[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio38efc883":3},{"user":4,"document":8,"mainDocument":29,"columnUrl":31,"subscription":32,"footer":44,"text":79},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},"dcio38efc883","高盛: 如果GPU在训练能更高效，那么对最先进 GPU 需求就会下降","\u002Fdoc\u002F高盛-如果gpu在训练能更高效那么对最先进-gpu-需求就会下降-_570792793","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>在Deepseek引发剧烈市场波动后，高盛表示，目前的关键在于了解 Deepseek对超大规模企业将其 AI 资本支出货币化的能力构成了多大的威胁，以及 ​​R1 模型实际上有多先进。\u003C\u002Fp>\n\u003Cp>高盛分析师Edoardo Lorenzo Greco在最新的报告中表示，在即将到来的财报季，Deepseek 不太可能打乱AI资本支出的公布计划。\u003C\u002Fp>\n\u003Cp>超大规模数据中心运营商很可能仍将人工智能视为一场军备竞赛，在这场竞赛中，最先取得进展且技术最先进者回报最为丰厚。不过，讨论焦点将从基础设施更多地转向应用领域。\u003C\u002Fp>\n\u003Cp>虽然Deepseek能够取得的成果依赖于之前的训练模型（Meta Llama 和 阿里巴巴的通义千问），但显然资源效率的争论现在已成为焦点。\u003C\u002Fp>\n\u003Cp>高盛认为，如果GPU在训练后期能够更加高效，那么对最先进 GPU 的需求就会略有下降。这意味着超大规模企业迄今为止所做的投资可以有更长的回报期。那些原本认为能用六年的顶尖 GPU，实际使用时长可能更久。在其他条件不变的情况下，这对除英伟达外的几乎所有参与者都是利好。\u003C\u002Fp>\n\u003Cp>在通胀影响方面，目前尚无明确共识。市场争议焦点在于AI 是否总体上会导致通货膨胀（例如云计算，其每单位存储成本可能会下降，但随着所需存储量的增加，支付的总体价格会不断上涨）或像大多数技术一样会导致通货紧缩。然而，Deepseek 标志着 “足够好”的 Gen AI 技术通货紧缩争论的开始。\u003C\u002Fp>\n\u003Cp>高盛提示投资者，对于大多数AI智能代理来说，不太可能需要完美的人工智能，突然“足够好”意味着定价权从人工智能供应商转移到人工智能提供商，类似Salesforce、ServiceNow的软件公司可能会受益。\u003C\u002Fp>\n\u003Cp>分析师警告，英伟达和整个半导体产业链将面临更多不确定性。\u003C\u002Fp>\n\u003Cp>从长远来看，对更多计算能力的需求可能不会改变，但实现这一目标的速度可能会受到质疑。展示人工智能货币化用例的需求可能会从将人工智能代理货币化转变为证明通过机器人和自动化在最高端实现人工智能货币化的能力（或者至少在这些领域面临商品化定价压力之前）。\u003C\u002Fp>\n\u003Cp>对于英伟达 NFDA 而言，他们的 CUDA 语言仍然是首选编程语言，他们的产品仍然是核心，但不确定性仍将很高。\u003C\u002Fp>\n\u003Cp>与此同时，短期内电力需求可能会减少。在短期内，市场已重新定价并降低了预期。GE Vernova 和西门子能源的跌幅超过任何超大规模企业或电气公司。\u003C\u002Fp>","https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202501-stk\u002FUploader02dcdogynbl_2025_01_29_11_10_53.jpg","2025-01-29T19:05:01.683","2025.01.29","2025\u002F01\u002F29",52868,[22,23,24],"DEEPSEEK","GPU","OPENAI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":30,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":25,"videoId":6,"liveVideoUrl":6,"duration":26,"price":26,"priceText":27,"priceBadgeText":27,"priceBadgeClass":28,"freeForMinGroupLevel":26,"redirectUrl":6,"readyToStream":5},[22,23,24],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":33,"services":34,"recentDocuments":43},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":80,"search":81,"searchPlaceholder":81,"hotContent":82,"draft":83,"noData":84,"searchNoData":85,"edit":86,"editVideo":87,"courseContent":88,"more":89,"buyNow":90,"subscribeNow":91,"encoding":92,"paidContent":93},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]