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Jim Cramer Wonders If Baidu Could Be Next After Alibaba's AI Model Outperforms DeepSeek

Jim Cramer Wonders If Baidu Could Be Next After Alibaba's AI Model Outperforms DeepSeek

吉姆·克雷默怀疑在阿里巴巴的人工智能模型优于DeepSeek后,百度是否会成为下一个。
Benzinga ·  01/31 04:10

Amid recent artificial intelligence sector turbulence, CNBC's Jim Cramer wondered if Baidu Inc. (NASDAQ:BIDU) might be the next Chinese tech giant to draw market focus.

在最近的人工智能行业动荡中,CNBC的吉姆·克莱默想知道百度公司(纳斯达克股票代码:BIDU)是否会成为下一个吸引市场关注的中国科技巨头。

What Happened: He posed the question on X on Thursday, writing, "First, it was DeepSeek, then it was BABA, and next, maybe Baidu?"

发生了什么:他在周四在 X 上提出了这个问题,他写道:“首先,是 DeepSeek,然后是 BABA,接下来,可能是百度?”

The observation comes as Alibaba Group Holding Ltd. (NYSE:BABA) shares surged 6.39% to $102.91 on Thursday, driven by growing investor confidence in its Qwen 2.5-Max AI model. Alibaba's latest AI iteration has reportedly outperformed DeepSeek-V3 in multiple benchmarks, including Arena Hard, LiveBench, and GPQA-Diamond tests.

这一观察是在阿里巴巴集团控股有限公司(纽约证券交易所代码:BABA)股价周四飙升6.39%至102.91美元之际发布的,这得益于投资者对其Qwen 2.5-Max AI模型的信心增强。据报道,阿里巴巴最新的人工智能迭代在包括Arena Hard、LiveBench和GPQA-Diamond测试在内的多个基准测试中都超过了Deepseek-v3。

The market repositioning follows a tumultuous period triggered by DeepSeek's disruptive entrance, which initially caused a massive tech sector selloff. NVIDIA Corp. (NASDAQ:NVDA) saw nearly $600 billion erased from its market value on Monday before staging an 8.82% recovery on Tuesday.

市场重新定位是在DeepSeek的颠覆性进入引发的动荡时期之后进行的,这段时期最初导致了科技行业的大规模抛售。英伟达公司(纳斯达克股票代码:NVDA)周一的市值减少了近6000亿美元,然后在周二上涨了8.82%。

Why It Matters: DeepSeek, which emerged from the $8 billion quantitative hedge fund High-Flyer, had claimed to match OpenAI's performance at significantly lower costs, developing its R1 model for just $5.6 million using lower-end Nvidia chips. However, sustainability concerns have since dampened enthusiasm for DeepSeek-linked investments.

为何重要:从80亿美元的量化对冲基金High-Flyer中脱颖而出的DeepSeek声称能够以显著降低的成本与OpenAI的表现相提并论,使用低端的Nvidia芯片开发了其R1模型,价格仅为560万美元。但是,此后,对可持续发展的担忧抑制了人们对DeepSeek相关投资的热情。

The shifting landscape has caught the attention of prominent market observers. "Black Swan" author Nassim Taleb warned investors about the fragility of wealth concentration in technology stocks, suggesting at Miami Hedge Fund Week that potential drawdowns could be "two or three times bigger" than Monday's selloff.

不断变化的格局引起了知名市场观察家的注意。《黑天鹅》作者纳西姆·塔勒布警告投资者注意科技股财富集中的脆弱性,他在迈阿密对冲基金周上暗示,潜在的回撤可能比周一的抛售 “大两到三倍”。

Meanwhile, OpenAI is reportedly in discussions with SoftBank Group (OTC:SFTBY) for a potential $40 billion funding round at a $300 billion valuation, highlighting the intense competition in the AI space. OpenAI has accused DeepSeek of using its proprietary models without authorization, adding another layer of complexity to the evolving narrative.

同时,据报道,OpenAI正在与软银集团(场外交易代码:SFTBY)讨论可能的400亿美元融资,估值为3,000亿美元,这凸显了人工智能领域的激烈竞争。OpenAI指责DeepSeek未经授权使用其专有模型,这给不断变化的叙事增加了另一层复杂性。

Price Action: Baidu closed at $94.77 on Thursday, gaining 5.76% for the day. In after-hours trading, the stock dipped slightly by 0.047%, according to data from Benzinga Pro.

价格走势:百度周四收于94.77美元,当天上涨5.76%。根据Benzinga Pro的数据,在盘后交易中,该股小幅下跌了0.047%。

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Image Via Shutterstock

图片来自 Shutterstock

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明:该内容部分是在人工智能工具的帮助下制作的,并由Benzinga编辑审查和发布。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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