DeepSeek风暴席卷华尔街，多家大行剖析行业影响及投资新机

智通财经2025-02-06

2月6日，此前，DeepSeek开发出性能可与谷歌、OpenAI和Meta旗下相媲美且成本更低的开源大语言模型，引发股市震荡，英伟达等科技公司市值大幅缩水，后虽有所回升，但仍引发投资者对人工智能领域的关注与思考。摩根大通、摩根士丹利以及花旗纷纷发表了相关研报解析这一现象级产品对行业及市场的影响。小摩近日发表了DeepSeek相关研报，并分析得出一个关键主题，训练和推理成本有降低的潜力。这可能会导致...

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Stargate(“星际之门”项目)也宣布，计划投资5000亿美元在美国为OpenAI建设新基础设施。大摩团队对美国数据中心建设规划的分析表明，绝大多数已知的建设目标是针对AI推理以及不涉及AI技术的其他用途，而非仅人工智能训练。此外，数据中心相关ABS融资多服务于云服务等，而非人工智能训练，但数据中心相关ABS发行势头预计依旧强劲。花旗近期发布的策略报告也显示，受DeepSeek事件及关税担忧影响，科技股遭大量抛售，称模型信号更看好金融、非必需消费品和通信行业，相对不看好科技、能源和必需消费品行业。根据花旗股票行业资金流情况，上周，多头基金经理减持，抛售科技股、工业股和医疗保健股，同时买入非必需消费品股和材料股。对冲基金也为净卖家，减持科技股、材料股和能源股，买入金融股、非必需消费品股和工业股。总体而言，最新的周度资金流(数据截至1月31日周五)显示，这两类基金经理都有大量科技股资金流出，延续了DeepSeek新闻发布前一周的趋势。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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