DeepSeek效率提升引发三星、SK海力士等韩国芯片制造商新一轮波动
· seekingalpha.com
随着DeepSeek降低HBM需求，韩国存储芯片股下跌，三星和SK海力士受到冲击，市场对AI需求存疑并担忧加息。
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