回顾自DeepSeek冲击性消息使市场措手不及以来的赢家与输家

The DeepSeek shock on January 27 caused a market panic, with the Magnificent-7 stocks still trading below their pre-shock levels on average. However, early winners in the tech sector following the correction include cloud computing and software firms, as investors believe DeepSeek's low-cost AI model could boost demand for these industries. The First Trust Cloud Computing ETF (SKYY) and the iShares Expanded Tech-Software Sector ETF (IGV) have both risen significantly. While the market is still reassessing the implications of DeepSeek's achievements, the breakthrough could reshape AI and tech industry dynamics, creating both winners and losers. Investors are becoming more cautious as the market struggles to determine what has fundamentally changed.