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DeepSeek drama: what the Chinese startup means for the AI race & markets

The Fin

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AI's Impact on Tech Valuation and Market Dynamics

This chapter delves into the effects of DeepSeek's AI technology on market valuations, especially regarding long-term investors. It examines the overvaluation of major tech firms and the risks associated with their reliance on AI investments, while contrasting the focus between US and Chinese tech stocks.

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