DeepSeek或引爆AI“潜力股”行情！这一需求将激增？

金十数据2025-02-10

过去一周，市场对美股科技巨头黯淡业绩指引和创纪录资本支出计划的担忧，令所谓的“七巨头”交易承压。Roundhill的“七巨头”ETF（MAGS）过去五个交易日下跌2.4%，其中谷歌母公司Alphabet重挫9.2%，亚马逊下跌3.6%。这只是科技股面临的最新逆风。尽管上月DeepSeek引发的抛售潮余波未平，但业内顶级CEO和行业专家认为，DeepSeek的发展应被视为行业催化剂，而非阻力。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2510600112?lang=zh_CN&edition=full","thumbnail":"https://img.jin10.com/news/25/01/aUZ_b-tR8mxJpMHNn1mYi.png/lite","is_english":false,"pubTime":"2025-02-10 12:06","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2510600112","market":"us","top_or_hot":-1,"title":"DeepSeek或引爆AI“潜力股”行情！这一需求将激增？","media":"金十数据","content":"<div>\n<p>过去一周，市场对美股科技巨头黯淡业绩指引和创纪录资本支出计划的担忧，令所谓的“七巨头”交易承压。Roundhill的“七巨头”ETF（MAGS）过去五个交易日下跌2.4%，其中谷歌母公司Alphabet重挫9.2%，亚马逊下跌3.6%。\n这只是科技股面临的最新逆风。\n尽管上月DeepSeek引发的抛售潮余波未平，但业内顶级CEO和行业专家认为，DeepSeek的发展应被视为行业催化剂，而非阻力。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=162317&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DeepSeek或引爆AI“潜力股”行情！这一需求将激增？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek或引爆AI“潜力股”行情！这一需求将激增？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 12:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=162317&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一周，市场对美股科技巨头黯淡业绩指引和创纪录资本支出计划的担忧，令所谓的“七巨头”交易承压。Roundhill的“七巨头”ETF（MAGS）过去五个交易日下跌2.4%，其中谷歌母公司Alphabet重挫9.2%，亚马逊下跌3.6%。\n这只是科技股面临的最新逆风。\n尽管上月DeepSeek引发的抛售潮余波未平，但业内顶级CEO和行业专家认为，DeepSeek的发展应被视为行业催化剂，而非阻力。...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=162317&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1221951129.SGD","symbol_name":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=162317&type=news&data_type=0","article_id":"2510600112","we_media_id":null,"thumbnails":["https://img.jin10.com/news/25/01/aUZ_b-tR8mxJpMHNn1mYi.png/lite"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510600112","pubTimestamp":1739160400,"columns":[],"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"尽管上月DeepSeek引发的美股抛售潮余波未平，但业内顶级CEO和行业专家认为，DeepSeek的发展应被视为行业催化剂，而非阻力。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4514":"搜索引擎","BK4503":"景林资产持仓","GOOGL":"谷歌A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","USJW.SI":"ALPHAB 3xLongSG261006","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4592":"伊斯兰概念","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","BK4550":"红杉资本持仓","MAGS":"Roundhill Magnificent Seven ETF","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","GOOG":"谷歌","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC"},"translate_title":"DeepSeek may detonate the AI \"potential stock\" market! Will this demand surge?","themeId":"eeb6f898f7854ae9989b90fe30220251","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MAGS":1,"USJW.SI":0.6,"GOOGL":0.85,"GOOG":0.6},"content_text":"过去一周，市场对美股科技巨头黯淡业绩指引和创纪录资本支出计划的担忧，令所谓的“七巨头”交易承压。Roundhill的“七巨头”ETF（MAGS）过去五个交易日下跌2.4%，其中谷歌母公司Alphabet重挫9.2%，亚马逊下跌3.6%。\n这只是科技股面临的最新逆风。\n尽管上月DeepSeek引发的抛售潮余波未平，但业内顶级CEO和行业专家认为，DeepSeek的发展应被视为行业催化剂，而非阻力。一位前OpenAI员工表示，鉴于DeepSeek有望加速AI创新和普及，市场应将其进展视为“利好”。\n“DeepSeek的R1模型是突破性进展，我们理应为科学进步感到振奋，也乐见关键资源成本下降。”OpenAI前市场拓展负责人扎克·卡斯（Zack Kass）解释道。这种观点得到科技巨头CEO的共鸣。AlphabetCEO皮查伊（Sundar Pichai）在财报电话会上盛赞该公司工作“卓有成效”，MetaCEO扎克伯格则表示，DeepSeek多项创新举措令其团队“仍在消化”。\n对期待捕捉AI下一波增长机遇的投资者而言，或许该将目光投向英伟达、AMD等芯片巨头之外的领域。美国银行分析师Chun Him Cheung指出，算力成本下降将推动“AI应用普及”，从而让需求将保持“强劲”。\n随着DeepSeek的R1等AI模型大幅提升算力需求，高速网络解决方案需求势必激增。\nT. Rowe Price科技股投资组合经理Tony Wang认为该领域“前景可期”，Stifel分析师Ruben Roy也看好科技股的上行空间，并指出DeepSeek的R1模型正推动全球对高速网络基础设施的强劲需求。\n“网络层面确实是AI基础设施部署的瓶颈所在，”Tony Wang表示，“这一领域亟需更多创新突破。”\n罗伊认为，随着“AI工作负载运行效率提升”，美股的Ciena、Coherent和Celestica将成为最大受益者。“数据传输的底层架构部署将更具挑战性，接口速率持续提升，数据迁移的复杂性有增无减。”他解释道。\n他指出，随着“AI相关数据从数据中心向企业和终端用户溢出”，Ciena已开始感受到来自超大规模云服务商的增量需求。而为这些巨头生产交换机和服务器的Celestica，将在行业转向定制计算——超大规模企业自主设计开发定制芯片的浪潮中获益。\n摩根士丹利分析师梅塔·马歇尔（Meta Marshall）看好AI网络公司AristaNetworks。在近期财报前瞻报告中，她写道受DeepSeek引发的抛售影响，该股当前估值更具吸引力。在2月18日财报发布前，她给予该股“增持”评级。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2510600112","isCrawlerRequest":true}