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The culprit behind NVIDIA's decline? DeepSeek surged over the weekend, with domestic large models leading in cost-performance ratio.
① The AI company DeepSeek, under the management of Algo, gained overnight fame, making headlines across major mainstream media and social networks in the USA. ② CITIC SEC's Research Reports indicate that the smaller number of parameters in the DeepSeek model compared to the GPT-4 model also means lower inference costs. The decrease in inference costs will be a prelude to the widespread adoption of AI applications, just as the acceleration and reduction of costs with 4G provided support for the Penghua CSI Mobile Internet Index Fund(LOF)-A industry in our country.
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