DONG CHAO
01-27
$特斯拉(TSLA)$
我感觉这个Deepseek突然大火，就和故意炒作的一样，说不定一年以后一地鸡毛，就和当年的龙芯一样，如果AI真的这么好搞，那那些硅谷的巨头之前能想不到用低成本训练大模型吗？先不说国外的怎么怎么样，国内目前没有一家科技公司发声，就很奇怪。
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闲人马斯克
01-27
闲人马斯克
说的很对。这些Ai生成文字和图片的东西是AI应用最简单的。报道说DEEPSEEK用了10000块H100 GPU，限制出口前存的，甚至有消息说用了50000块。那么将来的GPU从哪里来？现在国内做AI的各家企业要通力合作，抱团取暖，才能提高算力。与美国竞争，好像只看到了AI应用的项背，距离近了一点而已
老山古
01-27
老山古
华尔街各大投行配合国内一起割韭菜，拿廉价筹码
james duan
:
阴谋论
闲人马斯克
:
有这个可能。川普上台，利多美股。制造一些东西，打压一下股价，机构就可以大赚一笔
123599ff
01-27
123599ff
没关系，炒股，尤其是现在高位，关键在于如何引导情绪
悠闲54321
01-27
悠闲54321
我用了deepseek不咋样
悠闲54321
:
可能是成本比较低的原因？
Johnsonk
:
我也用了，一直是错误错误无法给出回答
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