DeepSeek 引发的暴跌是过度反应,是买入机会
DeepSeek 发布低成本大模型后,英伟达单日跌近 17%。Tom Lee 认为这是过度反应:英伟达这次的跌幅是 2020 年 3 月以来最大的,而那一次后来被证明是绝佳的投资机会。他说如果英伟达在一周之内就变成了「Betamax」(被淘汰的技术),他会非常意外。
Nvidia's decline is the worst since March 2020, and we know that ended up being a huge opportunity for investors. It's not a fun day, but I'd be looking at this as an opportunity.