英伟达最近的股价非常动荡。当地时间2月27日，英伟达跌超8%，次日迎来反弹，收涨3.97%。实际上，进入2025年，英伟达的资本市场表现一直都不太平。动荡背后的一大原因，正是DeepSeek的横空出世，让英伟达的发展逻辑受到了质疑。一直以来，AI大模型最为倚重的，是算力。所以，以前AI发展的基本逻辑就是——想要智能水平高，就要算力高，于是就需要最高级的GPU。那么，垄断GPU市场的英伟达，显然价值...
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