---
title: "“大空头” 预言又一次 “DeepSeek 冲击”"
description: "“大空头” Michael Burry 转发关于 DeepSeek 新一代大模型的分析，认为其低成本创新架构将冲击美股数据中心交易热潮。野村证券指出，DeepSeek 即将发布的 V4 模型可能通过 mHC 和 Engram 技术降低训练和推理成本，加速中国 AI 价值链创新，但不会对全球 AI 基础设施市场造成去年那种级别的冲击波。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/276087180.md"
published_at: "2026-02-17T01:41:52.000Z"
---

# “大空头” 预言又一次 “DeepSeek 冲击”

> “大空头” Michael Burry 转发关于 DeepSeek 新一代大模型的分析，认为其低成本创新架构将冲击美股数据中心交易热潮。野村证券指出，DeepSeek 即将发布的 V4 模型可能通过 mHC 和 Engram 技术降低训练和推理成本，加速中国 AI 价值链创新，但不会对全球 AI 基础设施市场造成去年那种级别的冲击波。

一年前的春节，DeepSeek 的横空出世一度让美股 “破防”，如今，DeepSeek 新一代大模型预计也将在春节期间发布，引发市场热议。

“大空头” Michael Burry 转发 “DeepSeek 新模型分析” 帖子，认为其 “低成本” 的创新架构将冲击美股数据中心交易热潮。

野村证券认为 DeepSeek 即将发布的新一代大模型 V4，可能通过创新架构 mHC 和 Engram 技术进一步降低训练和推理成本，加速中国 AI 价值链创新周期，但不会对全球 AI 基础设施市场造成去年那种级别的冲击波。

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