DeepSeek火了，英伟达却笑了？

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！”

腾讯财报全线超预期！坚定持有？

$腾讯控股 (00700.HK)$ 公布2025年第三季度业绩，财报显示：营收1928.69亿元(人民币，下同)，同比增长15%，市场预期为1888亿元；净利润631.33亿元，同比增长19%；经调整净利润705.51亿元，同比增长18%，市场预期为659.74亿元。【大家看好腾讯财报表现吗？腾讯能否突破上涨？】

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