MJLEe的个人主页 - 老虎社区

MJLEe

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IP属地：广东

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4粉丝

0主题

0勋章

02-19

$老虎证券(TIGR)$ 坑比股票

02-18

$特斯拉(TSLA)$ 抄底，冲

02-15

$英伟达(NVDA)$ 160可不就是160

02-13

还是苹果安心

02-06

$美国超微公司(AMD)$ 抄底

01-31

$可口可乐(KO)$ 科技股没头绪，赚个波动钱

01-31

$英伟达(NVDA)$ 跌的受不了了，防守性止损，长期看好英伟达

01-30

$英伟达(NVDA)$

$NVDA 20250221 122.0 CALL$ 坚定不移的看多

01-30

$特斯拉(TSLA)$ 特斯拉太癫，小散不好做

01-29

冲

01-29

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 坚定不移的看多

01-29

冲

01-28

$英伟达(NVDA)$ 周四开会呢，我选择等等

01-27

Replying to @不敢为天下先:哈哈哈//@不敢为天下先:让大家不要恐慌，给你抛盘跑路的机会吗？

@James黄佳仁:快评：DeepSeek 冲击AI 股票盘前大跌，投资者为何不应过度反应？

01-27

可恶啊，英伟达的put下车早了。错过480%

01-27

$梅西百货(M)$ 建仓避险，科技股要大调整了

01-23

必须是多军

01-19

$SoundHound AI Inc(SOUN)$ 恐惧我就梭哈！

01-15

$NVDA 20250207 131.0 CALL$ 抄底

01-14

$APPLIED DIGITAL CORP(APLD)$ 隐忍一周，起飞！

去老虎APP查看更多动态

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初创公司开发的开源 AI 模型。据报道，该模型在几个关键基准测试中表现优于行业领先的模型，如 OpenAI 的 GPT-4，且成本显著更低。DeepSeek 声称其开发模型仅花费了 560 万美元。然而，Scale AI 首席执行官 Alexandr Wang 提到，DeepSeek 使用了约 5 万个 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100 AI GPU（每个单位成本在 2.7 万至 4 万美元之间）。由于出口限制，DeepSeek 避免讨论这些 GPU 的使用情况，暗示其真实成本可能被低估。二、DeepSeek 成功的影响成本效率问题：如果一家中国初创公司能够以显著更少的 AI 芯片（成本更低）开发出与 OpenAI 或 Meta 模型一样好的大语言模型（LLM），那么公司为何要购买如此多的 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> GPU？投资者的担心：DeepSeek 的成功引发了对美国科技巨头大规模 AI 支出的担忧。投资者质疑这些 AI 项目的投资回报率（ROI），并猜测像 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 等超大规模企业可能会减少其 AI 资本支出（CapEx），这可能会影响 NVIDIA 的收入增长。图片来源于网络三、为何您不应过于担心？现有 AI 玩家可能会增加支出以竞争","listText":"我认为，由 DeepSeek 新闻引发的抛售很可能是短暂的。一、 什么是 DeepSeek？DeepSeek 是一家中国 AI 初创公司开发的开源 AI 模型。据报道，该模型在几个关键基准测试中表现优于行业领先的模型，如 OpenAI 的 GPT-4，且成本显著更低。DeepSeek 声称其开发模型仅花费了 560 万美元。然而，Scale AI 首席执行官 Alexandr Wang 提到，DeepSeek 使用了约 5 万个 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> H100 AI GPU（每个单位成本在 2.7 万至 4 万美元之间）。由于出口限制，DeepSeek 避免讨论这些 GPU 的使用情况，暗示其真实成本可能被低估。二、DeepSeek 成功的影响成本效率问题：如果一家中国初创公司能够以显著更少的 AI 芯片（成本更低）开发出与 OpenAI 或 Meta 模型一样好的大语言模型（LLM），那么公司为何要购买如此多的 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> GPU？投资者的担心：DeepSeek 的成功引发了对美国科技巨头大规模 AI 支出的担忧。投资者质疑这些 AI 项目的投资回报率（ROI），并猜测像 <a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 等超大规模企业可能会减少其 AI 资本支出（CapEx），这可能会影响 NVIDIA 的收入增长。图片来源于网络三、为何您不应过于担心？现有 AI 玩家可能会增加支出以竞争","text":"我认为，由 DeepSeek 新闻引发的抛售很可能是短暂的。一、 什么是 DeepSeek？DeepSeek 是一家中国 AI 初创公司开发的开源 AI 模型。据报道，该模型在几个关键基准测试中表现优于行业领先的模型，如 OpenAI 的 GPT-4，且成本显著更低。DeepSeek 声称其开发模型仅花费了 560 万美元。然而，Scale AI 首席执行官 Alexandr Wang 提到，DeepSeek 使用了约 5 万个 $英伟达(NVDA)$ H100 AI GPU（每个单位成本在 2.7 万至 4 万美元之间）。由于出口限制，DeepSeek 避免讨论这些 GPU 的使用情况，暗示其真实成本可能被低估。二、DeepSeek 成功的影响成本效率问题：如果一家中国初创公司能够以显著更少的 AI 芯片（成本更低）开发出与 OpenAI 或 Meta 模型一样好的大语言模型（LLM），那么公司为何要购买如此多的 $英伟达(NVDA)$ GPU？投资者的担心：DeepSeek 的成功引发了对美国科技巨头大规模 AI 支出的担忧。投资者质疑这些 AI 项目的投资回报率（ROI），并猜测像 $Meta Platforms, Inc.(META)$ 、 $微软(MSFT)$ 等超大规模企业可能会减少其 AI 资本支出（CapEx），这可能会影响 NVIDIA 的收入增长。图片来源于网络三、为何您不应过于担心？现有 AI 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