2月10日，市场全天震荡走高，三大指数小幅上涨。 截至收盘，沪指涨0.56%，深成指涨0.52%，创业板指涨0.44%。 沪深两市全天成交额超1.7万亿元，较上个交易日缩量约2300亿元。

国金证券发布研报称，国产大模型DeepSeek通过在预训练阶段加入强化学习，显著降低了当代AI大模型的训练和推理成本，目前已在140个市场的移动应用下载量排行榜上位居榜首。华为云、腾讯云、阿里云、百度智能云等主流云平台相继宣布接入DeepSeek系列模型。AI的分布式、边缘侧部署需求对跨区域网络互联需求量增长，将带来交换机等硬件设备需求提升。

Nvidia seems to be on the rebound from the DeepSeek scare. A sales boost for its key chip supplier Taiwan Semiconductor ...

Tiger Brokers market strategist James Ooi argues that DeepSeek will benefit Nvidia (NVDA) sales, even after the Chinese ...

Many investors are worried about DeepSeek's latest breakthrough. Its Chinese developers claim to have trained a generative AI ...

The AI space is never going to be the same. That was the sentiment when DeepSeek released its impressive R1 model. But the deeper we dig, the more red flags we find.

Chinese artificial intelligence (AI) start-up DeepSeek sent shockwaves through the U.S. tech sector after its cost-effective, ...

它引发了金融恐慌，令从华尔街到硅谷的美国人感到不安，并引起了全世界的关注。因为它，美国科技股市值在一天之内蒸发了1万亿美元。它让人们对人工智能 (AI)热潮的基本假设提出了质疑。这也意味着，美国和中国争夺科技霸权和未来控制权的战斗真正打响。

Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.

Article on tech giants' FY25 capex projections and AI data center advances. Nvidia Corporation stock analysis included. Click ...

Apple Stock Jumps on Artificial Intelligence (AI) Driving iPhone Sales. Here's Why It's Not Getting Crushed by the DeepSeek ...

综合来看，今日市场呈现震荡分化态势，三大指数涨跌不一，量能较之上周五略有萎缩。其中DeepSeek概念持续火爆，算力、云服务、华为昇腾等细分涨幅居前，此外受其带动下AI应用再迎全线爆发，医疗信息化、财税、数据要素等多个方向大涨。此外，像脑机接口、东风、兵装系重组概念等受消息面利好同样表现活跃。另一方面，此前强势的机器人概念与光伏板块今日则陷入调整。故对于当前市场仍以结构性行情看待，应对上仍可围绕着 ...