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只因同属开源?Meta豪取12连涨,期间累升逾15%,反倒成DeepSeek浪潮下大赢家

Is it only because they are both open source? Meta achieved 12 consecutive increases, accumulating a rise of over 15% during this period, becoming a big winner in the wave of DeepSeek.

cls.cn ·  Feb 5 11:48

① Meta Platforms' stock price has reached a historical high, creating the longest consecutive increase record, with its Market Cap catching up to Saudi Aramco; ② Perhaps even Zuckerberg himself could not have imagined that Meta Platforms would become the "biggest winner" in the USA stock market amidst the global wave triggered by China's AI new force DeepSeek...

According to the Financial Associated Press on February 5th (Editor: Xiaoxiang), stock prices have repeatedly reached historical highs, creating the longest consecutive increase record, with its Market Cap catching up to Saudi Aramco—perhaps even Zuckerberg himself could not have imagined that. $Meta Platforms (META.US)$ It has unexpectedly become the "biggest winner" in the USA stock market amidst the global wave triggered by China's AI new force DeepSeek...

Market data shows that $Meta Platforms (META.US)$ the stock price closed nearly 1% higher on Tuesday, ending at $704.19, marking the first time it has closed above the $700 mark in history.

Perhaps even more noteworthy than the new high in stock price is that Meta Platforms has experienced an increase for 12 consecutive trading days, creating the longest consecutive increase record in the stock's history, with a cumulative rise of over 15%, which is particularly rare in the context of the recent ongoing volatility in USA Technology stocks.

According to Statistics, during this period, Meta's Market Cap has accumulated an increase of approximately 240 billion USD, currently reaching nearly 1.8 trillion USD, almost catching up with Saudi Arabia's energy giant Saudi Aramco.

Many industry insiders have stated that Meta's stock price has been continuously rising recently, seemingly riding on the wave triggered by China's new AI power DeepSeek. The biggest similarity between the two is that Meta's Llama series AI models, like DeepSeek, are both open source.

CFRA Research Analyst Angelo Zino stated that Meta is the only company among the 'seven giants' focusing on open-source models, which looks very promising. 'Ultimately, the DeepSeek model should accelerate the development of AI products and is expected to bring faster returns on investment to Meta.'

However, it is quite interesting that, in essence, although both belong to open-source models, there are still significant differences between Llama and DeepSeek.

The most representative difference is the cost between the two. In fact, just after DeepSeek released the DeepSeek-V3 and DeepSeek-R1 large models last month, which sparked heated discussions across the USA, the first report of a 'Silicon Valley earthquake' by the media was about the panic within Meta, as engineers began working overnight to replicate DeepSeek's achievements.

On the anonymous workplace forum TeamBlind in the USA, a Meta employee posted at that time stating that since DeepSeek released DeepSeek-V3, Meta's Llama 4 has been lagging behind in all tests. Worse yet, 'this Chinese company spent only 5.5 million USD (pre-training costs) on this.' It is reported that Meta has already set up four dedicated research teams to study the working principles of DeepSeek and improve its own large model Llama based on this.

Therefore, even though both share the label of open-source models, whether Meta can benefit in the long run from the wave brought by DeepSeek still seems to be under observation.

Meta CEO Mark Zuckerberg stated last week that this year is a 'very important year' for Meta. He expects the company's AI assistant to become the most widely used assistant in the industry. The company, headquartered in Menlo Park, California, also plans to invest up to 65 billion USD in AI-related investments by 2025.

Meta announced its latest Q4 Earnings Reports at the end of last month. The reports indicate that both sales and profits reached historical highs for the quarter, demonstrating the enhancing effect of applying AI technology on the digital advertising business. However, the latest performance guidance from Meta is not particularly impressive—revenue for Q1 2025 is expected to be between 39.5 billion and 41.8 billion USD, while the average expectation from Analysts was at the high end of the guidance range (41.67 billion USD). At the same time, Meta also failed to provide revenue guidance for the entire year.

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Editor/rice

The translation is provided by third-party software.


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