Today, the protagonist in the AI world is the domestic AI dark horse DeepSeek, which has caused Nvidia to stumble, leading to turbulence in the US stock market, and the volatility in the US stock market has also dragged down the price of Bitcoin.
DeepSeek has only optimized the cost of computing power and has not made any new breakthroughs. Whether this viewpoint is correct or not, we should treat new things with a proper attitude; existence itself is reasonable.
Regardless, the capital market will ultimately provide an answer, and currently, there is a bearish outlook on Nvidia.
My personal viewpoint is to let the bullets fly a little longer.