Hong Kong stocks that face significant risk exposure under potential tariffs imposed by the United States and Canada (table).
The USA has imposed an additional 10% tariff on products exported to the USA from China, citing the fentanyl issue. A spokesperson from China's Ministry of Foreign Affairs expressed strong dissatisfaction and firm opposition to this. Morgan Stanley released a report reiterating a cautious and defensive investment approach, listing potential Hong Kong stocks that face significant risk exposure due to the new US tariffs. The criteria are that the revenue from exports to the USA accounts for 10% or more of their income, and their production share in Mexico and Canada exceeds 10% of COGS (cost of goods sold) / Assets. There are 29 stocks on the list, and only Hong Kong stocks and Chinese concept stocks are listed: Hong Kong stocks│USA production (as a percentage of total revenue)│Exports to
The chip that achieved the miracle of DeepSeek sounds the alarm for NVIDIA!
In the past two weeks, DeepSeek has become a Global hotspot. Especially in the Western world, this generative AI system from China has sparked widespread discussion.
Large models like DeepSeek have gained popularity, and the new way of playing during the Spring Festival has exploded. Can Technology become the hottest topic after the holiday?
① Planning trips, translating when abroad, creating tutorials for playing Mahjong... Netizens are competing to develop application scenarios for large models during the holiday; ② DeepSeek is like a catfish, stirring up the Global Technology sector; ③ Will technology stocks become the hottest topic after the holiday? Who has the better chance?