DeepSeek冲击，日本半导体股下挫
1月27日周一，DeepSeek冲击，日本半导体股大跌。
软银集团股价一度下跌5.4%，创下11月1日以来的最大跌幅；东京电子和Disco均跌超3%。日经225指数盘中一度转跌。
分析认为，DeepSeek代表了开源相对闭源的胜利，其贡献将促进开源社区繁荣，并可能导致北美闭源模型API价值归零。DeepSeek在降低推理成本方面表现突出，其架构能轻松支持各种类型的卡，推理成本的降低将促进应用繁荣，拉动更大算力需求。
上周，日本半导体股和受益于特朗普“星际之门”项目所带动的市场乐观情绪，表现尤为突出。
Reprinted from 见闻VIP，the copyright all reserved by the original author.
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