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$英伟达 (NVDA.US)$ 很明显，“西方势力”故意放大了DeepSeek的叙事。逻辑上，DeepSeek的出现并不会导致英伟达股价下跌。
1. 英伟达最近的飙升与整体人工智能的进步息息相关，市场将人工智能的进展与GPU芯片需求联系在一起。
2. 此外，DeepSeek使用英伟达GPU芯片-云计算，这意味着他们的成功很可能会使英伟达受益。
3. 最后，美国对高端英伟达产品出口到中国的限制已经在考虑因素之中...
1. 英伟达最近的飙升与整体人工智能的进步息息相关，市场将人工智能的进展与GPU芯片需求联系在一起。
2. 此外，DeepSeek使用英伟达GPU芯片-云计算，这意味着他们的成功很可能会使英伟达受益。
3. 最后，美国对高端英伟达产品出口到中国的限制已经在考虑因素之中...
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