Prior to the Spring Festival, DeepSeek had become a hot topic, attracting widespread attention on social media in just a few days. This sudden surge in popularity was surprising and triggered a chain reaction in the market. Meanwhile, NVIDIA’s stock price plummeted, raising concerns among many investors, with some institutions conducting large-scale short selling during this period, seemingly pointing to a “carefully orchestrated” situation.

DeepSeek’s Sudden Surge in Popularity: Rapidly Becoming a Focus

DeepSeek is an AI-powered tool focused on optimizing deep learning models, particularly in the application of natural language processing (NLP) and image generation. In the days leading up to Chinese New Year, this project suddenly attracted significant attention from investors and tech professionals alike. The performance of its team and the demonstrated technical results sparked strong interest among many. Discussions about DeepSeek dominated virtually every topic within the developer community and on social media platforms.

However, DeepSeek’s sudden surge in popularity was not accidental. After analysis, many began to suspect that certain entities were involved behind it. Notably, after its rise to prominence, NVIDIA’s stock experienced a significant decline, suggesting that some factors were driving this change.

Nvidia Stock Plummets: The Hand Behind the Short Selling Operation

Nvidia, a global leader in graphics processing units (GPUs), has long been a key hardware provider for many large models and AI computations. With the rapid development of the AI market, Nvidia’s stock has performed strongly over the long term and even become a favorite among many investors. However, with the explosive popularity of DeepSeek and the market’s intense focus on its technology, Nvidia’s stock experienced a dramatic plunge.

The reason behind this phenomenon may involve institutional investor short selling strategies. Over the past few years, as AI technology has spread, Nvidia’s stock price has been significantly inflated, leading many investors to believe that it was at risk of excessive speculation. Especially after a technology like DeepSeek went viral, some institutions may have profited by shorting Nvidia’s stock. By accurately grasping market timing and predicting the influence of DeepSeek, these institutions successfully made a profit.

Large Model Chain-of-Thought Interaction: From “Results” to “Process”

In traditional AI applications, many practitioners and investors have focused more on the “results” of AI models – such as generated images and text – direct outputs. However, in discussions related to DeepSeek, an increasing number of people are beginning to realize that the underlying chain-of-thought hidden behind large models is the core content worth paying more attention to. Previously, we could only see the results output by the model, but now we need to understand its logic, algorithms, and how to optimize the model’s performance by adjusting these factors.

This shift in thinking is actually a deep reflection on AI research and application. From simple black-box operations to truly understanding the internal workings of models, many technical personnel and investors have begun to re-examine the future development direction of artificial intelligence. The popularity of DeepSeek perfectly demonstrates this breakthrough application of the chain-of-thought, it encourages people to focus not only on the final output results but also on the entire model construction and optimization process.

Summary

The sudden surge in popularity of DeepSeek, NVIDIA’s stock plummet, and the subsequent short-selling activities by institutions – it all seems like a meticulously designed scheme. Through an in-depth understanding of large model chain-of-thought reasoning, we can see that the application of AI technology is not merely superficial layering of phenomena, but also deep digging and optimization of the model’s internal logic. As the technology progresses, we may see more innovative tools like DeepSeek in the future, driving AI research and applications to a higher level.

This phenomenon not only shows us the immense potential of AI technology, but also prompts us to start thinking about the commercial games and capital operations behind the technology. The future market trend will continue to be the focus of the battle between technology and capital.