DeepSeek炒作热情重启！恒生科技，能否复制25年Q1行情？

小虎AV

01-14

悬赏1000虎币

Wired资深编辑Steven Levy接受采访，解读DeepSeek最新AI模型与AI竞赛现状：

和25年Q1相似，现在市场又开始炒AI应用， $阿里巴巴-W(09988)$ 本周三个交易日股价累涨超15%，恒科经过25年Q4一个季度的调整，不知道今年Q1能否企稳上涨。（去年Q1恒科指累计涨幅约20%）

据悉DeepSeek计划于2月中旬发布下一代AI模型V4，目前市场炒作热情已经开启。大家觉得现在是入手机会吗？中国资产，还有多大上涨空间？

评论区分享你的观点，一起赢取虎币奖励！ $恒生科技指数(HSTECH)$

阿里自研AI芯片亮相！股价能否再创新高？

据科创板日报，阿里平头哥官网上线高端AI芯片“真武810E” ，这款芯片已在阿里云实现多个万卡集群部署，并服务了国家电网、小鹏汽车等400多家客户。阿里成为继谷歌之后全球第二家具备“大模型+云+芯片”全栈自研实力的科技公司。【阿里能否重上去年10月高点？现在你的操作策略是？】

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。

悬赏已结束

590虎币已分给20位参与者,剩余410虎币已退还至发起者

截止至02/04 15:10

精彩评论

和时间赛跑zilong
01-14
和时间赛跑zilong
赢得30虎币
美国靠七八只科技支撑，中国要靠更多新增科技股竞争
一路走来cd
01-14
一路走来cd
赢得30虎币
没有原生态的数据，炒作一次就好了。你们玩，我看着
花香满楼
01-14
花香满楼
赢得30虎币
又是一个轮回。接着炒作呗。记得离场
Sodmos
01-14
Sodmos
赢得20虎币
说是deepseek在研究新算法
勇敢_小虎
01-14
勇敢_小虎
赢得30虎币
希望能复制去年的行情，是买入好机会，不仅上证受益，港股也收益。2025年港股上半年涨了非常多，值得思考
躺平躺到地狱了
01-15
躺平躺到地狱了
赢得30虎币
中国资产可以做波段，但要是做长线，如阿里巴巴，小米等都会有大的波动，没有像美国英伟达苹果，微软等大科技稳定，因此，中国资产好多都只能做大波段

发表看法

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