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DeepSeek, the Chinese AI Startup, Roils Markets; Trump Holds Colombia Tariffs
2025/1/27
Bloomberg Daybreak: US Edition
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Brett Pasqua
H
Hesu Jo
J
J.D. Vance
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Jocelyn Gretchen Kastenbaum
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John Tucker
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Kevin Daly
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Kriti Gupta
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Kyle Rada
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Mark Cudmore
Mark Cudmore: 我认为这是一个改变游戏规则的时刻,因为美国科技股在过去14到15年里的优越地位可能因此被削弱。DeepSeek的出现同时利好全球其他地区的生产力增长和企业发展,却损害了美国科技行业的整体现象。我认为上周四我们可能看到了美国在全球市值份额中的长期峰值。
Kyle Rada: DeepSeek的AI模型引发了人们对美国科技主导地位的质疑,并担忧美国人工智能领域的过度投资以及芯片需求下降。它让人们开始思考美国是否仍然拥有全球竞争优势,以及像英伟达这样的公司是否估值过高。
John Tucker: 美国七大科技巨头的盈利增长正在放缓,估值过高,而且他们正面临着DeepSeek带来的挑战。这些公司即将公布财报,这将进一步考验市场对他们估值的信心。
Kriti Gupta: DeepSeek低成本的AI模型引发了人们对大型科技公司巨额投资的质疑,因为这可能意味着之前的投资规模过大。虽然DeepSeek的技术具有颠覆性,但仍处于实验阶段,其成本效益和可持续性仍有待观察。这将对即将公布财报的科技巨头们造成巨大压力。
Deep Dive
Concerns arise over the impact of DeepSeek, a Chinese AI startup, on US tech valuations. Its cost-effective AI model, running on less advanced chips, challenges the dominance of US tech giants and raises questions about their sky-high valuations. The news leads to significant drops in shares of major tech companies.
- DeepSeek's AI model is cost-effective and runs on less advanced chips.
- This challenges the high valuations of US tech companies like Intel and NVIDIA.
- The news caused significant drops in the share prices of several major tech companies.
Shownotes Transcript