한박사의 경제해석 블로그

1. The Rise of Low-Cost AI: DeepSeek’s Impact on Global MarketsDeepSeek, a cost-efficient AI platform, is sending shockwaves through the AI industry. However, rising concerns over data security and privacy risks have led several governments and corporations to restrict its use. As AI competition intensifies, DeepSeek's emergence has triggered a wave of regulatory scrutiny and countermeasures fro..

경제 2025. 2. 6. 10:02

As the New York Stock Exchange experiences turbulence due to the emergence of Chinese AI startup ‘DeepSeek,’ some tech stocks have surged against the trend. Notably, Apple, often seen as a laggard in AI investment, has gained unexpected attention. This report analyses key earnings from major tech firms and explores investment strategies.Key Tech Earnings OverviewApple (AAPL): Benefiting from AI ..

경제 2025. 1. 31. 16:28

The emergence of Chinese AI startup 'DeepSeek' has sent shockwaves through the global AI industry. Could this signify a shift in AI dominance, challenging America's long-held supremacy in the field?Key DevelopmentsChina’s ‘Low-Cost, High-Performance’ AI Breakthrough:DeepSeek R1, a new AI model from a Chinese startup, has rattled the industry.Following DeepSeek's launch, NVIDIA lost $650 billion ..

경제 2025. 1. 31. 16:05