Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
U.S. stock market close: The three major Indexes all fell significantly, with Tesla leading the decline among the seven giants, plunging by 7%.
① The Nasdaq fell over 4.3%, and the S&P 500 declined nearly 3.5%; ② The "seven giants" all retreated, with Tesla dropping more than 7%; ③ The Nasdaq China Golden Dragon Index fell 1.14%; ④ Amazon's CEO supports significant investment in AI: without spending money, one will be eliminated by the times.
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The National Film Administration has stated that it will moderately reduce the import quantity of USA films, causing related US stocks to plummet.
① The National Film Bureau responded today to the USA's increased tariffs on China, stating that it will moderately reduce the number of American films imported. ② According to reporters from Caixin, cinema sources have indicated that there has been no notification of Hollywood films such as 'Thunder Force' being withdrawn from release. ③ Over the past three years, domestic films have dominated the annual box office.
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