中國AI公司DeepSeek創新突破 影響Nvidia股價
美國晶片製造商Nvidia（NVDA）的股價近期受到中國人工智能公司DeepSeek的影響而下跌。DeepSeek推出的R1模型被認為在性能上與OpenAI的模型相當，但開發成本僅為其四分之一，這引發了市場對Nvidia未來需求的擔憂。
DeepSeek的R1模型在性能上表現出色，並且在較短的時間內以較低的成本開發完成。這使得企業開始考慮是否值得為更昂貴的AI模型支付額外費用。DeepSeek的成功部分歸因於美國對中國的晶片出口限制，這迫使中國公司更高效地利用有限的資源進行創新。
Nvidia的股價在過去24小時內下跌了超過5%，市場擔心DeepSeek的技術可能會減少對Nvidia高端晶片的需求。分析師指出，DeepSeek的模型雖然高效，但這並不意味著AI基礎設施的需求會減少，反而可能會推動更多的實驗和應用開發。
DeepSeek的創始人梁文峰（Liang Wenfeng）是一位對沖基金經理，他利用AI晶片開發了能夠識別股票價格模式的算法。DeepSeek的成功也引起了微軟CEO Satya Nadella的關注，他表示中國的AI發展值得重視。
總體而言，DeepSeek的突破可能會對Nvidia的增長速度產生影響，但同時也可能推動更多的AI應用開發，尤其是在成本降低的情況下。
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