---
title: "“大空頭” 預言又一次 “DeepSeek 衝擊”"
description: "“大空頭” Michael Burry 轉發關於 DeepSeek 新一代大模型的分析，認為其低成本創新架構將衝擊美股數據中心交易熱潮。野村證券指出，DeepSeek 即將發佈的 V4 模型可能通過 mHC 和 Engram 技術降低訓練和推理成本，加速中國 AI 價值鏈創新，但不會對全球 AI 基礎設施市場造成去年那種級別的衝擊波。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/276087180.md"
published_at: "2026-02-17T01:41:52.000Z"
---

# “大空頭” 預言又一次 “DeepSeek 衝擊”

> “大空頭” Michael Burry 轉發關於 DeepSeek 新一代大模型的分析，認為其低成本創新架構將衝擊美股數據中心交易熱潮。野村證券指出，DeepSeek 即將發佈的 V4 模型可能通過 mHC 和 Engram 技術降低訓練和推理成本，加速中國 AI 價值鏈創新，但不會對全球 AI 基礎設施市場造成去年那種級別的衝擊波。

一年前的春節，DeepSeek 的橫空出世一度讓美股 “破防”，如今，DeepSeek 新一代大模型預計也將在春節期間發佈，引發市場熱議。

“大空頭” Michael Burry 轉發 “DeepSeek 新模型分析” 帖子，認為其 “低成本” 的創新架構將衝擊美股數據中心交易熱潮。

野村證券認為 DeepSeek 即將發佈的新一代大模型 V4，可能通過創新架構 mHC 和 Engram 技術進一步降低訓練和推理成本，加速中國 AI 價值鏈創新週期，但不會對全球 AI 基礎設施市場造成去年那種級別的衝擊波。

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