华泰证券发布港股策略研报称，中美科技股估值在过去两年分化显著，AI发展水平或是关键。DeepSeek具有低成本、高性能优势，引发行业对资本开支、应用场景等讨论，或推动投资者重新评估中国科技企业的技术潜力，进而催化中美科技股价值重估。

资本市场对此反应强烈，招商证券研报指出该模型性能已超越主流开源模型，华泰证券则认为其"低成本+高性能"特性可能引发全球科技股价值重估。数据显示，中美科技股估值差已扩大至历史极值，AI技术突破有望成为估值修复催化剂。

2025年2月2日，新浪财经对话 天风证券 ，针对2025港股投资攻略，她认为，　中国目前的这个 AI ...

Key Takeaways AI stocks had a volatile week as Wall Street reckoned with the implications of a sophisticated, cost-efficient ...

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

DeepSeek, a Chinese artificial intelligence (AI) start-up, is sending shock waves through the U.S. tech sector by ...

A frenzy over an artificial intelligence chatbot made by Chinese tech startup DeepSeek was upending stock markets Monday and ...

Nvidia experienced an unprecedented market shock as reports about the new Chinese AI model DeepSeek sent shockwaves through the technology sector. The chip giant suffered a staggering one-day loss of ...

The messaging was rolled out on platforms such as X and META.O Facebook and Instagram, as well as Chinese services Toutiao ...

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model ...

Some AI researchers hailed DeepSeek’s R1 as a breakthrough on the same level as DeepMind’s AlphaZero, a 2017 model that ...

Shares of Apple charged higher on Monday, bucking the trend as its large-cap tech peers tumbled on concerns about ...