The WhatsApp messages began on Sunday. Fellow fund managers had spotted social media buzz on the success of China’s DeepSeek AI app. Was this the iceberg that would sink the apparently unsinkable Magnificent Seven US tech Titanic?
從週日開始,我的WhatsApp上就不斷收到訊息。同行基金經理們注意到社群媒體上關於中國深度求索(DeepSeek)人工智慧應用成功的熱議。這會是擊沉看似不可沉沒的瑰麗七股(Magnificent Seven)美國科技巨輪的冰山嗎?
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