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What does the DeepSeek saga mean for your portfolio?
深度求索对你的投资组合意味着什么?

Investors have become overexposed to Nvidia and the rest of the ‘Mag 7’ — what lessons can they learn from this week’s stock rout?
投资者对英伟达及其他“瑰丽七股”过度投资——从本周的股市暴跌中他们能学到什么教训?

The WhatsApp messages began on Sunday. Fellow fund managers had spotted social media buzz on the success of China’s DeepSeek AI app. Was this the iceberg that would sink the apparently unsinkable Magnificent Seven US tech Titanic? 

从周日开始,我的WhatsApp上就不断收到消息。同行基金经理们注意到社交媒体上关于manbetx3.0 深度求索(DeepSeek)人工智能应用成功的热议。这会是击沉看似不可沉没的瑰丽七股(Magnificent Seven)美国科技巨轮的冰山吗?

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