---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/26877255.md"
description: "Regarding whether deepseek has an impact on the long-term moat of $NVIDIA(NVDA.US), and whether $AMD(AMD.US) has a chance to benefit, I recommend referring to the opinions of real frontline experts. I previously sold all of my positions in both of them and also sold some $Taiwan Semiconductor(TSM.US). I recently bought back some TSMC, and if NVDA can adjust a bit more, I might add some more as well."
datetime: "2025-01-30T01:20:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/26877255.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/26877255.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/26877255.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Regarding whether deepseek has an impact on the lo…


### Related Stocks

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

## Comments (12)

- **浪漫猫猫 · 2025-01-30T05:59:06.000Z · 👍 1**: Is this fake news?
  - **浪漫猫猫** (2025-01-30T06:00:00.000Z): How could anyone directly criticize the leader of AMD
  - **hklizard** (2025-01-30T13:24:59.000Z): I feel like it's photoshopped, the position is a bit different from normal WeChat Moments.
- **陈晚晚 · 2025-01-30T05:26:54.000Z**: Buy TSMC without thinking
  - **LCw3YQ** (2025-01-30T07:31:49.000Z): No need to get involved in geopolitical issues
  - **YKM** (2025-01-31T02:50:37.000Z): Will tariffs have an impact on it
- **涨啊 · 2025-01-30T01:31:25.000Z · 👍 1**: And this one
  - **咕噜咕噜-** (2025-01-30T01:51:15.000Z): There was a mix-up last December when it claimed to be ChatGPT
- **涨啊 · 2025-01-30T01:31:03.000Z · 👍 1**: Look at what ds said
- **小端 · 2025-01-30T01:29:15.000Z**: People need to drink water every day, but that doesn't mean they need to buy tons of water every day.