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GusAllen
01-27
架构和模型都是用的国外开源模型，在训练上通过高级语料取巧获得快速进步，说白了只能在前人开拓好的路径上站在别人肩膀上进步，吃了10个馒头饱了又不是最后一个馒头的功劳，最终AI在新领域的应用还是要靠算力堆，资本市场暂时扰动改变不了这个事实
“杀人诛心”？英伟达盘前大跌，DeepSeek“亲自”给出5点原因
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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-27 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fae74e8da2efeeaad03d683a7bb9a11c\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b794d5ad7a825f3a59733f0ffd087d4\" title=\"\" tg-width=\"293\" tg-height=\"465\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186521106","content_text":"周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088130021962990","authorId":"4088130021962990","name":"金华大馄饨","avatar":"https://static.tigerbbs.com/1394e8d708e10f991d015cf31583199f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088130021962990","authorIdStr":"4088130021962990"},"content":"牛顿说过一句话：他只是站着巨人的肩膀上罢了。连牛顿这种伟人斗需要前人的知识做铺垫，你天下无敌生下来就什么都会了？你不模仿不学习？你上学就是抄别人的知识？","text":"牛顿说过一句话：他只是站着巨人的肩膀上罢了。连牛顿这种伟人斗需要前人的知识做铺垫，你天下无敌生下来就什么都会了？你不模仿不学习？你上学就是抄别人的知识？","html":"牛顿说过一句话：他只是站着巨人的肩膀上罢了。连牛顿这种伟人斗需要前人的知识做铺垫，你天下无敌生下来就什么都会了？你不模仿不学习？你上学就是抄别人的知识？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":397091913495088,"gmtCreate":1737987536884,"gmtModify":1737987576775,"author":{"id":"3486852549721269","authorId":"3486852549721269","name":"GusAllen","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486852549721269","authorIdStr":"3486852549721269"},"themes":[],"htmlText":"架构和模型都是用的国外开源模型，在训练上通过高级语料取巧获得快速进步，说白了只能在前人开拓好的路径上站在别人肩膀上进步，吃了10个馒头饱了又不是最后一个馒头的功劳，最终AI在新领域的应用还是要靠算力堆，资本市场暂时扰动改变不了这个事实","listText":"架构和模型都是用的国外开源模型，在训练上通过高级语料取巧获得快速进步，说白了只能在前人开拓好的路径上站在别人肩膀上进步，吃了10个馒头饱了又不是最后一个馒头的功劳，最终AI在新领域的应用还是要靠算力堆，资本市场暂时扰动改变不了这个事实","text":"架构和模型都是用的国外开源模型，在训练上通过高级语料取巧获得快速进步，说白了只能在前人开拓好的路径上站在别人肩膀上进步，吃了10个馒头饱了又不是最后一个馒头的功劳，最终AI在新领域的应用还是要靠算力堆，资本市场暂时扰动改变不了这个事实","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397091913495088","repostId":"1186521106","repostType":2,"repost":{"id":"1186521106","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737979736,"share":"https://www.laohu8.com/m/news/1186521106?lang=&edition=full","pubTime":"2025-01-27 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-27 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fae74e8da2efeeaad03d683a7bb9a11c\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b794d5ad7a825f3a59733f0ffd087d4\" title=\"\" tg-width=\"293\" tg-height=\"465\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186521106","content_text":"周一，英伟达盘前股价暴跌，截至发稿跌幅超11%，消息面上，中国大模型DeepSeek的横空出世引发芯片股估值担忧。有趣的是，DeepSeek大模型“亲自”分析了英伟达股价的波动，给出了5点原因：DeepSeek技术突破引发市场恐慌、DeepSeek对英伟达（GPU需求和投资者信心）造成直接冲击、AI行业竞争格局或重塑、市场出现恐慌性抛售叠加部分投资者可能利用市场情绪做空英伟达股票，以及AI资本支出受到质疑叠加投资者对高估值的科技股风险偏好下降这一宏观背景。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088130021962990","authorId":"4088130021962990","name":"金华大馄饨","avatar":"https://static.tigerbbs.com/1394e8d708e10f991d015cf31583199f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088130021962990","authorIdStr":"4088130021962990"},"content":"牛顿说过一句话：他只是站着巨人的肩膀上罢了。连牛顿这种伟人斗需要前人的知识做铺垫，你天下无敌生下来就什么都会了？你不模仿不学习？你上学就是抄别人的知识？","text":"牛顿说过一句话：他只是站着巨人的肩膀上罢了。连牛顿这种伟人斗需要前人的知识做铺垫，你天下无敌生下来就什么都会了？你不模仿不学习？你上学就是抄别人的知识？","html":"牛顿说过一句话：他只是站着巨人的肩膀上罢了。连牛顿这种伟人斗需要前人的知识做铺垫，你天下无敌生下来就什么都会了？你不模仿不学习？你上学就是抄别人的知识？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
