DeepSeek炒作热情重启！恒生科技，能否复制25年Q1行情？

小虎AV

01-14

悬赏1000虎币

Wired资深编辑Steven Levy接受采访，解读DeepSeek最新AI模型与AI竞赛现状：

和25年Q1相似，现在市场又开始炒AI应用， $阿里巴巴-W(09988)$ 本周三个交易日股价累涨超15%，恒科经过25年Q4一个季度的调整，不知道今年Q1能否企稳上涨。（去年Q1恒科指累计涨幅约20%）

据悉DeepSeek计划于2月中旬发布下一代AI模型V4，目前市场炒作热情已经开启。大家觉得现在是入手机会吗？中国资产，还有多大上涨空间？

评论区分享你的观点，一起赢取虎币奖励！ $恒生科技指数(HSTECH)$

千问APP发布会来袭！阿里股价能否续涨？

阿里千问月活突破1亿，另外阿里高管表示，阿里云的目标是拿下2026年中国AI云市场增量的80%，市场预期，阿里云大幅增加资本开支预算近日显著上涨。加之最近传DeepSeek在春节期间要发布V4模型，AI应用炒作再起。【阿里巴巴宣布1月15日10:00将召开千问APP发布会，大家看好阿里上涨势头吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏1000虎币截止至02/04 15:10

发起者将在悬赏结束前选出最佳恢复并分配虎币

精彩评论

和时间赛跑zilong
01-14
和时间赛跑zilong
赢得30虎币
美国靠七八只科技支撑，中国要靠更多新增科技股竞争
一路走来cd
01-14
一路走来cd
赢得30虎币
没有原生态的数据，炒作一次就好了。你们玩，我看着
花香满楼
01-14
花香满楼
赢得30虎币
又是一个轮回。接着炒作呗。记得离场
Sodmos
01-14
Sodmos
赢得20虎币
说是deepseek在研究新算法
勇敢_小虎
01-14
勇敢_小虎
赢得30虎币
希望能复制去年的行情，是买入好机会，不仅上证受益，港股也收益。2025年港股上半年涨了非常多，值得思考
躺平躺到地狱了
01-15
躺平躺到地狱了
赢得30虎币
中国资产可以做波段，但要是做长线，如阿里巴巴，小米等都会有大的波动，没有像美国英伟达苹果，微软等大科技稳定，因此，中国资产好多都只能做大波段

发表看法

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