---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/27804850.md"
description: "$NVIDIA(NVDA.US)Just saw this: A mysterious junior fellow of Duan Yongping told him: DeepSeek actually accelerated the penetration and popularization of application and inference demand, which actually benefits NVIDIA.So who is this junior fellow..."
datetime: "2025-03-04T15:47:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/27804850.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/27804850.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/27804850.md)
author: "[momoM](https://longbridge.com/en/profiles/7524795.md)"
---

# $NVIDIA(NVDA.US)Just saw this: A mysterious junior…


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## Comments (9)

- **leo_x · 2025-03-04T15:56:10.000Z**: Colin Huang?
  - **momoM** (2025-03-05T01:21:54.000Z): Liang Wenfeng is also from Zhejiang University (
- **sz_sai · 2025-03-04T15:50:58.000Z · 👍 1**: After the release of DS, it means that what was previously only accessible to high-end players can now be entered by mid-to-low-end players as well. The demand at the top has decreased, and the market has expanded after consumption downgrading.
  - **打工人不想上班** (2025-03-04T16:12:06.000Z): Still using Nvidia chips, just not the latest ones
  - **sz_sai** (2025-03-05T01:17:43.000Z): Yes, the demand for higher and stronger computing power is not so intense anymore.
  - **打工人不想上班** (2025-03-05T01:25:56.000Z): Plain text requires less computing power. But if it's generating images and videos, the demand might actually be higher. So I don't think it's bad news, but Trump is messing around and the market is t
- **鸟枪换炮 · 2025-03-04T15:49:17.000Z · 👍 1**: Trump is now cracking down on Nvidia chip smuggling worldwide, and Malaysia and Singapore can no longer exclusively sell to China. Shipments will decrease.
  - **momoM** (2025-03-04T15:49:52.000Z): This part of the revenue has indeed decreased. I wonder if the market has already priced it in.
  - **爆仓交易** (2025-03-04T15:55:29.000Z): It's not just China that has growing demand in the world