Nvidia股價下滑5%，中國DeepSeek引發對人工智能資本支出的質疑
NVIDIA（納斯達克代碼：NVDA）股價在24小時內下跌超過5%，根據RobinHood的數據，這是因為對於人工智能領域的大規模資本支出需求出現了越來越多的疑問，原因是中國推出的DeepSeek模型引發了市場的擔憂。
根據RobinHood的數據，Nvidia股價下滑5.2%，報135.20美元，這是繼上週五3.2%的跌幅之後再次走低。這家人工智能的明星企業因DeepSeek R1的發布而受到影響，該模型宣稱能夠與ChatGPT和Meta（納斯達克代碼：META）的產品競爭，且所需預算僅為其一小部分。
DeepSeek由中國量化基金High-Flyer資助，據報導其獲得了約50,000顆Nvidia的H100人工智能GPU，這些芯片屬於最新一代的高級人工智能晶片。DeepSeek的發布引發了對科技公司可能採用更精簡、更具資本效率的人工智能開發方法的擔憂，這可能會導致對數據中心和先進人工智能芯片的資本支出需求減少。
Yardeni Research的分析師表示，儘管大型科技公司可能會從DeepSeek中學習設計更便宜的人工智能系統，但這對Nvidia來說可能不是一個好消息。JPMorgan的分析師則認為，對於更高人工智能預算的擔憂是“過度的”，並指出DeepSeek的效率更多是出於必要性，特別是在美國對中國芯片行業的嚴格出口管制背景下。
六家被稱為“華爾街七大巨頭”的公司——這些公司是Nvidia最大的客戶之一——本週將報告季度收益，市場普遍預期這些公司將宣布在人工智能開發上的資本支出增加。上週，人工智能巨頭OpenAI也宣布將共同投資5000億美元用於美國的人工智能基礎設施建設。
在這一背景下，Nvidia的未來發展將面臨挑戰。隨著市場對於AI技術的需求不斷增長，Nvidia是否能夠保持其市場領導地位，將取決於其在技術創新和資本支出上的靈活應對。DeepSeek的出現不僅挑戰了Nvidia的商業模式，也可能改變整個行業對於人工智能研發的資本配置思維，這將是未來市場動態的一個重要觀察點。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra during her sacred milk bath beauty ritual, embodying divine femininity, sensual elegance, and timeless power.",
"angle": "Close-up beauty editorial captured at a refined 3/4 angle, focusing on her face, shoulders, and upper chest with extreme clarity and no blur.",
"pose": {
"body_position": "She is partially submerged in a luxurious milk bath, her shoulders and collarbones emerging gracefully from the surface.",
"hands": "One hand gently rests at the edge of the bath with milk droplets on her fingers, while the other lightly touches her neck adorned with subtle gold jewelry.",
"expression": "Soft yet commanding gaze directed toward the camera—calm, confident, intimate, and hypnotic."
}
},
"appearance": {
"outfit": "A barely-there, ritual-style ivory silk drape partially submerged in the milk bath, clinging softly to her skin. The fabric is delicate and translucent, edged with fine gold-thread embroidery for a sensual, sacred aesthetic.",
"accessories": "Minimal ritual jewelry—thin gold collar necklace resting above the milk surface, delicate arm cuff, subtle finger ring—kept refined to maintain focus on beauty and skin.",
"hair": "Her hair is sleek and ritual-polished, partially damp and slicked back at the crown, with soft wet strands framing her face naturally, reflecting candlelight.",
"makeup": "High-fashion Cleopatra beauty makeup with ceremonial artistry—perfectly sculpted brows, elongated black kohl eyeliner, vibrant eyeshadow layered in turquoise, teal, emerald, sapphire blue, and metallic gold. Beneath the eyes, subtle artistic ink-inspired accents echo ancient Egyptian symbolism. Her skin is luminous and dewy, cheeks softly flushed, and lips finished in a nude-rose satin sheen."
},
"ritual_props": {
"bath": "A carved alabaster bathtub filled with warm milk infused with honey, almond oil, and lotus essence.",
"floating_elements": [
"Fresh lotus flowers",
"Soft white rose petals",
"Delicate gold flakes shimmering on the milk surface"
],
"beauty_products": [
"Small golden perfume vial with lotus and myrrh oil",
"Alabaster bowl of honey and milk mixture",
"Clay jar of mineral kohl and pigment powders"
]
},
"background": {
"macro_environment": "An intimate royal bathing chamber within Cleopatra’s palace, designed as a sacred beauty sanctuary.",
"midground_details": "Soft linen curtains, glowing oil lamps, tall candles, and subtle steam rising from the bath, creating a warm and sensual atmosphere.",
"micro_elements": "Milk ripples around her skin, floating petals touching her shoulders, tiny droplets of moisture on her collarbones, reflections of candle flames on gold jewelry, visible stone texture on the tub, and delicate fabric translucency—every detail sharply rendered with zero blur."
},
"lighting": {
"type": "Warm cinematic candlelight combined with soft ambient palace glow.",
"effect": "Golden highlights sculpt her face and skin while gentle shadows enhance depth, intimacy, and divine beauty."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "85mm prime lens for beauty editorial compression",
"aperture": "f/8 for maximum facial and detail sharpness",
"iso": 100,
"shutter_speed": "1/160s",
"focus": "Extreme sharp focus on facial features, skin texture, makeup details, and milk surface, no bokeh, no blur"
},
"style": "Luxury beauty editorial, sacred milk bath ritual, ancient Egyptian goddess realism, intimate yet powerful, ultra-detailed, luminous skin focus, cinematic elegance"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006026-300x167.png)