---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/26812401.md"
description: "DeepSeek's new reasoning model, after fermenting over the weekend and accompanied by the app topping the charts in North America, triggered a massive turbulence mode in the semiconductor sector during Monday's pre-market trading in U.S. stocks (of course, the Nikkei in the East Eighth Time Zone had already fallen during the day). My views on the major individual stocks are as follows:1. $NVIDIA(NVDA.US), bearish. DeepSeek R1/Zero clearly conveyed a viewpoint: while there might still be some room in the pre-training phase, it is currently a direction with relatively low ROI. In the post-training phase, reinforcement learning can lead to the emergence of reasoning capabilities, and the main investment focus will inevitably shift to post-training. More importantly, the post-training model is more about standing on the shoulders of giants. In this scenario and phase, computing power is relatively less critical among the three key factors (data, algorithms, and engineering practices are more important). NVIDIA's previously high premium is likely to be the most affected now."
datetime: "2025-01-27T11:33:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/26812401.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/26812401.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/26812401.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# DeepSeek's new reasoning model, after fermenting o…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (8)

- **如是我闻89 · 2025-01-28T02:44:56.000Z**: Take the lead in falling
- **庚申49 · 2025-01-27T14:11:16.000Z · 👍 1**: Bro, can you post all the Magnificent Seven at once😂
  - **晓风 morning_wind** (2025-01-27T14:18:02.000Z): All sent
- **咕咕爸 · 2025-01-27T11:37:05.000Z**: mark
- **差佬的交易员 · 2025-01-27T11:36:03.000Z · 👍 1**: StockPro can share the impact on TSMC?
  - **1+1=2** (2025-01-27T11:48:52.000Z): The impact is minimal
  - **晓风 morning_wind** (2025-01-27T12:13:06.000Z): Next
  - **差佬的交易员** (2025-01-27T12:13:32.000Z): Too fast, thumbs up for you