DeepSeek火了，英伟达却笑了？

2025-03-14

DeepSeek火了，英伟达却笑了？AI圈的反转大戏，再次开始！“还记得DeepSeek刚出道时，大家说它要‘干掉’英伟达芯片？结果呢？为了不提示“服务器繁忙，请稍后再试”，腾讯悄悄向英伟达下了数亿芯片订单！这波操作，这又把英伟达的愿景给拉回来了。” “DeepSeek号称训练成本低，但一到实战，腾讯的微信10亿用户同时在线，接入Deepseek后算力需求瞬间爆表！看来，推理阶段还是得靠英伟达的H20芯片撑场面。” “腾讯这波操作，救了英伟达，还让市场重新审视AI芯片的真相——训练轻、推理重，这才是AI的‘真香定律’！”

关注我，带你一起吃瓜AI圈的那些事儿，别错过每一个反转大戏！”

腾讯绩后市场分歧加大！大家看好后市发展吗？

腾讯Q4营收同比增长13%，调整后净利增17%，云业务全年实现规模化盈利，【腾讯财报超预期，但同时表示要开始投入大力投入AI了，同时减少回购，市场分歧增加。大家看好腾讯后市吗？绩后你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":413387342364848,"tweetId":"413387342364848","gmtCreate":1741954265784,"gmtModify":1741957360454,"author":{"id":4131605507050300,"idStr":"4131605507050300","authorId":4131605507050300,"authorIdStr":"4131605507050300","name":"虎啸商业评论","avatar":"https://static.tigerbbs.com/d223fcf35f1b04331343de8695c305c1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":217,"starInvestorFlag":false},"themes":[{"themeId":"28e123f3a9ce4744a8d03b21d6c47724","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"腾讯绩后市场分歧加大！大家看好后市发展吗？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":28e123f3a9ce4744a8d03b21d6c47724}&rnconfig={\"headerBarHidden\": true}","description":"腾讯Q4营收同比增长13%，调整后净利增17%，云业务全年实现规模化盈利，【腾讯财报超预期，但同时表示要开始投入大力投入AI了，同时减少回购，市场分歧增加。大家看好腾讯后市吗？绩后你的操作策略是？】","image":"https://static.tigerbbs.com/bf6318e56188258a05e9725fe568b9e8"}],"images":[],"coverImages":[{"img":"https://static.tigerbbs.com/0a72a8160da3af121b9cc441e7d8bda6"}],"title":"DeepSeek火了，英伟达却笑了？","html":"<html><head></head><body>DeepSeek火了，英伟达却笑了？AI圈的反转大戏，再次开始！“还记得DeepSeek刚出道时，大家说它要‘干掉’英伟达芯片？结果呢？为了不提示“服务器繁忙，请稍后再试”，腾讯悄悄向英伟达下了数亿芯片订单！这波操作，这又把英伟达的愿景给拉回来了。” “DeepSeek号称训练成本低，但一到实战，腾讯的微信10亿用户同时在线，接入Deepseek后算力需求瞬间爆表！看来，推理阶段还是得靠英伟达的H20芯片撑场面。” “腾讯这波操作，救了英伟达，还让市场重新审视AI芯片的真相——训练轻、推理重，这才是AI的‘真香定律’！”\n关注我，带你一起吃瓜AI圈的那些事儿，别错过每一个反转大戏！”\n<video poster=\"https://static.tigerbbs.com/0a72a8160da3af121b9cc441e7d8bda6\" tg-width=\"720\" tg-height=\"1280\" class=\"ql-video te-video-limit\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9de6b9af1397757907328064147/v.f30.mp4\">\n</video>\n</body></html>","htmlText":"<html><head></head><body>DeepSeek火了，英伟达却笑了？AI圈的反转大戏，再次开始！“还记得DeepSeek刚出道时，大家说它要‘干掉’英伟达芯片？结果呢？为了不提示“服务器繁忙，请稍后再试”，腾讯悄悄向英伟达下了数亿芯片订单！这波操作，这又把英伟达的愿景给拉回来了。” “DeepSeek号称训练成本低，但一到实战，腾讯的微信10亿用户同时在线，接入Deepseek后算力需求瞬间爆表！看来，推理阶段还是得靠英伟达的H20芯片撑场面。” “腾讯这波操作，救了英伟达，还让市场重新审视AI芯片的真相——训练轻、推理重，这才是AI的‘真香定律’！”\n关注我，带你一起吃瓜AI圈的那些事儿，别错过每一个反转大戏！”\n<video poster=\"https://static.tigerbbs.com/0a72a8160da3af121b9cc441e7d8bda6\" tg-width=\"720\" tg-height=\"1280\" class=\"ql-video te-video-limit\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9de6b9af1397757907328064147/v.f30.mp4\">\n</video>\n</body></html>","text":"DeepSeek火了，英伟达却笑了？AI圈的反转大戏，再次开始！“还记得DeepSeek刚出道时，大家说它要‘干掉’英伟达芯片？结果呢？为了不提示“服务器繁忙，请稍后再试”，腾讯悄悄向英伟达下了数亿芯片订单！这波操作，这又把英伟达的愿景给拉回来了。” “DeepSeek号称训练成本低，但一到实战，腾讯的微信10亿用户同时在线，接入Deepseek后算力需求瞬间爆表！看来，推理阶段还是得靠英伟达的H20芯片撑场面。” “腾讯这波操作，救了英伟达，还让市场重新审视AI芯片的真相——训练轻、推理重，这才是AI的‘真香定律’！” 关注我，带你一起吃瓜AI圈的那些事儿，别错过每一个反转大戏！”","highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/413387342364848","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"a95c9ac9243e4e5db665505c844206c1","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9de6b9af1397757907328064147/v.f30.mp4","poster":"https://static.tigerbbs.com/0a72a8160da3af121b9cc441e7d8bda6","desc":""},"viewCount":2606,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":498,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/413387342364848"}