摩根士丹利:我们相信DeepSeek不会导致AI资本开支崩盘

华尔街见闻
03 Feb

DeepSeek的横空出世引发欧美股市剧烈动荡,其中英伟达一天内市值缩水近6000亿美元。尽管市场已部分回暖,但如此巨大的波动仍引发投资者对AI这一被广泛视为下一代变革性技术的担忧。摩根士丹利全球定量研究主管Vishwanath Tirupattur则认为,DeepSeek的突破虽然意义重大,但不会导致AI相关资本支出的崩溃。Tirupattur表示,DeepSeek的突破虽然令人瞩目,但并非完全...

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